Services

You deserve clean books, organized systems, and someone who understands the financial details so you can focus on running your business. My services are designed to bring clarity, accuracy, and steady financial guidance without the cost of hiring a full-time employee.

FRACTIONAL CONTROLLER

For businesses that want consistent financial leadership and organized systems. I provide part-time controller-level support tailored to your needs, including:

✔ongoing financial oversight and organization

✔ job costing and project profitability tracking

✔ certified payroll and prevailing wage compliance

✔ AIA billing preparation and monthly draws

✔ cash flow review and tracking

✔ monthly close procedures

✔ oversight of bookkeeping and reconciliations

✔ system setup and workflow improvement

✔ clear, easy-to-read financial reporting

Perfect for growing small businesses and construction companies that want steady support and structure.

CONSTRUCTION ACCOUNTING

Job Costing & Profitability

Organized job tracking that helps you understand labor, materials, subcontractors, and overhead — so you know exactly what each project truly costs.

Certified Payroll

Weekly reporting, worker classifications, wage rates, fringes, deductions, and WH-347 preparation to keep you compliant on government-funded jobs.

Prevailing Wage Payroll

Accurate wage calculations, benefit allocation, and detailed payroll summaries for multi-state or public works projects.

AIA Billing

G702/G703 preparation, progress billing, retainage tracking, stored materials documentation, and submission support.

Subcontractor & Vendor Tracking

Clean, organized tracking for invoices, payments, and job assignments.

Cash Flow Organization

Better visibility into when money is coming in, going out, and how your billing cycles affect your business.

If you’re a contractor, these services are designed specifically to reduce stress and protect your profit.

SMALL BUSINESS ACCOUNTING

Monthly Close & Financial Reporting

Accurate reconciliations, organized books, and clear monthly reports so you always know where your business stands.

Bookkeeping Cleanup

Ideal for businesses that feel behind. I clean and organize your books so everything makes sense and you can move forward with confidence.

QuickBooks Setup

Complete setup tailored to your business, including chart of accounts, cost categories, bank connections, and workflows.

Ongoing Bookkeeping Support

Weekly or monthly bookkeeping, depending on your financial needs.

Payroll Review & Support

Basic payroll setup, classification checks, and process guidance to keep you consistent and compliant.

Who These Services Are For

• construction companies • service-based businesses

• contractors and subcontractors • small businesses needing

steady financial support • business owners who want calm,

organized systems • anyone tired of messy books or unclear

financials

If you need someone to handle the details while bringing clarity to your business, I’m here to help.

Not Sure What You Need?

Many clients start with fractional controller support and then tailor the services to fit their business. If you’re unsure which services are right for you, we can walk through it together.

Frequently Asked Questions

Do you work with both contractors and small businesses?

Yes. I specialize in construction accounting, but I also support a variety of small business owners with monthly close, cleanup, reporting, and controller-level guidance.

What is fractional controller support?

It’s part-time controller-level help without the cost of hiring a full-time employee. I handle the financial details, organization, reporting, and guidance your business needs on a consistent basis.

How do I know which package I need?

If you’re unsure, we’ll walk through your books, workload, and goals together. Most clients start with the Standard Controller Tier and adjust up or down as we go.

Do you offer bookkeeping?

Yes, but only as part of ongoing controller support. I no longer offer one-off bookkeeping services by themselves.

Do you help with certified payroll and AIA billing?

Absolutely. These are some of the most requested services from contractors, and I provide both full processing and review-level support depending on your package.

How does billing work?

Most clients are on a monthly retainer so they receive steady support and predictable costs. Cleanup work or special projects can be billed separately if needed.

Do you require a long-term commitment?

No. I typically work month-to-month, although most clients stay long-term because financial systems work best with consistency.

Do you offer tax preparation?

Tax services are available for ongoing business clients who receive monthly controller or bookkeeping support. My primary focus is ongoing controller services, organization, job costing, compliance, and monthly financial clarity.

Can you help if my books are messy?

Yes. Many clients start with a cleanup phase before transitioning into ongoing support. We’ll get everything organized so you can move forward confidently.

Do you use QuickBooks?

Yes. I specialize in QuickBooks Online for both small businesses and contractors. If you need setup, cleanup, or optimization, I can help.

Controller Packages

Pick the tier that’s right for where you are and where you’re headed.

💡Essentials Controller Support

a group of people sitting around a table with laptops
a group of people sitting around a table with laptops
$650 - $1,200*

For small businesses that need structure and monthly organization.

Includes:
• monthly r
econciliations
• monthly close checklist
• basic financial reporting
• light job costing review (if needed)
• bookkeeping oversight
• email support

Perfect for businesses that want clean books and simple monthly clarity without a full controller commitment.



📁Standard Controller Support

$1,800 - $3,000*

For contractors or growing businesses needing stronger financial organization.

Includes everything in Tier 1, plus:
• job costing setup or review
• AIA billing support
• certified payroll review
• cash flow tracking
• budget vs actual rep
orting
• workflow recommendations
• contractor-focused reporting package
• priority email support

Ideal for construction companies or businesses that need consistent financial guidance.

📊Full Fractional Controller

$3,500 - $6,500*

For businesses that want ongoing leadership and complete financial oversight.

Includes everything in Tiers 1 & 2, plus:
• full AIA billing preparation
• certified payroll processing
• subcontractor + vendor tracking
• weekly financial review
• cash flow planning
• KPI tracking & profitability analysis
• internal controls
• QuickBooks optimization
• monthly strategy call

This is the closest thing to having an in-house controller, without the cost of a full-time hire.

*Pricing varies based on complexity. Most clients fall within the ranges above.