Bookkeeping Services That Build Strong Financial Foundations
At Build Financial Solutions, we help entrepreneurs, contractors, and service-based business owners make confident, informed decisions with accurate, organized financials.
Whether you need ongoing bookkeeping, QuickBooks optimization, payroll support, or strategic financial guidance — we simplify your finances so you can focus on growing your business.
Our Services
The Focus Plan
Bookkeeping + Financial Clarity & Advisory
See your numbers in color—not just black and white.
The Focus Plan helps you move beyond compliance to clarity. You’ll get insights into what’s working, where you can improve, and how to plan for what’s next.
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✅ Everything in The Foundation Plan, plus:
✅ Monthly KPI dashboard — Know your numbers at a glance.
✅ Budget vs. Actual tracking — See exactly where your money goes.
✅ Cash flow forecasting — Prepare for future needs and avoid surprises.
✅ Job costing & profitability analysis — Understand which projects bring the biggest returns.
✅ Quarterly strategy meetings — Data-driven discussions that shape smarter decisions.
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✅ Identify profit leaks before they become problems.
✅ Gain visibility into performance and trends.
✅ Turn financial data into action steps that grow your business.
Ready to make smarter financial decisions?
The Freedom Plan
Strategic CFO & Growth Advisory
Lead with confidence. Grow with strategy.
The Freedom Plan gives you proactive financial leadership—helping you not just understand your numbers but use them to scale your business intentionally.
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✅ Everything in The Focus Plan, plus:
✅ 12-month forecasting — Visualize your path to growth and profitability.
✅ Profit & pricing strategy — Ensure your rates support your goals, not just your workload.
✅ Cash flow management — Confidently handle growth, hiring, or expansion decisions.
✅ Goal-based KPI tracking — Measure progress on what truly matters.
✅ Collaboration with your CPA or tax pro — Unified financial planning for smarter tax and cash strategies.
✅ Monthly or bi-monthly CFO meetings — Hands-on guidance, accountability, and financial foresight.
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✅ Build a business that runs on data, not guesswork.
✅ Plan for growth, profitability, and sustainability.
✅ Partner with an advisor who’s as invested in your success as you are.
Ready for next-level financial strategy?
The Foundation Plan
Accurate Bookkeeping & QuickBooks Management
Your numbers, clean and clear—so you can focus on building your business.
You deserve reliable books that make sense. The Foundation Plan ensures your financials are accurate, organized, and ready when you need them—no more last-minute scrambles or confusing reports.
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✅ Monthly bookkeeping & reconciliations — Every transaction recorded, every account balanced.
✅ QuickBooks setup & optimization — Systems built to work for your business, not against it.
✅ Custom chart of accounts — Tailored to your industry for better insight and reporting.
✅ Monthly financial statements — Profit & Loss, Balance Sheet, and Cash Flow made easy to understand.
✅ Email support — Fast, friendly help when you need it most.
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✅ Save time and stress—no more late nights doing your own books.
✅ Feel confident knowing your records are tax-ready.
✅ Build a clear financial foundation for growth.
Ready to get your books in shape?
Why Choose
Build Financial Solutions
QuickBooks expertise – Certified and experienced in optimizing QuickBooks for construction and service-based industries.
Strategic advisory approach – We don’t just report your numbers; we interpret them.
Proactive communication – Expect clear, consistent updates and actionable insights.
Personalized service – Tailored solutions for your specific business needs.
Compare Our Service Plans
Worried about switching accountants?
We get it—it sounds like a hassle.
But in reality, it’s just one quick message to your current accountant:
“It’s time for a new direction. Please invite Build Financial Solutions to my QBO file.”
It’s really that easy.