Optimizing Operations & Labor Costs

Expert CPA Solutions for Specialty Trade Contractors

Strategic financial management, job costing implementation, and cash flow optimization designed to accurately track project margins, manage field payroll, and drive service profitability.

A handyman working on plumbing pipes behind a bathroom wall, with bathroom fixtures visible in the foreground.

Advisory and Tax Solutions for Service-Based Trades

Job Costing & WIP Implementation: Setting up sophisticated bookkeeping systems to accurately track expenses, materials, and labor to determine true profit per job.

Labor & Subcontractor Compliance: Guidance on W-2 vs. 1099 classification, payroll setup, and ensuring compliance with payroll tax and independent contractor regulations.

Fleet & Fixed Asset Tax Strategy: Maximizing depreciation deductions (Section 179 and Bonus Depreciation) on vehicles, heavy equipment, and tools.

Our Value Proposition: We provide the financial infrastructure to run your service business with precision. We implement bookkeeping systems that pinpoint margin leaks and provide aggressive yet compliant tax strategies for your most expensive assets—your fleet and your team.

FAQs

Q: How can we maximize tax deductions on our service vehicles and expensive tools?

A: We aggressively utilize Section 179 expense deductions and Bonus Depreciation on qualifying assets, often allowing you to deduct the full purchase price of a vehicle or equipment in the year it's placed in service.

Q: We often have materials stored for future jobs. How should we report this inventory for tax purposes?

A: This is considered inventory or Work-in-Process (WIP). We ensure you properly value and report these stored materials. Accurate inventory reporting is critical because understating it can lead to higher tax liability, while overstating it can mislead your management team.

Q: We need to increase our bonding capacity to bid on larger projects. How does our CPA help with that?

A: Bonding companies rely heavily on your financial statements, especially the working capital ratio and accurate Work-in-Process (WIP) reporting. We focus on optimizing your balance sheet presentation and providing the necessary assurance reporting (reviews or audits) to help you qualify for increased capacity.

Testimonial

"They completely digitized our back office, integrating our field service software with our accounting system. This move was incredibly efficient—we now close our books 40% faster." — David Flores, owner of Air Bourne Air A/C & Heat Inc, a regional HVAC contractor firm.