ACCOUNTING &
TAX PARTNERS
Accounting, Advisory & CFO Solutions For Construction Companies
What we Do
At Accounting and Tax Partners, we are seasoned executives with decades of experience owning and operating small to medium-sized businesses. We have started, sold, purchased, and turned around struggling companies. We’ve led finance teams, guided fast-growth organizations, and navigated the unique challenges that technology-driven companies face. We bring that experience directly to you through accounting, advisory, and fractional CFO services designed specifically for construction and trade firms. Whether you’re scaling rapidly, managing complex project-based revenue, or working to stabilize margins, we know what it takes to build financial clarity and confidence. Our approach blends financial rigor with real-world operational insight, helping you run a stronger, smarter business.
Beyond CFO support, we act as strategic advisors to owners and leadership teams who want to elevate performance and profitability. From optimizing cash flow to improving forecasting, strengthening internal controls, or refining growth strategy, we partner with you to build a financial foundation that supports long-term success. At Accounting and Tax Partners, we don’t just advise from the sidelines—we work alongside you as a trusted ally committed to your growth.
Who we are
At Accounting and Tax Partners, we deliver specialized Accounting, Advisory, and CFO solutions designed specifically for construction and trades firms. Our team has decades of executive experience, enabling us to understand the complexities, cash-flow cycles, and operational rhythms that drive your business. We provide the financial clarity and structure you need to scale confidently and sustainably.
We support firms at every stage of growth with a comprehensive suite of services—from day-to-day accounting and financial reporting to high-level strategic guidance. Whether your organization needs tighter financial controls, improved profitability, or sharper forecasting, we tailor our approach to meet your operational goals and strengthen your financial foundation.
As seasoned leaders, we operate as true partners to your business, offering fractional CFO leadership, financial strategy, performance insights, and advisory support that align with your long-term vision. Our mission is to empower your company with the expertise, tools, and strategies needed to grow smarter, operate more efficiently, and achieve lasting financial success.
CFO Services
We proactively support your growth. Controller package plus – Industry Benchmarking Analysis, Custom Reports, Budgeting, Cost Allocation, Strategic Planning
Controller Services
Using Real-Time data to grow your business. Compliance package plus – Financial Statement Analysis, KPI Identification and Tracking, Job Costing, and Cash Flow Forecasting.
Compliance Services
Peace of mind every month that your books are in order, plus QuickBooks Online best-practice workflow reviews and training.