our Packages

Bid Sharper. Bond Bigger. Keep More of It.

Every package below is built for one trade: electrical contractors in North and South Carolina. You're not buying a stack of reports — you're buying answers to the questions that cost you money. Which jobs are actually profitable. Whether you can afford the next hire. What your surety needs to see before raising your bond line.

what's included

Built Around the Decisions You Make

Bookkeeping, job costing, and tax work happen in the background. What you see is a clear read on where the money went, where it's going, and what to do about it next.

Know Where You Stand

Books closed every month in a format built for job-cost work — so you always know what you can safely spend and what's already committed.

Set the Tax Number Before It's Fixed

We plan before year-end, while the number can still change. S-corp election, equipment timing, retirement structure — decided when there's still time to act.

Decide What Work to Take

Job-level margin, WIP and over/under billings, and bonding capacity — the numbers that tell you which bids to chase and how big you can safely go.

CPA & Tax Accountant in the Carolinas

Service Plans

Three levels of support for electrical contractors in the Carolinas — from knowing where you stand, to deciding how big you can safely grow.

Apprentice


Know where you stand — every month, not every April.

Get Started
  • Monthly books closed and reconciled — organized for the way electrical contractors actually operate
  • A monthly read on whether you made money, not just collected it
  • BidGuard included — run any bid through our AI check before you send it
  • A tax plan set before year-end, while the number can still change
  • Quarterly set-aside recalculated as the year goes — not guessed in January
  • IRS and state notices handled start to finish — forward the letter, we take it
  • Your business return prepared, filed, and signed by a licensed CPA

Foreman


Decide how big to get. A CFO in your corner when the bids get bigger.

Get Started
  • Everything in Journeyman
  • A monthly strategy session with your CPA — hire, bid, or hold
  • BidGuard + CPA bid review — a licensed CPA pressure-tests up to 2 bids a month
  • WIP and over/under billings ready before your banker or surety asks
  • 13-week cash visibility — payroll is never a question
  • Bonding capacity worked directly with your surety agent
  • A weekly scorecard on the numbers that actually matter

Software closes books. It won’t code a change order to the right job or sit across from your surety agent. BidGuard flags a weak bid; your CPA tells you what to do about it.

Your return is signed by a CPA who can represent you before the IRS — a licensed person whose name is on it.

Notices are included in every plan. Examinations, appeals, and collections are handled by our firm under a separate engagement.

Optional Add-Ons

Invoicing & Bill-Pay

We send your invoices and pay your vendor bills — cash keeps moving without you chasing it.

Light Standard Heavy by monthly volume

Sales & Use Tax

Monthly filing and compliance across your NC & SC jurisdictions.

Multi-state ready
Not sure what you need? We’ll scope it on your consultation. Book a consultation →