For Companies With Complex Operations

We Recognize Revenue Correctly.

You Focus on Your Business.

Custom financial systems + strategic accounting for businesses with complicated cost structures, heavy capital investments, complex bill of materials, and revenue that doesn't fit a simple model.

Serving clients across Canada and the United States
Schedule a Profitability Analysis
Complicated BOM? Every material, component, and cost tracked to the line
Revenue recognition mess? Percentage-of-completion done right
Pricing blind? Know your margins before you commit to the project
Heavy capital investments? Asset tracking, depreciation, and ROI clarity
Milestone billing chaos? Bill on progress, not guesswork
Multi-state or cross-border? Tax compliance across jurisdictions handled
Books always behind? Precision bookkeeping, closed on time
Need custom tools? We build the financial software that doesn't exist
Complicated BOM? Every material, component, and cost tracked to the line
Revenue recognition mess? Percentage-of-completion done right
Pricing blind? Know your margins before you commit to the project
Heavy capital investments? Asset tracking, depreciation, and ROI clarity
Milestone billing chaos? Bill on progress, not guesswork
Multi-state or cross-border? Tax compliance across jurisdictions handled
Books always behind? Precision bookkeeping, closed on time
Need custom tools? We build the financial software that doesn't exist

The CPA Who Builds Software
Because I've Run These Businesses Myself.

01
Custom Financial Systems
We build software from scratch that matches your exact business model. Not a QuickBooks configuration—actual production systems for costing, billing, and analysis.
02
POC Accounting Expertise
Percentage-of-completion accounting is complex. Most CPAs avoid it. Those who do it don't build software. We do both—because we've operated businesses that required it.
03
Operator Experience
We've been on your side of the desk. We've managed crews, priced projects, tracked materials, and wrestled with margins. We understand your pain because we've lived it.

Areas of Strategic Impact

01
+
Custom Financial Systems
Purpose-built software that matches how your business actually works.
We build costing engines, inventory systems, project dashboards, and financial tools from scratch. Your business model is unique—your financial software should be too. No more forcing your workflow into generic platforms.
02
+
Profitable Proposals
Know your true margins before you quote.
We build custom costing engines that calculate true project costs—labor, materials, equipment, subcontractors, overhead—before you commit. Every proposal priced to win AND priced to profit.
03
+
Revenue Recognition
Percentage-of-completion and milestone billing done right.
Multi-period projects require specialized accounting. We execute POC revenue recognition, WIP schedules, overbilling/underbilling tracking, and GAAP-compliant financial statements. Your cash flow stays predictable and your books stay compliant.
04
+
Daily Margin Tracking
Know your profitability today, not after the project ends.
We forecast project profitability at proposal stage, then monitor it daily through execution. You'll know if margins are slipping while there's still time to course-correct—not months later when the invoice goes out.
05
+
Cost & Vendor Intelligence
Every dollar to suppliers audited. Every purchase tracked.
We monitor every purchase to ensure best pricing from vendors. Price history tracking, cost creep detection, vendor classification, and strategic sourcing. Your materials margin stays protected no matter how complex your bill of materials.
06
+
Materials & Inventory
Complex bill of materials managed with precision.
Hundreds of SKUs across multiple vendors? We track consumption patterns, set reorder points, categorize inventory at a granular level, and ensure your supply chain supports your timelines—not derails them.
07
+
Dedicated Bookkeeping
Your books, maintained with precision and care.
Every transaction categorized correctly, every account reconciled, every month closed on time. Your financials are always audit-ready and decision-ready. We treat bookkeeping as the foundation of financial intelligence—not an afterthought.
08
+
Tax & Compliance
Multi-jurisdiction tax complexity, handled.
Cross-border operations between Canada and the US. Multi-state nexus for traveling crews. Corporate and personal tax strategy. We navigate the complexity of multi-jurisdiction compliance so you can focus on operations.
09
+
Payroll Management
Your people paid right, every time, everywhere.
We manage payroll end-to-end—wages, deductions, remittances, compliance. For crews working across multiple states or provinces, we handle multi-jurisdiction payroll taxes so you don't have to.

Purpose-Built Software. Proven in Production.

Built in-house. Deployed for clients. Designed to solve problems that off-the-shelf software can't.

Live System
CRISP
Cost, Revenue & Inventory Strategy Planner

End-to-end project costing and scenario analysis. Compare pricing strategies, forecast profitability, and make data-driven decisions before you commit.

Multi-Scenario Analysis
Project Financial Modeling
API Integrations
Proposal Generator
Version Control
Materials Database
Crew Planning
Pull Sheet System
Value: Know your true margins before you quote. Eliminate pricing guesswork forever.
Live System
TRACE
Task Recording & Completion Evaluator

Field inspection and progress tracking. Real-time visibility into project completion from anywhere. Know exactly where every unit stands.

Real-Time Sync
Custom Task Checklists
Mobile-First Design
Progress Dashboard
Completion Tracking
Multi-Site Support
Clean Interface
Crew-Friendly UX
Value: Track project progress in real-time. Bill accurately based on actual completion.
Live System
QBO Satellite
QuickBooks Online Enhancement Tools

Inventory intelligence that QuickBooks can't provide. Track what matters, categorize for control, and never run out of critical materials.

Inventory Categorization
Critical Item Tracking
Qty on Hand Calculations
Reorder Point Alerts
Vendor Classification
Purchase History
Cost Trend Monitoring
QBO Integration
Value: Turn inventory from liability into strategic asset. Never stockout on critical items.
Industries We Serve

Any project-based business with complicated costs, complex revenue, and heavy operations.

Commercial Contractors Specialty MEP HVAC & Refrigeration Fire Suppression Building Envelope Systems Integrators Kitchen Equipment Custom Manufacturing Government Contractors Field Service Companies

Dedicated Practices

Two industries where we run specialized practices with their own service models, software, and expertise.

Not Your Typical CPA Firm

01
Precision
Full-service accounting and bookkeeping. Your books, closed and accurate, every month.
02
Proposals
We partner on pricing. Know your margins before you quote.
03
Performance
Project-level profitability analysis. See what's working, what's not.
04
Purchasing
Inventory tracking, vendor management, and cost control built in.
05
Payroll
Multi-jurisdiction payroll for traveling crews. Nexus handled.
06
Partnership
We become your daily connection for finance. Not quarterly check-ins—daily operations support.

Let's Talk Profitability

60-minute consultation. No pitch. Just analysis.

We'll review your current project costing approach, identify where profit is leaking, and show you what a custom system could solve for your specific business.

Request Consultation