Services
Most firms list services without prices. Every service below states who it is for and what it costs, and links to the package it belongs to.
Included in every package we sell, at every tier.
Monthly bookkeeping and bank and credit card reconciliation in QuickBooks Online. Transaction coding to a chart of accounts built for your industry, not a generic one. Books closed and delivered by a date in your engagement letter.
Profit and loss, balance sheet and statement of cash flows every month. KPI scorecards, budget versus actual, and 13-week rolling cash flow at the advisory tiers. Bank, lender and bonding packages when you need to prove the numbers to somebody else.
Vendor bill coding, subcontractor invoice entry, customer invoicing and collections support. We prepare bills and route them for your approval. We do not hold signing authority, initiate transfers, or become a signer on your accounts.
Strategic planning, budgeting and forecasting. Bonding and surety package preparation, 13-week cash flow, lender packages, and a quarterly report that tells you which of your estimating assumptions were wrong and by how much.
The work that separates a construction accountant from a bookkeeper who has a contractor as a client.
Job costing by cost code, WIP schedules on percentage of completion, over and under billings, retainage receivable and payable, change order margin impact, and Buildertrend, JobTread or Procore integration.
Prime contracting versus subcontracting. MRRA versus modification. Deduction code selection and the right city rate. The most common thing we find wrong when we take over a contractor's books.
Arizona 20-day preliminary notices prepared and served on owner, GC and lender. Proof of service retained in your file, and a running notice log by job. Mechanics lien coordination when a job goes bad.
Weekly WH-347 or state-equivalent reports, fringe benefit calculation, wage determination mapping and portal submission. Required on public work.
G702 and G703 prepared from your schedule of values, with stored materials, retainage and change orders carried through the current period.
Draw package assembly, cost-to-complete reconciliation, lender inspector coordination and budget line reallocation tracking.
Property-level P&L, rent roll reconciliation, security deposit liability, basis and depreciation tracking, flip cost tracking, and investor reporting for sponsors.
See the full scopeW-9 collection and chase, TIN matching, vendor classification review, e-file and recipient delivery.
Mobile notary within 20 miles of Gilbert. Arizona caps the notarial act itself at $10; the trip fee is stated separately. Loan signings $150.
Federal and one state, 1120-S, 1065 or 1120, with K-1s and a filed extension. Quoted as a separate engagement from bookkeeping.
Form 1040 with Schedule C, Schedule E or K-1 flow-through, and a filed extension.
Priced separately from onboarding, based on how many months are behind and how many transactions per month. Payment plans across two to six months at zero interest.
We checked all 26 bookkeeping and accounting firms in the East Valley. Twenty-one of them will not tell you what they charge until you have sat through a discovery call.
Ours are on the site, with a column showing what is not included.
