Who We Serve

Contractors And Real Estate

We serve small and mid-sized businesses of all kinds, with a focus on the trades and real estate. We know how these businesses earn, spend, and pay tax.

Industries

Where We Do Our Best Work

Six kinds of clients we know well, each with its own way of tracking jobs, cash, and taxes.

Electrician working on an electrical meterContractors

Electricians

Job costing, payroll, and cash flow for electrical contractors, so you know which jobs actually make money.

Plumbing pipes and valves on a brick wallContractors

Plumbers

Clean books and tax planning for plumbing businesses, from service calls to larger projects.

Technicians servicing rooftop air conditioning unitsContractors

HVAC

Cash flow planning for busy and slow seasons, plus payroll and equipment costs for HVAC companies.

Construction site with workers and framingReal Estate

Builders

Project-level accounting and tax planning for home builders and general contractors.

Building plans being drawn up on a deskReal Estate

Developers

Entity setup, project accounting, and tax strategy for real estate development.

Modern home with a palm treeReal Estate

Investors

Tax planning for rental properties and portfolios, including 1031 exchanges and cost segregation.

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In A Different Industry?

We work with small and mid-sized businesses across many industries. Tell us about yours.

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