Most contractors do not have a profit problem. They have a visibility problem.
We help you clean up your financials, connect your systems, and build reports that show what is really happening in your business. No more conflicting numbers, end-of-month surprises, or guessing where you stand.
From job performance and cash flow to overall profitability, you get a clear, consistent view of your business so you can make better decisions faster.
Before ongoing service begins, every client completes a one-time financial setup to ensure their books and systems are accurate.
Financial Foundation Setup | 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.
Best for stable businesses that want clean, reliable financial reporting. | $2,500 per month Includes:
• Monthly bookkeeping and transaction categorization
• Bank and credit card reconciliations
• Monthly financial statements
• Profit and Loss Statement.
• 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 prioritized 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.
