For referral partners
What we do, and what we don't
If you place surety, advise contractors, audit them, or write their comp policy, you already know the problem. Your client's books can't produce what you need, and fixing it isn't your job.
We run the construction accounting function underneath. Monthly WIP, job costing that reconciles to the field, retainage by contract, subcontractor compliance, and a financial package that arrives without follow-up questions.
Before anything else
What we do not do
We're putting this first because it's the question you actually have.
No attest work
No audits, reviews, or compilations. That stays with the CPA firm. We produce the records that make their engagement clean and cheap.
No insurance or surety
We produce schedules. Coverage, capacity, and program structure stay with you.
No strategic consulting seat
If you're sitting with the president on growth and capital structure, we're the function underneath producing the numbers you work from.
No taking the relationship
Referred clients stay referred. We report to whoever you want us reporting to.
We don't pay for referrals
No fees, no revenue share, no finder's arrangements, in either direction.
We do run a rewards program for existing clients who refer other contractors. It does not extend to professional partners and never will. That keeps your recommendation clean and means you have nothing to disclose to your own client, your firm, or your licensing body.
Four conversations
Pick your side of the table
The problem looks different depending on which seat you are in. Each of these is written to one of them.
For surety agents and bonding brokers
A WIP schedule that is current every month, with retainage broken out and underbillings identified rather than buried.
Read itFor fractional CFOs and advisory firms
You hold the strategic seat. We close the books, run AP, build the WIP, and chase the sub documentation underneath you.
Read itFor CPA firms with construction clients
Independence rules push the monthly accounting elsewhere. We build to what the attest engagement needs, and we never perform attest work.
Read itFor insurance brokers
Premium audits are decided by documentation, months before the auditor arrives. We build the records that survive one.
Read it
Tell us where the conversation is stuck
If you have a contractor in mind, the useful first call is with you rather than with him. Tell us what the reporting is missing and we can be specific instead of starting from a blank page.
Start a conversation