assessment

in depth accounting systems review

gain clarity and confidence with a comprehensive assessment
of your current accounting systems, policies and procedures

we thoroughly evaluate your books and systems, identify areas with opportunity for improvement, and provide recommendations.

assessment includes

1.

discovery call

initial conversation to determine whether this service is right for you.

2.

assessment

review and assessment of your current accounting process, policies and procedures.

3.

deliverables and follow up

summary of findings and recommendations.

*assessment pricing varies

benefits

financial clarity

gain understanding of your current financial position by identifying the strength of your accounting policies and areas of improvement 

improved efficiency

uncover inefficiencies in your accounting procedures

strategic planning

utilized expert insight and support to make informed decisions regarding accounting, system and processes

ready to run your business with the same confidence you have on the job site?

at adding technology, we know you want to focus on what you do best as a contractor. in order to do that, you need a proactive back office crew who has financial expertise in your industry.

the problem is that managing and understanding key financial compliance details for your business is a distraction when you want to spend your time focused on building your business (and our collective future).
our vision is a future where every contractor has the financial stability, tools and knowledge to grow their business with confidence so that they can focus on building projects in our communities.
serving southern california and beyond

proud members of

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Ready to run your business with the same
confidence you have on the job site?

At adding technology, we know you want to focus on what you do best as a contractor. In order to do that, you need a proactive back office crew who has financial expertise in your industry.

The problem is that managing and understanding key financial compliance details for your business is a distraction when you want to spend your time focused on building your business (and our collective future).

We understand that there is an art to what contractors do, and financial worries can disrupt the creative process and quality of work. We know that many contractors struggle with messy books, lack of realtime financial visibility, and the stress of compliance issues. These challenges can lead to frustration, overwhelm, and fear that distracts from their core business.

That's where we come in. We're not just accountants; we're part of your crew. We renovate your books, implement cutting-edge technology, and provide you with the real-time job costing and financial insights you need to make informed decisions. Our services are designed to give you peace of mind, allowing you to focus on what you do best - creating and building.

Here’s how we do it:

  1. Schedule a conversation. Let’s break ground on your financial renovation.
  2. We work through an assessment together that leads to a plan based on your specific needs. Then, we execute, and you have the opportunity to evaluate us on progress from day 1.
  3. Enjoy the freedom to build our future!

Schedule a conversation today, and in the meantime, download the Contractor’s Blueprint for Financial Success: A Step by-Step Guide to Maximizing Profits in Construction.” So you can stop worrying about accounting, technology, and compliance details and be free to hammer out success in the field.