Monthly Bookkeeping Packages for Hispanic Construction Contractors
Financial clarity every month – so you always know which jobs make money, stay tax-ready, and grow with confidence.
What You Get With Every Package
Regardless of the plan you choose, all packages include:
• Clean, reconciled books every month – bank and credit card accounts matched and up to date.
• Organized, tax-ready records – categorized transactions and proper documentation so tax time is calmer for you and your CPA.
• Bilingual support (English & Spanish) – I explain your numbers in plain language, so you always understand what’s going on.
• Construction-focused bookkeeping – job costing, cost of materials, labor, subcontractors, and overhead in a way that makes sense for contractors.
• Secure, cloud-based tools – QuickBooks Online and other apps, set up correctly for your business.
Clean books. Clear numbers. Better decisions.
Starter Package – “Get Things Under Control”
Best for:
Solo contractors or small crews who need to get their books caught up and under control.
What’s included:
• Monthly reconciliations for bank and credit card accounts
• Categorization of all business transactions
• Basic reports: Profit & Loss and Balance Sheet
• Email support for questions about your numbers
• Tax-ready financials your CPA can use
You’ll get:
Clarity on your income and expenses, and confidence that your books are finally in order.
*Pricing: Flat monthly fee – we’ll define the exact amount together based on your volume.*
Standard Package – “Know Your Job Profitability”
Best for:
Contractors with multiple projects who want to understand which jobs are profitable and which are not.
Everything in Starter, plus:
• Job costing setup inside QuickBooks
• Monthly job profitability reports
• Labor and materials cost tracking by project
• Support separating business and personal expenses
• Bilingual review of your numbers each month (English & Spanish)
You’ll get:
Clear visibility into which projects put money in your pocket, so you can bid better and stop guessing.
*Pricing: Most popular option – monthly retainer based on project volume.*
Growth Package – “Build a Scalable Construction Business”
Best for:
Growing contractors with employees, subcontractors, and ongoing projects who want full financial clarity.
Everything in Standard, plus:
• Accounts Payable (AP) and Accounts Receivable (AR) support
• Payroll journal entries
• Subcontractor cost allocation by project
• Dedicated monthly financial review call
• Support coordinating with your tax preparer or CPA
You’ll get:
A clear, dependable financial picture every month so you can make decisions about hiring, equipment, and growth with confidence.
*Pricing: Custom monthly package based on transaction volume and team size.*
Which Package Is Right for You?
Use this quick guide:
• If your books are behind or messy → Start with Starter to get clean and current.
• If you already have basic bookkeeping but no job-level clarity → Choose Standard to see job profitability every month.
• If you have a crew, subs, and want a finance partner → Go with Growth to get full support and monthly review calls.
If you’re not sure, we’ll decide together during your free consultation.
How Pricing Works
To keep things simple and predictable for you:
• Flat monthly fee – no hourly surprises.
• Based on transaction volume and complexity – number of bank/credit card accounts, payroll, and projects.
• Reviewed annually – as your business grows, we adjust the plan together.
During your free consultation, I’ll review your current books and give you a clear, written quote before we start.
Add-On Services (Optional)
If needed, I can also help with:
• Catch-up and clean-up bookkeeping for prior months/years
• Setting up or restructuring your QuickBooks Online file
• Migrating from spreadsheets or another system
• Basic cash-flow tracking and budgeting
• Simple KPI dashboards focused on your jobs and crews
These can be one-time projects or added to your monthly plan.
Frequently Asked Questions
Q: Do you only work with construction businesses?
Yes. My focus is on Hispanic construction contractors – remodelers, small GCs, specialty trades, and similar businesses. That’s where my systems are optimized.
Q: Do I need to already be on QuickBooks Online?
No. If you’re not on QuickBooks yet (or your file is a mess), I’ll help you set it up or clean it up as part of onboarding.
Q: Will you work with my CPA or tax preparer?
Absolutely. My job is to keep your books clean and tax-ready so your CPA can focus on tax strategy, not fixing bookkeeping.
Q: Do you offer contracts or can I cancel?
I work on a simple monthly agreement. If our collaboration ever stops being helpful for you, you can cancel with notice.
Q: What do you need from me each month?
Mainly: access to your bank/credit card feeds, copies of invoices/receipts where needed, and 30–45 minutes for a review call (depending on the package).
Ready to get financial clarity every month?
Let’s review your current situation, talk about your goals, and choose the package that gives you the clarity and support you need.