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We offer fully customizable solutions, but we find most of our clients fit into one of several categories:

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  1. Done for me

  2. Do it yourself​

  3. Assessment report

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Feel free to explore all options below

1. Done for me

1. Done for me

Plans start as low as $2,116/month and include:

  • Up to 400 accounting tasks done on your behalf by us

  • Unlimited "quick questions" via email

  • Quarterly estimated income tax payment calculations

  • Monthly reconciliations for bank and credit card accounts

  • Monthly internal financial reporting package

  • Monthly job reconciliation between job software and QBO

  • Tax letter review/response: up to one complimentary hour per letter

  • Annual overhead budget (to be completed in Q4)

  • Customized office/bookkeeping procedures​
     

Add-ons (billed in arrears):

  • Additional accounting tasks beyond the included 400 for $5.29 each

  • Meetings available for $195/hour

  • Special projects available from $127/hour

  • Business tax preparation (1120-S, 1065) from $2,159

  • Individual tax preparation (1040) from $648

  • S-Cope election (form 2553) from $227

  • Accounts Payable with inbox monitoring

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Worried about unaffordable accounting prices? That's why we introduced the Affordability Index.

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Ready to get started with a "Done For Me" plan? Click here to learn about getting started via Clarity Call.

2. Do it yourself (after our training)

2. Do it yourself

Empowerment Plan $1,755 (one time)

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Includes:

  • Pre-scheduled eight (8) weeks with one hour lessons with Jon

  • Fully customizable curriculum, but we also have a template to start with, just in case

  • Unlimited "quick questions" via email during the eight week course

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Ready to get started with training to DIY your own accounting? Click here to pay for the eight week series and schedule your first lesson.

Assessment Report

3. Just want our thoughts on things?

Consider an Assessment Report for a one-time $1,570, which includes:

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  • A one month engagement that looks at historic financial statements and procedures

  • Complete review of your QBO and job software platforms

  • Review of office procedures

  • Up to two one hour conversations to evaluate accounting competency of your staff

  • PDF report summary that can be used by any qualified CPA firm, even if it's not us

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Ready to get your assessment? Click here to schedule our first virtual meeting.

faq

What is Clarity Call

What's a Clarity Call?

A Clarity Call is an open-ended, 60-minute strategy session with an in-house CPA dedicated to helping home builders and remodelers transform their financial situation. For $195, you get direct access to ask anything you want, review your current systems, and gain practical steps to improve your success, your business, and your life. Even better: The $195 is treated as a credit toward your first month of service with MyBuilderCPA after you get started.

 

What to Expect & How to Prepare

We start with a brief overview of who you are, where you're located, what is currently holding your business back, and where you want to go.

 

To get the absolute most value out of our hour together, share access to your QuickBooks Online (QBO) file with us at least 24 hours in advance. It is even better if you can also share access to your construction management software (such as BuilderTrend or JobTread).

 

Not comfortable sharing system access this early in the game? No problem at all. You can simply share your screen during the call, and our CPA will direct you where to click so we maximize every minute.

 

Call Agenda: How We Spend the Hour

While the conversation adapts to your specific questions, a typical session follows this roadmap:

 

  • Mins 1–10: Introductions & Goals — Getting to know each other, discussing your business, and defining what you aspire to achieve.

     

  • Mins 11–15: Bank Feed Review — Checking QBO to see if all bank accounts and credit cards are linked, and reviewing unposted transactions.

     

  • Mins 16–20: Reconciliation Check — Reviewing Reconciliation Reports to ensure your accounts are reconciled correctly and up to date.

     

  • 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.

     

  • Mins 31–40: Integration Review — Examining the synchronization between your job software and QBO to verify jobs, cost codes, and vendors are linked properly.

     

  • Mins 41–50: Financial Reporting — Analyzing your QBO Profit & Loss, Balance Sheet, and Chart of Accounts so your reports actually serve your decision-making.

     

  • 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 parts of this agenda to cover foundational tax strategies to help reduce your business's largest expense.)

 

Who This Call Is For (And Who It Isn't)

A Clarity Call IS for:

 

  • Home builders and residential remodelers ready to take control of their finances, improve their margins, and build a more profitable business.

     

  • Contractors looking for specialized accounting guidance tailored specifically to the construction industry.

     

A Clarity Call is NOT for:

 

  • Business owners outside the construction industry.

     

  • Anyone who believes their current financial systems and accounting processes are already perfect.

     

  • Anyone closed off to learning new software or adopting modern best practices.

     

Ready to Build a Clearer Financial Future?

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Don't forget! The price of a Clarity Call gets credited back to you on your first month of service with MyBuilderCPA.

How do you define an Accounting Task?

How do you define an 'Accounting Task'?

We define an accounting task as a granular, incremental piece of work we perform on your behalf. This results in items such as recording of a transaction in your accounting system, updating the Chart of Accounts, synchronizing Products/Services with Cost Codes, and more. These tasks usually take 5-10 minutes of someone's time on our team. Here are the most common ways we track how many tasks we complete for you:

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  • QuickBooks Online Audit Log (filtered by our usernames, not yours)

  • Job software entries (usually tracked by files saved offline)

  • Bill payments sent on your behalf (tracked by old fashioned spreadsheets)

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Anything that can't be tracked using the three metrics above falls into the "Special Projects" category. This might include advanced spreadsheet variance analysis or filling out year-end Builder20 input forms for you. Special Projects are invoiced at a separate, hourly rate.

What is the Affordability Index?

What is the Affordability Index?

We are on a mission to deliver affordable accounting solutions to residential construction companies. In doing so, we have partnered with industry thought leaders to determine that a construction company can afford to pay up to 3% of their revenue for accounting. Therefore, we are willing to cap our monthly price by this metric (and come in lower!), based upon the following conditions:

  • The Affordability Index is available to new clients after three months of continuous service, since this period will cover one-time cleanup.

  • The Affordability Index requires consistent year-round support from MyBuilderCPA, so if you pause or leave our client roster voluntarily before the end of the calendar year, you will be required to pay for work incurred that would have resulted in billings above and beyond the Affordability Index.

  • The calculation will be based upon cash basis accounting, to reflect revenue actually received, even if you usually use the accrual basis for other reporting metrics.

  • The cash basis 2.84% revenue calculation is an average based upon the trailing twelve months (“TTM”) one month in arrears. For example, when calculating the invoice for March 31, 2026 the Affordability Index will be based upon your average monthly revenue from March 2025 to February 2026 divided by 12.

  • The Affordability Index calculation will only be performed when we know all revenue transactions have been accounted for in the bank feed and all other sources.

  • Changes in the cash basis revenue recorded may result in changes to our invoice, but the calculation is based upon cash basis revenue, so it should be easier to finalize without adjustment.

  • Revenue will be determined in accordance with accounting standards and will not include non-revenue items such as owner contributions and loan proceeds.

  • The lowest value of our invoice can be $0 and will not result in any refunds or credits against future invoices.

  • Tax returns (1120-S, 1040, 1065, etc.) are not capped by the Affordability Index as they are above and beyond the monthly work.

  • For any month where your revenue results in us capping our invoice at a discount of 30% or more, we reserve the right to accrue an additional amount due against a future month with high revenue, or end the engagement.

  • Please note, revenue refers to your gross top-line revenue, often defined as “Total for Income” at the top of your Profit & Loss report in QBO, regardless of what your ‘Net Income’ shows at the bottom of your Profit & Loss report.

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