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Bookkeeping · Taxes · Software

Everything You Need in One Place.

We simplify bookkeeping, taxes, and software for contractors — so you can stop stressing about your finances and get back to what matters most.

Take the Quiz

Free. Takes about 5 minutes. No commitment required.

Certified Experts 10+ Years Helping Contractors QBO | Xero | Gusto | Bill

— Bookkeeping

Clean Books. Clear Picture.

You didn't start your business to spend nights and weekends buried in receipts and spreadsheets. We handle your bookkeeping so your records are accurate, organized, and always up to date — giving you a clear picture of where your money is going.

Ongoing monthly or quarterly bookkeeping
Bank and credit card reconciliation
Expense categorization and records organization
Financial statements (P&L, Balance Sheet)
Cleanup for disorganized or behind records
Learn More About Bookkeeping

The Problem

20+ hrs

per month lost to financial tasks — that's 25% of a full work week, nights and weekends included.

SCORE

The Risk

$162M

in IRS penalties assessed against taxpayers who filed bad tax claims on their own.

IRS, 2026

— Tax Services

Stress-Free Taxes. No Surprises.

Tax season shouldn't mean scrambling for receipts and dreading a surprise bill. We handle your business and personal taxes with precision and planning — so you know exactly what you owe before it's due.

Business and personal tax preparation
Tax planning and strategy
Estimated quarterly payments
Payroll tax filings
Sales tax support
Learn More About Tax Services

— Software Support

Software That Actually Works.

Your accounting software should save you time, not create more headaches. We set it up right, train you on how to use it, and provide ongoing support — so your tools actually work for your business.

Software selection and advice
Setup and training (QBO, Xero)
Payroll setup with Gusto
Integration and troubleshooting
Systems and process guidance
Learn More About Software Support

The Reality

89%

of small business owners find DIY bookkeeping and software setup complex and time-consuming.

Block Advisors study

— How it works

Getting Started Is Simple.

1

Take the Financial Clarity Quiz

A quick, free quiz that reveals exactly what's causing your financial stress — and gives you clear, actionable next steps.

2

Schedule a Call

Review your results with one of our certified experts. We'll walk you through what we found and talk about what comes next — no pressure.

3

Get a Personalized Plan

Receive a plan tailored to your situation — covering bookkeeping, taxes, and software — designed to simplify your finances.

Take the Quiz

Free. Takes about 5 minutes. No commitment required.

— Real contractors. Real results.

Contractors Trust ProAdvisor CPA.

Knowing that my financial affairs are in capable hands allows me to focus on other aspects of my life and business.
— Mark Toothman, Founder, Artisan Electrical
Mark Toothman

“Their services have significantly reduced my stress levels by handling complex tax matters efficiently and accurately.”

Mark ToothmanFounder, Artisan Electrical
Arthur Flores

“Their professionalism and communication are top-class. I did not know what I was missing until I found it with them.”

Arthur FloresFounder, Mr. Reliable Plumbing
Arturo Guerrero

“Their attention to detail and expertise has been invaluable. I view them as a true extension of our team.”

Arturo GuerreroFounder, Freedom Sourcing

— Common questions

Questions About Our Services.

Do I need all three services?

Not necessarily. After your Financial Clarity Review, we'll build a personalized plan based on what your business actually needs. Some contractors need bookkeeping and tax services, others just need software support. Your plan is tailored to your situation.

How does pricing work?

The Financial Clarity Review is $1,000 for business owners. After the review, ongoing service pricing varies based on the complexity of your situation, the services you need, and the state of your current records. We'll give you clear pricing before any work begins.

What accounting software do you support?

We work exclusively with QuickBooks Online (QBO) and Xero for accounting, and Gusto for payroll setup. If you're on a different platform, we can help you migrate to one that actually works for your business.

Can you clean up messy books?

Yes — multi-year cleanup is one of our core bookkeeping services. Whether you're months or years behind, we'll get your records organized, accurate, and current so you have a clear picture of your finances.

What's the first step?

Take the free Financial Clarity Quiz. It only takes about 5 minutes and reveals exactly where your finances need attention. From there, you'll schedule a call with one of our certified experts to review your results and map out next steps.

Ready to Simplify Your Finances?

Take the free Financial Clarity Quiz and find out exactly where your finances need attention.

Take the Quiz

Free. Takes about 5 minutes. No commitment required.