Prices
Flat monthly bookkeeping plans and Sage software services they publish, sized by annual revenue.
Foundation$400/moStartup to $2M revenue; reconciliation, job cost tracking setup, monthly P&L and balance sheet
Growth$750/mo$2M to $10M revenue; adds WIP schedules, AIA billing support, payroll coordination
Advisory$1,500/mo$10M+ revenue; adds virtual CFO oversight, cash flow forecasting, surety support
Sage 100 Contractor implementationStarting at $8,500Setup, data migration, chart of accounts and staff training
Sage support retainerStarting at $500/moOngoing technical support and updates
Confirm the price with them before you buy.
How they work
From their pricing page and homepage.
Flat monthly rateno hourly billing, no hidden fees
1 bookkeeperdedicated to your account
30-minute callfree, to scope the right plan
Works with your CPAhands over clean books at tax time
Steps: A three-stage path: QuickBooks bookkeeping from startup to $5M, Sage 100 Contractor from $5M to $25M, and Sage 300 CRE above $25M, with data migration and training at each move.
Who they work with
From their website and portfolio.
Industries
ConstructionTradesProperty managementShort-term rentalsHealth & wellnessLegal & accounting4–6 weeksfor a 60-second video
50 / 50paid up front, then on completion
2 revisionsat every stage
Source filesincluded as standard
