Pricing
Three plans. Flat monthly pricing.
Pick your revenue range to see your price. Every quote is confirmed after a free Job Profit Snapshot of your books.
Back Office
We run your whole back office: bills, invoices, collections, payroll and taxes.
$2,997/mo
4 bank & card accounts, under 250 transactions a month
- Everything in Job Profit
- Weekly bookkeeping
- Bill pay, invoicing and collections
- Payroll processing
- Sales and excise tax filing
- 13-week cash flow forecast
- Standing monthly live meeting
Replies: Same business day
Start with a free SnapshotJob Profit
Know what every job made, every month, and walk into tax season with nothing missing.
$1,097/mo
4 bank & card accounts, under 250 transactions a month
- Everything in Clean Books
- Job costing and a P&L for every job
- Monthly Job Profit Scorecard
- Year-round W-9 tracking and 1099-NEC filing
- CPA year-end package
- Quarterly profit review, recorded
- Bid Check: estimate vs. actual on past jobs
Replies: 1 business day
Start with a free SnapshotClean Books
Books closed and reconciled every month, so your CPA stops asking questions.
$697/mo
4 bank & card accounts, under 250 transactions a month
- The Level Close, every month
- Bank and card reconciliation
- Monthly P&L and balance sheet
- Recorded monthly walkthrough
- Text or email a receipt, we file it
Replies: 2 business days
Start with a free SnapshotWe onboard two new clients a month. Start dates are the 1st and the 15th.
With a 12-month agreement
What comes with signing for the year
Setup fee waived
QuickBooks review, a chart of accounts built for contracting, jobs set up and bank feeds connected. A $997 setup fee ($497 on Clean Books), waived.
Bid Check on your last 10 jobs
Estimate vs. actual on ten finished jobs, so you see where margin leaked. Sold separately for $495. Job Profit and Back Office.
15% off catch-up work
If your books are behind, the catch-up project is 15% off when you sign a 12-month agreement at the same time.
Prefer month to month? Same monthly rate, setup fee charged, no extras.
Compare plans
Everything in each plan, side by side
| What's included | Back Office | Job Profit | Clean Books |
|---|---|---|---|
| The Level Close: categorize, reconcile, close | Weekly | Monthly | Monthly |
| Monthly P&L and balance sheet | ✓ | ✓ | ✓ |
| Recorded monthly walkthrough | ✓ | ✓ | ✓ |
| Text or email a receipt, we file it | ✓ | ✓ | ✓ |
| Job costing and a P&L for every job | ✓ | ✓ | – |
| Monthly Job Profit Scorecard | ✓ | ✓ | – |
| Year-round W-9 tracking and 1099-NEC filing | ✓ | ✓ | – |
| CPA year-end package | ✓ | ✓ | Add-on |
| AI document intake: supplier PDFs, CPA notes, spreadsheets | ✓ | ✓ | – |
| Quarterly profit review | Live meeting | Recorded | Add-on |
| Bid Check: estimate vs. actual | ✓ | ✓ | Add-on |
| Bill pay and vendor management | ✓ | – | – |
| Customer invoicing and collections follow-up | ✓ | – | – |
| Payroll processing | ✓ | – | – |
| Sales and excise tax return filing | ✓ | – | – |
| 13-week cash flow forecast | ✓ | – | – |
| Standing monthly live meeting | ✓ | – | – |
| Response time | Same business day | 1 business day | 2 business days |
Add-ons for Clean Books
Buy the extras one at a time
- CPA year-end package plus 1099-NEC filing: $795
- Bid Check on 10 finished jobs: $495
- Quarterly profit review, recorded: $195 per quarter
Job Profit includes all three, plus job costing every month.
How quoting works
Three steps to a real number
1 · Free Job Profit Snapshot
Send view-only QuickBooks access or one month of statements. We send back a one-page snapshot of your books.
2 · Follow-up call
We walk through the Snapshot and the plan that fits, on a 20-minute call.
3 · Proposal
In your inbox within 24 hours, good for 7 days, with your start date.
Questions
Pricing FAQ
Which plan should I pick?
Most contractors want to know what each job made and to have January handled. That's Job Profit. Clean Books fits if your CPA already handles year-end and you only need clean monthly books. Back Office fits if you want bills, invoicing, collections and payroll off your plate.
Why do you need to see my statements before quoting?
Volume drives the work. Two businesses with the same revenue can have very different numbers of accounts and transactions, so the free Job Profit Snapshot comes first and the quote comes from it.
What's the setup fee for?
Reviewing your QuickBooks, building a chart of accounts for contracting, setting up jobs and connecting bank feeds. It's waived on a 12-month agreement and due if you cancel before month 12.
Can I go month to month?
Yes, at the same monthly rate. The setup fee is charged and the 12-month extras don't apply.
Is catch-up work included?
No. Catch-up is quoted separately: months behind times your plan's monthly rate, with 15% off on a 12-month agreement. It can be split into three monthly payments.
What moves me up a revenue band?
More bank and card accounts, or more monthly transactions, than your band includes.