main-logo

Menu

Get Started

simple plans, real support

Support You Can Count On, at Every Level

Not every business needs a CFO, but every business needs clarity. These packages are built for where you are now and where you’re going. You’ll get expert support without overpaying for what you don’t need.

Tier 1: Financial Foundation

starting at $

400/mo

Bookkeeping & Compliance

Best for:

Business owners who need to get their numbers in order and feel more confident come tax time.

Includes:

  • Monthly bookkeeping and account reconciliations (QuickBooks Online)
  • Categorization of income and expenses
  • Job or class tracking (if needed)
  • Monthly financial reports (P&L, Balance Sheet, Cash Flow)
  • Year-end tax prep package for your CPA
  • QuickBooks clean-up (initial or ongoing)
  • Basic accounts receivable and accounts payable tracking
  • Email support (response within 3 business days)
*Add-On Option: Can be added to Tier 2 or 3 at a discount*
Get Started

Tier 2: Financial Clarity

starting at $

990/mo

Oversight & Reporting

Best for:

Businesses that are growing faster than their bookkeeping can keep up with—but aren’t ready for a full-time Controller yet. You get expert insight into profits, team performance, and spending without paying for an extra office hire.

Includes:

  • Job costing and profitability analysis
  • Budget vs. actual performance tracking
  • Custom KPI dashboards
  • Oversight of payroll and bookkeeping staff
  • Monthly strategy call
  • Coordination with your CPA and other advisors
  • Priority email support (response within 24 business hours)
Get Started

Tier 3: Financial Strategy

starting at $

1950/mo

Advisory & Growth Planning

Best for:

Business owners who want a strategic financial partner to help them scale, plan ahead, and make confident decisions.

Includes:

  • Forward-looking cash flow forecasting
  • Custom budgeting and multi-year planning
  • Pricing strategy and margin improvement
  • Scenario modeling and ROI analysis
  • Strategic support for hiring, expansion, or large purchases
  • Coordination of your financial team (CPA, banker, bookkeeper, etc.)
  • Two scheduled calls per month (mid-month & month-end)
  • Executive-level insight & leadership accountability
  • Unlimited access via email, text, and phone (response within 4 business hours)
Get Started

Questions? We’ve got answers

Frequently Asked Questions

I'm always tight on cash, how do you help with that?
We build simple cash flow forecasts so you know exactly what’s coming in, what’s going out, and when. That way, you’re not blindsided by expenses or struggling to cover payroll. You’ll have a clear picture so you can plan ahead and stay in control.
Absolutely! We dig into labor, materials, overhead, and pricing so you know which jobs are profitable and which ones aren’t pulling their weight. No more guessing. Just clear numbers that help you focus on what pays.
We specialize in working with home service businesses—contractors, trades, and service pros—who are past the “DIY QuickBooks” stage but aren’t ready to hire a full-time accountant or CFO. We’re that next step up: real oversight, clear numbers, and financial strategy that fits your stage and budget.
Great! We’re not here to replace your team, we work with them. Our job is to step in at a higher level and connect the dots so your whole financial picture makes sense and supports your goals.
That depends on your service tier. At the highest level, we meet twice a month and offer unlimited support in between. You’ll never feel left in the dark, and you won’t get hit with extra charges for a quick call or email.
Only if you want to actually understand your business. We don’t just throw numbers at you—we build custom dashboards that show what matters (like gross profit per job or spending trends). You’ll finally understand how your business is doing without needing a degree in accounting.

Get In Touch

    main-logo
    At Civil CFO, we help the construction industry improve profitability, reduce debt, and build financial strategies that drive long-term success.

    Navigation

    © 2025 Integrity Accounting & Consulting. All Rights Reserved.