Tier 1 — Project Foundations

Starting at: $500 / month

Best for businesses with active projects that need reliable structure and consistency.

Includes:

• Monthly bookkeeping and reconciliations

• Projects or jobs enabled and maintained in QuickBooks

• Income and expenses consistently assigned by project

• Standard project-level financial reports

• Ongoing checks for proper coding and allocation
  
  

This tier establishes and maintains a clean project-based foundation.

Tier 2 — Active Job Costing

Starting at: $1,000 / month

Best for businesses that rely on job profitability to make decisions.

Includes everything in Tier 1, plus:

• Detailed job cost categories (labor, materials, subs, etc.)

• Ongoing job cost accuracy review

• Monthly job profitability analysis

• Support for operational questions and decisions

• Adjustments as projects evolve
  
  

This the most common tier for builders, designers, and other project-based businesses.

Tier 3 — Advanced Project & Advisory

Starting at: $2,000 / month

Best for complex, high-volume, or multi-project operations.

Includes everything in Tier 2, plus:

• Advanced project structures (phases, classes, programs, or batches)

• Multi-revenue stream alignment

• Inventory or COGS oversight (where applicable)

• Sales tax and compliance support (reporting & reconciliation)

• Deeper monthly review and ongoing optimization

• Priority support
  

This tier supports businesses where financial clarity directly impacts profitability.

**All monthly services assume active project, job, phase, or program tracking. These services are designed for businesses that need ongoing visibility into profitability — not basic bookkeeping.