Services offered
Services at Master Plan Accounting
Every engagement starts with an Accounting System Optimization. Before monthly work begins, your books are reviewed, corrected, and structured to actually reflect how your business operates. That means your chart of accounts, payroll mapping, job costing setup, third-party app connections, and prior months are all cleaned up and verified against your most recent tax return. This is not optional, and that is intentional. Clean books are the foundation everything else is built on.
Monthly Bookkeeping
Three tiers to match where you are and what you need:
Essential: Monthly reconciliations, bank feed coding, COGS and job costing review, payroll review, standard financials, and year-end CPA coordination. Financial reports delivered by the 20th.
Performance: Everything in Essential, plus a custom management report and KPI dashboard built specifically for your business. Financial reports delivered by the 15th.
Executive: Everything in Performance, plus direct phone and text access on weekdays, banker and lender coordination, and a monthly QBO backup after close. Financial reports delivered by the 10th.
Add-On Services
Monthly Strategy Session: A dedicated one-hour Zoom each month to walk through your P&L, job costing, COGS, and revenue trends. You leave with specific, actionable next steps.
Lender Financial Package Preparation: A complete, lender-ready financial package prepared in one week.
SBA Loan Package Preparation: Full SBA loan documentation package prepared in one week, plus optional ongoing support for document updates and bank statement submissions throughout the process.
Sales Tax Filing: Filing submission with accuracy review included.
Jobber Optimization: A focused engagement to get your Jobber setup working correctly, including service item structure, cost rate setup, labor costs, reporting, and sales tax configuration.
Pricing is scoped to your business. Book a call and we'll put together numbers that fit your budget.