our Packages

Lower Tax Burden, Efficient Processes, & Impeccable Financials

Simplify your financial management with our comprehensive suite of services. From tax returns to bookkeeping, we handle all your accounting tasks with expertise and dedication. With a dedicated point of contact, we provide year-round support to ensure your business thrives.

what's included

Your Complete Outsourced
Accounting Package

Unlock the full potential of your business with our comprehensive outsourced accounting package. From tax returns to bookkeeping and financial analysis, we provide all the essential accounting services you need for success.

Lower Taxes
Streamline Your Financial Records

Leave the mess behind and let us transform your financial records into a clean and organized system, ensuring accuracy & efficiency.

Optimize Tax
Savings & Planning

We will analyze your financials, identify tax reduction opportunities & create a customized plan to minimize your tax burden while staying compliant.

Comprehensive Bookkeeping & Payroll

From monthly bookkeeping to seamless payroll management, our dedicated team will handle all your accounting needs, allowing you to focus on growing your business.

CPA & Tax Accountant in the Carolinas

Service Plans

We help electrical contractors in the Carolinas know their numbers, make more profit, and keep more cash.

Apprentice


Clean books every month. No tax-time surprises.

Get Started
  • Monthly bookkeeping
  • Monthly Profit & Loss and Balance Sheet
  • Annual tax planning

*Business tax return available as an add-on

Foreman


Fractional CFO support — KPIs, WIP, cash flow, and bonding readiness.

Get Started
  • Everything in our Apprentice and Journeyman Packages PLUS
  • Your own part-time CFO, plus a monthly strategy meeting
  • Weekly financial scorecard & KPIs
  • Monthly WIP report
  • 13-week cash flow forecast
  • Bonding & surety support
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 →