Most contractors don’t have a profit problem. They have a visibility problem.
We help you clean up your financials, connect your data, and build reporting that actually reflects how your business is performing. No more guessing, no more conflicting numbers, and no more waiting until the end of the month to understand where you stand.
From job-level performance to cash flow and overall profitability, we give you a clear, consistent view of your business so you can make faster, better decisions with confidence.
Get clear on your numbers.
Before ongoing service begins, every client completes a one-time financial setup to ensure their books and systems are accurate.
Financial Foundation Setup | The One-Time Fee: $5,000 Includes:
• Historical cleanup and reconciliation (up to 12 months)
• Chart of accounts review and optimization
• Accounting system setup or optimization
• Financial workflow documentation
• Integration of payroll, banks, credit cards, and key tools
• Month-one financial baseline and health review
This step ensures that all future financial reporting is built on clean and accurate data.
Once the financial foundation is established, LB Capital manages your financials each month.
Growth Financial Management | $2,500 per month
Best for stable businesses that want clean, reliable financial reporting.
Includes:
• Monthly bookkeeping and transaction categorization
• Bank and credit card reconciliations
• Monthly financial statements
• Profit & Loss
• Balance Sheet
• Cash Flow
• Financial close completed by the 15th of each month
• Email support for financial questions
• Year-end preparation for tax filing
$1,000 per review
Includes:
• Quarterly financial deep dive
• Trend and variance analysis
• Cash flow review
• Three to five priority financial recommendations
$2,000
A diagnostic review of your internal financial systems.
Includes:
• Chart of accounts structure review
• Internal workflow evaluation
• Internal reporting practices review
• Written improvement recommendations
Available for bookkeeping clients.
Annual Fee: $1,500–$2,000
Includes:
Business tax return preparation
Coordination between books and tax filing
Year-end tax planning review
Optional:
Quarterly estimated tax planning and payment support.