Services We Provide
Construction Accounting & Job Costing Systems
The main focus of our services is to help you know your business numbers and understand what they mean so you can start making data driven decisions resulting in greater profit and better operations. We first check your business financials for errors and then deliver accurate reports to you on a monthly basis. We review the numbers together and strategize on steps to improve them. We make sure job costing systems and the accounting processes are set up to accurately track costs by project, Work-In-Progress (WIP), overhead expenses and KPI's.
Having extensive knowledge in Sage, Foundation, Computer Ease and Quickbooks Desktop and Online software, we work closely with your in-house staff to improve current processes and ensure timely delivery of necessary reports to measure targeted results.
CFO Services & Wealth Planning
As your CFO, we partner with you to help grow your profits, scale your business and build your wealth every single year.
After we establish your desired financial goals, we create a custom roadmap with monthly targets your business must hit. Your business is the vehicle that will take you to your financial freedom. We continue to review and strategize on the ways to optimize and maximize its growth and profitability every month.
At our monthly CFO meetings, we review your business financials and discuss key performance metrics (KPI's) and how it compares to the targets we set. We go over what needs to change to improve the numbers and then translate it into simple action steps. We hold you and your team accountable to executing those steps.
Tax Advisory Services
- Tax Planning: Planning is the key to legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies specific to your business to maximize after-tax income so you can invest your hard earned money into building your wealth rather than giving it to uncle Sam.
- Tax Preparation: We maximize deductions and use any available qualifying tax credits to make sure you pay the least amount in taxes possible.
- Tax Compliance: We review your tax position periodically and make sure you know how much money you owe to the IRS and the state every quarter. We calculate and make your estimated tax payments timely so there are no unexpected tax bills and penalties at the end of the year. We help protect you from the IRS, inform you of your rights as a taxpayer, and resolve your tax problems so you can have a peace of mind and protection.
Business Growth & Success Training
What does it take to build a successful business that generates 7 and 8 plus figures in revenue annually? Why not learn from someone who already accomplished it?
I have worked with many contractors over the last 15 years and watched some fail, some continue to struggle and some hit and surpass their financial and business targets. What is the secret of the ones that succeed?
Having accurate financial data is essential to building and growing a multi-million dollar business but it is impossible to do it without the right mindset and strong commitment. You must be willing to learn the skills in operations, sales, communication and leadership to get the right projects and attract the right team. Otherwise, you are stuck dealing with the same problems year after year not getting ahead financially.
Success is 80% mindset and 20% mechanics. What got you and your business to the level you are at today is not what will get you to the next level tomorrow.
This is the reason why we partnered with Grant Cardone who over the past 35 years developed the skills and strategies that helped him build multiple multi-million dollar businesses. We take Grant's principles and strategies on money, business growth and wealth creation and apply it to the construction industry and our CFO services. Providing access to Grant's vast practical education and experience will set our clients for massive success as it did for many other business owners in the past!