2,200+ contractors benchmarked. How do your margins stack up? See where you stand →
Level

Pricing

Simple plans for every stage

Bookkeeping, CFO advisory, and full back-office support for contractors. No long-term contracts. Cancel anytime.

Starter

Just the books. Done right.

Starts at
$99/month

Best for: Small contractors who need clean, reliable bookkeeping without the complexity.

What's included

  • Monthly bookkeeping (cash basis)
  • Bank and credit card reconciliation
  • Standard contractor chart of accounts
  • Monthly P&L and balance sheet
  • Year-end package for your CPA
  • Support via email
Get Started

Essentials

Clean books. Clear picture.

Starts at
$500/month

Best for: Contractors who want accurate books and basic financial visibility without the overhead.

What's included

  • Monthly bookkeeping (cash or accrual basis)
  • Bank and credit card reconciliation
  • Standard chart of accounts for contractors
  • Year-end package for your CPA
  • Basic job costing setup
  • Monthly P&L and balance sheet
  • Support via email
Book a Call
Most Popular

Growth

A CFO who knows your trade.

Starts at
$1,500/month

Best for: Growing contractors who need job-level profitability, cash flow forecasting, and strategic guidance to scale.

What's included

  • Everything in Essentials, plus:
  • Dedicated financial analyst
  • Job-level profitability by customer, crew, and service type
  • 6-week rolling cash flow forecast
  • AR aging and collection tracking
  • Monthly strategy call with your CFO
  • Budgets, variance reports, and rolling forecasts
  • QuickBooks + field software integration (ServiceTitan, BuildOps, Jobber, 20+ more)
  • Industry benchmark comparison
  • Support via email, phone, and Slack
Book a Call

Custom

Full back-office. Your way.

Starts at
$3,000/month

Best for: Established contractors who need a customized financial operation to support complex structures, growth plans, or exit preparation.

What's included

  • Everything in Growth, plus any of these:
  • Full accounts receivable management
  • Full accounts payable management
  • Payroll administration
  • Tax strategy and planning
  • Insurance audit and review
  • Custom reporting and dashboards
  • Growth and exit readiness packages
  • Multi-entity and multi-location support
  • Dedicated CFO with in-app, email, phone, and Slack access
Contact Us

Not sure which plan fits? Book a call and we'll figure it out together. Every engagement starts with a free profitability audit.

Why we're different

Built for the trades

Not generic finance consultants. We specialize in job costing, retainage, seasonal cash cycles, and the financial patterns unique to HVAC, plumbing, electrical, roofing, and general contracting.

Strategy, not just compliance

Your CPA files taxes. We help you decide which jobs to chase, when to hire, how to price, and where cash will be next month. We partner with your CPA so nothing falls through the cracks.

Data-driven

Built on operations analytics with Astra Service Partners, CIVC Partners, and other PE-backed portfolios across 2,200+ contractor engagements. We benchmark you against real industry percentiles.

Three ways to get started

See where you stand

Explore our industry benchmarks. Collection rates, margins, billing speed, and crew utilization across 2,200+ contractors.

View Benchmarks

Get your free audit

Book a 15-minute call. We'll connect to your books and deliver a full profitability audit. Free.

Book a Call

Just have questions?

Whether you're exploring options or ready to start, every conversation begins with understanding your business.

Send Us a Message

See where your money goes

15-minute call. We walk through your situation and show you what a profitability audit would uncover. Free.

Book a Call

No commitment. Cancel anytime.