Scalable Pricing Built for Home Builders & Remodelers
We offer fully customizable accounting and advisory solutions. There are three ways to work with us:
1. Done For Me (Monthly Accounting & Advisory)
2. Do It Yourself (After Our Training)
Explore and purchase options below, or schedule your Clarity Call when you are ready to move forward.
1. Done For Me (Monthly Accounting & Advisory)
Plans start at $2,117/month
Our primary service handles the heavy lifting of your day-to-day accounting, job costing, and financial reporting. Every "Done For Me" plan includes:
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Up to 200 accounting tasks per month done on your behalf
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Unlimited "quick questions" via email
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Quarterly estimated income tax payment calculations
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Monthly reconciliations for bank and credit card accounts
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Monthly management financial reporting package at $39 per report
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Monthly job reconciliation between your construction management software (BuilderTrend, JobTread, etc.) and QuickBooks Online (QBO)
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Tax letter review & response: up to one complimentary hour per letter
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Annual overhead budget creation (completed in Q4)
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Customized accounting procedures
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Accounts Payable & Inbox Monitoring
Definition and Tracking of "Accounting Tasks"
An Accounting Task is a granular, incremental unit of work performed on your behalf (typically taking 5–10 minutes). To maintain transparency, tasks are tracked via:
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QuickBooks Online Audit Log: Simple QBO transactions (filtered by our team usernames) count as 1 task each.
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Job Software Bill Entry: Construction management software entries (tracked via source PDF files saved in dedicated client project folders).
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Bill Payments: Vendor bills processed on your behalf.
Additional tasks beyond the included 200 are billed in arrears at $5.29 per task.
The Affordability Index Cap
We are on a mission to deliver predictable, affordable accounting to residential construction companies. To protect you as you grow, we cap your maximum monthly invoice using our Affordability Index.
Your monthly fee is capped at a sliding percentage based on your Trailing Twelve Month (TTM) activity (calculated quarterly on a rolling cash basis to smooth out seasonal job spikes):
Trailing 12-Month Volume | Affordability Index % | Monthly Fee Cap Range |
|---|---|---|
Up to $2.8 million | Hard Floor Applied | $2,117 |
$2.9 – $4.9 million | 0.9% | $2,117 – $3,750 |
$5.0 – $11.9 million | 0.8% | $3,750 – $8,000 |
$12.0 – $24.9 million | 0.7% | $8,000 – $14,583 |
$25.0 – $100+ million | 0.6% | $14,583 – $50,000 |
Keep in mind: Your monthly invoice could be significantly lower than the Affordability Index Cap if we have minimal Accounting Tasks to complete in any given month.
2. Do It Yourself (After Our Training)
Empowerment Plan: $1,755 (One-time payment)
Click here to schedule your first session
Empower yourself or your in-house staff to manage your accounting with direct guidance from a CPA.
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Eight (8) pre-scheduled weeks of 1-hour 1-on-1 lessons with Jon
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Fully customizable curriculum, starting from our proven residential construction template
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Unlimited "quick questions" via email throughout the 8-week course
3. Pre-Construction Blueprint
One-time fee: $1,570
Click here to schedule your pre-construction blueprint
Get expert CPA eyes on your existing setup without committing to a monthly retainer.
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1-month intensive engagement evaluating historical financial statements and internal procedures
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Complete technical review of your QBO setup and job management software (BuilderTrend/JobTread) integration
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Office procedure audit
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Up to two 1-hour consultation calls to evaluate the accounting competency of your internal staff
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Comprehensive PDF Summary Report detailing actionable fixes—usable by any qualified CPA firm
Add-Ons, Tax Prep & Fee Exclusions
The Affordability Index cap applies strictly to ongoing monthly bookkeeping, reconciliations, and reporting. The following out-of-pocket costs, tax returns, and special engagements sit outside the monthly cap and are billed as follows:
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On-Site Client Visits: $1,552 per day (Covers travel, lodging, airfare, transportation, and scheduling adjustments.
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Business Tax Returns (1120-S, 1065): Flat-rate packages starting at $2,159.
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Simplified Entity Tax Preparation: Available for small or inactive entities at $195/hour + $150 software pass-through fee.
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Individual Tax Return (1040): Starts at $648.
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S-Corp Election (Form 2553): $227.
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Virtual Meetings: $195 / hour.
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Special Projects: Non-routine projects (advanced variance analysis, year-end Builder20 inputs, historical cleanups) from $127 / hour.
Frequently Asked Questions
What's a Clarity Call?
A Clarity Call ($195) is an open-ended, 60-minute strategy session with an in-house CPA dedicated to residential builders and remodelers. We review your QBO file, job software sync, and financial reports, then build a clear roadmap for your business.
Bonus: The $195 fee is 100% credited back toward your first month of service when you sign up for a monthly plan. Here's an example agenda:
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Mins 1–10: Introductions & Goals — Getting to know each other, discussing your business, and defining what you aspire to achieve.
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Mins 11–15: Bank Feed Review — Checking QBO to see if all bank accounts and credit cards are linked, and reviewing unposted transactions.
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Mins 16–20: Reconciliation Check — Reviewing Reconciliation Reports to ensure your accounts are reconciled correctly and up to date.
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Mins 21–30: Job Software Deep Dive — Reviewing your BuilderTrend or JobTread setup to evaluate your use of budgets, purchase orders, scheduling, and bill pay processes.
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Mins 31–40: Integration Review — Examining the synchronization between your job software and QBO to verify jobs, cost codes, and vendors are linked properly.
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Mins 41–50: Financial Reporting — Analyzing your QBO Profit & Loss, Balance Sheet, and Chart of Accounts so your reports actually serve your decision-making.
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Mins 51–60: Best Practices & Action Plan — Discussing office procedures to help you gain clarity, simplicity, and confidence in your finances.
Note: We can also substitute any part of this agenda for a topic that's higher priority to you
What is excluded from the Affordability Index calculation?
The Affordability Index applies exclusively to monthly recurring bookkeeping, job costing, and reporting services. Annual tax compliance returns (1120-S, 1065, 1040), on-site travel fees, pass-through software subscription fees, and out-of-scope special projects are billed separately as noted in our menu above.
How does the Affordability Index work if I pause service?
The Affordability Index requires consistent, year-round support from MyBuilderCPA. If you pause or terminate service voluntarily before the end of the calendar year, you will be billed for work performed that would have resulted in standard task billings above and beyond the discounted cap.