Transparent Investment
Invest in Your Financial Future: Tailored Construction, Architecture, Engineering & Real Estate Bookkeeping & Advisory Solutions
At Providence Bookkeeping & Tax Services, strategic financial management is an investment, not an expense. Our meticulously designed services deliver clear ROI by enhancing profitability, reducing errors, and freeing your valuable time. As a virtual boutique firm, we provide seamless, high-touch support through efficient technology, ensuring your investment pays for itself through improved efficiency, control, and sustainable Texas business growth.
To best serve the diverse needs of Texas Construction, Engineering, Architecture & Real Estate businesses with $500K+ in annual revenue, we offer flexible, fixed-monthly packages. Each tier builds upon the last, providing increasing levels of strategic partnership and comprehensive support
Foundation Package:
Precision & Organization
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Ideal for: Businesses seeking accurate, consistent financial record-keeping and basic reporting.
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Includes: Meticulous monthly bookkeeping, bank and credit card reconciliation, core financial statements (Balance Sheet, Income Statement), and essential compliance readiness.
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Focus: Ensures your books are always clean, up-to-date, and provide a clear picture of your operational finances
Growth Package:
Insights & Optimization
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Ideal for: Growing businesses that need deeper financial insights to optimize project performance and prepare for strategic decisions.
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Includes: All services from the Foundation Package, PLUS specialized job costing/property-level financials, Work in Progress (WIP) reporting (or detailed property operating statements), quarterly strategic advisory calls, and proactive tax readiness planning.
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Focus: Provides the data and guidance to improve profitability, manage cash flow effectively, and make informed decisions for your business's next steps.
Strategic Partner Package:
Leadership & Advanced Strategy
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Ideal for: Established businesses seeking high-level financial leadership, sophisticated analysis, and ongoing strategic guidance akin to a Fractional CFO.
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Includes: All services from the Growth Package, PLUS comprehensive cash flow forecasting, detailed budgeting, advanced analytics and custom dashboarding, ongoing CFO-level strategic advisory calls, and support for major financial initiatives (e.g., equipment purchases, financing analysis).
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Focus: Empowers your leadership team with advanced insights and proactive strategies to maximize your Return on Investment (ROI) and drive long-term business value.
Important Note on Initial Services:
For new clients requiring Initial Book Setup (setting up new accounting software and chart of accounts) or Historical Data Clean-Up (organizing past transactions and correcting previous errors), these foundational services will be assessed and quoted separately as a one-time project fee. We'll discuss these needs during your discovery call to ensure a smooth transition.
