Built for real estate and construction owners. One flat fee, everything under one roof. No hourly billing. No surprise invoices.
FOUNDATIONS — $850/MO
Clean books & on time filings
Monthly bookkeeping, reconciled by job and property
Payroll for crew and staff, plus 1099 tracking
Annual tax preparation and filing (federal, WA B&O)
Live financial reports, profit and loss and balance sheet, anytime
GROWTH — $1,950/MO
Scaling jobs, crews & properties
Everything in Foundations, plus:
Proactive, year round tax strategy
Cash flow forecasting across draws, retainage, and payroll
Job and property level profitability reporting
Quarterly check ins with your CPA
PARTNER — $3,950/MO
A CPA in the room for big calls
Everything in Growth, plus:
Fractional CFO for pricing, growth, and financing decisions
Entity and tax structuring strategy
Monthly advisory meetings
Priority access to your team
All plans include a dedicated CPA, secure document portal, and advice in English or Vietnamese. Prices are starting points. Final fee depends on transaction volume and number of entities or properties.
Not sure which plan fits?
Book a free consultation and we will recommend the right plan for your business.