Contractor Accounting Service Packages

Simplify Your Books. Maximize Your Profits

Bookkeeping & Tax Services Built for Contractors:

✔ Fixed monthly pricing
✔ Contractor-specific expertise
✔ CPA-led tax planning

Why Contractors Choose Us?

Contractors work differently — unpredictable jobs, materials, mileage, and cashflow.
  1. We provide modern bookkeeping and CPA-level guidance designed specifically for independent contractors and tradespeople.
  2. We offer a modern, streamlined system that combines automation with expert oversight, giving you:
    Accurate books year-rounds
    Straightforward tax planning
    Clear insights into job profitability
    Zero stress at tax time
  3. But most importantly, we offer consulting on how to run your business better, more efficiently and more profitable.
Whether you’re a solo electrician, an IT contractor, or a gig worker, we’ve built services just for you.

Service Packages

Starter Package — “Compliance Essentials”

Perfect for new contractors & gig workers.
Simple, affordable, and tax-ready.
Includes:
Monthly bank feed reconciliation
Expense categorization
Receipt capture setup
Quarterly financial snapshots
Quarterly CPA tax review
Year-end tax-ready financials
Price: $95–$195/month

Growth Package — “Business Clarity”

For growing contractors who need real financial visibility.
Includes everything in Starter, plus:
Monthly financial statements
Accounts receivable/payable tracking
Quarterly KPI dashboard
Home-office & mileage deduction tracking
Quarterly tax projections
Priority support
Price: $250–$450/month

Pro Package — “Contractor CFO”

For established contractors who want strategic guidance.
Includes everything in Growth, plus:
Monthly or biweekly CFO calls
Job costing & project profitability analysis
12-month cashflow and tax forecasting
Budgeting & variance analysis
Entity structure planning (LLC vs S-Corp)
Dedicated CPA support
Price: $850–$2,000/month

Add-On Services

Payroll setup & management
Sales tax/VAT filings
Business formation (LLC/S-Corp)
Historical clean-up
System migration (to QBO/Xero)
Audit support

Who We Serve

We specialize in service-based contractors including:
Electricians, plumbers, HVAC technicians
Construction subcontractors
Freelancers & consultants
IT contractors & developers
Photographers & videographers
Fitness & wellness contractors
Gig workers (Uber, DoorDash, Upwork, Fiverr)
If you send invoices or get paid per job, we are built for you.

Our Process

1. Onboarding & Setup
We automate your bank feeds, organize your apps, and clean up past months if needed.
2. Monthly Bookkeeping
We categorize, reconcile, and review transactions so you always know where your business stands.
3. Quarterly Strategy
You meet with a CPA to review taxes, profitability, and opportunities for savings.
4. Year-End Delivery
You receive perfectly organized, tax-ready books — no scrambling, no stress.

Why Bookkeeping for Contractors Is Changing

Automation handles the basics now — but contractors still need expert tax strategy.
We provide the best of both worlds:
Automation for speed and affordability
CPA insight for tax savings and financial clarity
That’s why more contractors trust us as an ongoing partner, not just a once-a-year accountant.
Testimonials (Placeholders)
“This is the first time bookkeeping has made sense.”
— Jonathan H., Electrician
“They helped me price my jobs correctly and saved me thousands in taxes.”
— Erika S., Independent Creative
“The quarterly check-ins are a game changer.”
— Mark L., IT Contractor
Start Today
Choose the package that fits your business — or book a free consultation and we’ll help you decide.
📞 Book a Free Call – 407.328.4588