add-on paths & specialty services
Because “we’ll figure it out as we go” gets expensive, and contracts are cheaper than arguments.
Featured Add-On Paths
Complete specialty service paths designed to help you launch, organize, document and grow your business. Add a service path or choose individual services as needed.
Launch Path
Build your business on a solid foundation with professional setup, organized systems, and practical guidance from day one.
Build Path
Project tracking, job costing, and financial reporting designed to keep your construction projects organized from start to finish.
Support Path
Professional invoicing, payment tracking, and collections support that helps you get paid faster and stay organized.
Scout Path
Property research and investment analysis that helps you evaluate opportunities before committing your time and money.
Scope Path
Professional proposals, agreements, and project documentation that define expectations and protect your business before work begins.
Individual Add-On Services
Flexible, stand-alone services available for customized business needs and goals without enrolling in a monthly service plan.
Annual Federal Personal Tax Filing
Flexible, stand-alone services available to support your business without enrolling in a monthly service plan.
Annual Federal Business Tax Filing
Professional preparation and filing of your annual federal individual income tax return with year-round support when needed.
Federal Personal Extension Filing
Need more time? File your federal personal tax extension accurately and on time.
Federal Business Extension Filing
Request additional time to file your federal business tax return while maintaining compliance with IRS deadlines.
Annual State Personal Filing
Preparation and filing of your required state individual income tax return based on your state’s filing requirements.
Annual State Business Filing
Preparation and filing of required state business tax returns to help keep your business in good standing.
Books Clean Up
Catch up overdue bookkeeping, organize historical financial records, and get your books back on track.
Additional Account Reconciliation
Monthly reconciliation for additional bank, savings, credit card, or loan accounts beyond those included in your bookkeeping Path.
Subcontractor Compliance Mgmt
Organize subcontractor records, W-9s, payment tracking, and 1099 preparation support to simplify year-end reporting.