Monthly Bookkeeping

Bookkeeping is like keeping a job site organized. It ensures that every dollar is tracked, every expense is accounted for, and cash flow stays on schedule. Accurate financials allow your business to manage project costs, avoid cash shortages, and make smarter bidding decisions.

Accurate Bookkeeping will help you with…

• Job Cost Tracking – Accurately track labor, materials, and overhead to ensure profitability on every project
• Expense Management – Organize and categorize job-related expenses for easy tax deductions and budget control
• Progress Billing/Invoicing – Ensure timely and accurate invoicing to maintain steady cash flow throughout projects
• Account Reconciliation – Match bank transactions with books to prevent errors, fraud, and missed payments
• Payroll & Subcontractor Payments – Process payroll and ensure 1099 compliance
• Financial Reporting – Provide P&L statements, balance sheets, and cash flow reports
• Tax Compliance – Keep up with tax filings and industry-specific compliance requirements

Financial Advisory

Running a construction business isn’t just about building structures—it’s about building profits, too. Financial advisory helps you understand your numbers, optimize cash flow, and plan for sustainable growth. With the right financial blueprint, you can scale faster and more efficiently.

Financial Advisory will provide you with…

• Cash Flow Forecasting – Predict cash need to avoid shortages and keep projects running smoothly
• Job Profitability Analysis – Identify which projects are most (and least) profitable to optimize future bids
• Budgeting & Cost Control – Develop budgets that align with growth goals while controlling unnecessary expenses
• Debt & Financing Strategies – Secure funding for expansion, equipment, or slow seasons with the right financial approach
• Tax Strategy & Planning – Proactively minimize tax liabilities with construction-specific deductions
• KPI & Performance Tracking – Monitor financial health with industry-specific key performance indicators
• Growth & Expansion Planning – Strategize for hiring, new markets, or scaling operations

Fractional CFO

Having a Fractional CFO is like having a financial project manager for your entire business. Instead of just keeping up with the numbers, you’ll have expert insights to maximize margins, secure funding, and plan growth. With the right firm, you can scale operations & navigate economic shifts

A Fractional CFO will assist you with…

• Financial Strategy & Business Planning – Develop long-term financial roadmaps tailored to your construction business
• Profit Margin Optimization – Identify cost inefficiencies and pricing strategies to maximize profit
• Advanced Job Costing & Estimating – Implement data-driven methods to improve bidding accuracy and profitability
• Debt Restructuring & Capital Planning – Manage loans, credit lines, and capital investments strategically
• Risk Management & Compliance – Ensure financial stability by mitigating risks related to contracts, insurance, and taxes
• Leadership/Financial Decision Support – Assist owners with financial decisions, from hiring key staff to expansion
• Exit & Succession Planning – Prepare the business for a profitable sale or smooth leadership transition

Monthly Bookkeeping

Running a restaurant is fast-paced, and so are your finances. Bookkeeping ensures your finances are accurately tracked so you have financial clarity. Like a well-organized kitchen, good bookkeeping keeps service running smoothly, and good bookkeeping keeps your restaurant financially healthy.

Accurate Bookkeeping will help you with…

• Daily Sales & Expense Tracking – Accurately record revenue, transactions, and costs to maintain profitability
• Food/Beverage Cost Management – Monitor ingredient costs and reduce waste to maximize margins
• Payroll & Tip Reporting – Ensure staff wages, overtime, and tip allocations are correctly processed and tax-compliant
• Bank & POS Reconciliation – Match transactions from bank and POS to catch discrepancies and prevent fraud
• Financial Reporting & Tax Compliance – Generate financial statements and prepare for tax filings

Financial Advisory

Financial advisory helps you analyze costs, manage cash flow, and price your menu for maximum profitability. With expert guidance, you can optimize sales, prepare for slow seasons, and focus on what you do best—delivering amazing dining experiences.

Financial Advisory will provide you with…

• Menu Pricing & Profitability Analysis – Price dishes strategically to balance food costs, demand, and profitability
• Cash Flow & Seasonal Planning – Prepare for busy and slow seasons by managing cash reserves wisely
• Labor Cost Optimization – Find the right staffing balance/reduce needless payroll costs while maintaining service quality
• Vendor/Supplier Cost Negotiation – Identify cost-saving opportunities with suppliers without sacrificing quality
• Break-Even & Growth Strategy – Understand how much you need to sell daily to cover costs and hit profit goals

Fractional CFO

A Fractional CFO acts as your restaurant’s financial head chef. From menu pricing and vendor negotiations to expansion planning, they provide expert financial leadership without the cost of a full-time CFO. With data-driven insights, you can confidently scale and invest in your business.

A Fractional CFO will assist you with…

• Expansion & Multi-Location Strategy – Develop a financial roadmap for opening new locations or franchising
• Advanced Cost Control – Optimize food, labor, and operational costs to improve profit margins
• Debt Management & Financing – Secure funding for renovations, new equipment, or expansion with smart financial planning
• Risk Management & Compliance – Ensure financial stability by staying compliant with industry regulations
• Long-Term Profitability & Exit Planning – Plan for sustainable growth, whether you want to scale, sell, or transition ownership

Monthly Bookkeeping

We know running your retail business means juggling inventory, sales, and expenses. Yet accurate bookkeeping helps you manage cash flow, monitor profit margins, and avoid discrepancies. Just like a well-organized store creates a great shopping experience, solid bookkeeping ensures profitability.

Accurate Bookkeeping will help you with…

• Sales & Revenue Tracking – Record daily transactions accurately to monitor profitability and trends
• Inventory Cost Management – Track stock levels and cost of goods sold (COGS) to maximize profit margins
• Payroll & Vendor Payments – Process staff wages, commissions, and supplier payments efficiently
• Bank & POS Reconciliation – Ensure transactions from your bank and POS system match to prevent errors and fraud
• Financial Reporting & Tax Compliance – Provide profit and loss statements, sales tax tracking, and prepare for tax filings

Financial Advisory

Financial advisory helps you price products effectively, manage inventory costs, and forecast demand to avoid overstocking or shortages. you can also control expenses, optimize cash flow, and make data-driven decisions for growth. With the right financial strategy in place, you can focus on customers while maximizing your bottom line.

Financial Advisory will provide you with…

• Product Pricing & Profitability Analysis – Ensure your pricing strategy maximizes profits while staying competitive
• Cash Flow & Seasonal Planning – Prepare for peak seasons and slower periods with smart financial forecasting
• Inventory Turnover Optimization -Improve stock movement to avoid excess inventory and free up cash
• Expense Control & Budgeting – Identify areas to cut costs while keeping operations running smoothly
• Sales & Break-Even Analysis – Know how much you need to sell daily to cover costs and grow profitably

Fractional CFO

A Fractional CFO is like having a financial manager dedicated to your retail business—helping you increase margins, manage growth, and improve financial efficiency. With expert guidance, you can navigate market trends, streamline operations, and scale profitably. Regardless of the type of store, a Fractional CFO keeps your business sustainable

A Fractional CFO will assist you with…

• Expansion & Multi-Store Strategy – Develop a financial roadmap for opening new locations or scaling online
• Inventory/Supply Chain Optimization – Balance stock levels to reduce waste and improve cash flow
• Debt Management & Financing – Secure funding for renovations, new product lines, or business expansion
• Risk Management & Compliance – Stay compliant with tax laws, labor regulations, and retail industry standards
• Long-Term Profitability & Exit Planning – Plan for sustainable growth, whether you want to scale, sell, or transition ownership

Marketing Growing Strategies

Your online presence is your digital storefront; make it unforgettable. We deliver specialized web design, graphic design, social media strategy, and branding to help your business stand out, attract more clients, and build lasting trust. From stunning websites to strategic branding, we ensure your business remains noticeable and unique in your market.

Professional Resume & Education

Your resume is your first impression; make it count. Our professional resume and education services help you craft a compelling, polished resume highlighting your skills, experience, and value. Stand out to employers and confidently take the next step in your career growth. From coaching to ATS compatibility, we ensure that you position yourself as an expert in your field.