Foundation Plan
Know Where Your Business Stands
Best for: Contractors who need their books kept up to date, their financials organized, and reliable monthly reporting to support better decisions.
No long-term contracts. Just dependable bookkeeping support designed to keep your books organized, your numbers current, and you informed.
$595 / per month
What’s Included
- Income & Expense Tracking
- Bank Reconciliation
- Credit Card Reconciliation
- Asset & Liability Tracking
- Monthly Profit & Loss Statement
- Monthly Balance Sheet
- Cash-Basis Accounting
You’ll Gain
- A Clear Picture of Your Finances
- Fewer Bookkeeping Headaches
- Confidence in Your Numbers
Why Contractors Choose This Plan
Know Your Numbers
➤ Know where your business stands each month with accurate, reliable financial reporting.
Spend Less Time on the Books
➤ Spend less time managing books and more time running jobs, serving customers, and growing your company.
Stay Ready for Tax Time
➤ Keep your financial records organized throughout the year so tax season doesn’t turn into a scramble.
Ready to Get Organized?
Get accurate books, reliable monthly reports, and the financial clarity you need to run your business with confidence.
Compare Our Bookkeeping Plans
As your business grows, your bookkeeping needs evolve. Choose the level of support that matches your stage of growth.
Foundation
👉 For contractors who need accurate, organized books.
Keep your financial records current and understand where your business stands each month.
Includes:
- Income & Expense Tracking
- Bank Reconciliation
- Credit Card Reconciliation
- Asset & Liability Tracking
- Monthly P&L and Balance Sheet
- Cash-Basis Accounting
$595 / per month
Build
👉 For growing contractors managing payroll, employees, and subcontractors.
Get the bookkeeping support you need as your team and operations become more complex.
Everything in Foundation, Plus:
- Payroll Management
- Subcontractor Payment Tracking
- W-9/1099 Preparation & Filing
- Receipt Management
- Workers Compensation & General Liability Audit Support
$995 / per month
Grow
👉 For contractors who need deeper financial visibility and profitability insight.
Go beyond keeping the books to better understand cash flow, job costs, and profitability.
Everything in Build, Plus:
- Accrual-Basis Accounting
- Accounts Payable Management
- Bill Payment
- Accounts Receivable Management
- Job Costing
- Job Profitability Tracking
$1695 / per month
Getting Started
One-time investment: $500
Before monthly bookkeeping begins, we’ll review your QuickBooks Online file and make sure it’s set up properly for ongoing bookkeeping.
✅ Contractor-focused Chart of Accounts
✅ QuickBooks Online configuration
✅ Financial reporting setup
✅ Initial Account Review
✅ Workflow Optimization
Books Behind? Let’s Get You Caught Up.
We’ll organize your records, bring your books up to date, and help you establish a reliable monthly bookkeeping process moving forward.