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Service Solutions

We specialize in financial operations, accounting oversight, and controller-level support for contractors, construction companies, and growing businesses.

General Bookkeeping and Administrative services include:


✔ bank reconciliation

✔ invoicing
✔ weekly payroll

✔ job costing

✔ quarterly sales tax filing

✔ tax prep assistance

✔ expense tracking

✔ accounts receivable management

✔ accounts payable management


Specialized Skills in:


✔ certified payroll (DIR, LCP reporting)

✔ union contract knowledge
✔ union benefits reporting

✔ retention tracking

✔ contract billing (AIA format)

✔ yearly insurance audit compliance

✔ subcontractor management

✔ yearly 401k and 571-L compliance

✔ business preparation & support during business sale or ownership transition.


Software Knowledgable in multiple formats, including:



✔ QuickBooks

✔ NetSuite

✔ PENTA

✔  Sage

✔  Foundation

✔  ViewPoint Construction

✔  Payroll Specific - Gusto, ADP, Paychex & more!






Financial Operations & Systems services:



✔ financial and operations workflow
✔ SOP and process development
✔ operational structure & documentation
✔  Internal controls & approval flows

✔  software & system alignment

✔  cleanup and reorganization of existing systems

✔  organize document and financial file systems

✔  defined team roles and responsibility workflow

✔  compliance tracking workflows (licenses, payroll, vendors)



When this service is right for you & your business?


When Financial Operations & Systems support is helpful:

  • Your processes live in people’s heads instead of systems
  • Financials and operations feel disconnected
  • Workflows are inconsistent or unclear
  • You’ve grown but systems haven’t kept up
  • Reporting isn’t giving clear insight
  • You’re preparing to scale or hire