Services & Pricing
All-inclusive monthly pricing. Annual federal & Michigan tax return included. Month-to-month, no long-term contracts.
Starter
Books & Compliance
LLCs and sole props not yet on S-corp salary
Annual federal + MI tax return included
- Monthly Xero bookkeeping + reconciliation
- Trade-specific chart of accounts
- 1099 prep + MI compliance calendar
- Monthly P&L and balance sheet
- Quarterly check-in call
Growth
S-Corp Conversion + Management
Ready to convert to S-corp or already are
Annual federal + MI tax return included
+ $1,995 one-time — S-corp setup: Form 2553 filing, reasonable salary analysis, payroll setup
- Everything in Starter, plus:
- Officer payroll + quarterly payroll tax filings
- Quarterly estimated tax calculations
- Year-end tax planning session (60 min)
- LARA + Workers Comp tracking
- Semi-annual business review
Pro
Full Back Office
Crews, subs, and multiple jobs running
Annual federal + MI tax return included
- Everything in Growth, plus:
- Job costing + per-job P&L
- Sub compliance (COIs, W-9s, lien waivers)
- Full crew payroll + workers comp audit prep
- Cash flow forecasting (30/60/90 day)
- Quarterly strategy session + KPI dashboard
Add-On
Fractional CFO
Companies $2M+ wanting strategic leadership (add-on to Growth or Pro)
Added to your Growth or Pro plan
Strategic financial leadership without the full-time salary. Get a CFO-level partner who understands the trades and helps you make better business decisions — from equipment purchases to hiring to succession planning.
Schedule a CFO Consultation- Monthly financial review meeting (60 min)
- KPI dashboard with trend analysis
- Banking & bonding relationship support
- Growth planning & scenario modeling
- Equipment purchase / lease analysis
- Hiring vs subbing decision support
- M&A / succession advisory
- Cash flow stress testing
Not Sure Which Plan Is Right?
Start with our free S-Corp Calculator to see your potential savings, or schedule a free 15-minute call. We'll recommend the right plan based on your revenue, entity type, and goals.