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Bookkeeping & Accounting
Accounting, Tax and CFO Services for the Trades
At MasterPlan Advisors, our signature offering is our comprehensive bookkeeping & accounting service known as the MasterPlan Blueprintâ„¢
Allow our experienced team of bookkeepers, accountants, tax professionals, and strategic advisors to become a true extension of your team. We’ll handle the tedious financial tasks and ensure you always have the clear, accurate reports you need to make data-driven business decisions and grow your contracting business with confidence.
What’s Included in Our MasterPlan Blueprint™ Services
Our bookkeeping & accounting service for the skilled trades comes in three tiers, designed to meet you where you are and scale with your needs.
• MasterPlan Blueprint™
• MasterPlan Blueprint™ Plus
• MasterPlan Blueprint™ Premier
Pricing is a fixed monthly fee based on your company’s transaction volume, complexity, and the Blueprint™ service chosen so you always know what to expect.
| What’s Included | Blueprint™ | Blueprint™ Plus | Blueprint™ Premier |
|---|---|---|---|
| For companies who need the essentials in place | For growing companies that want structure and control | For owners who want to lead with vision | |
| Recommended Company Size | $0–$1m | $1m–$10m | $10m+ |
| Get Organized | |||
| CRM Software & QuickBooks Set Up and Retrofit with Industry Specific Chart of Accounts | ✔ | ✔ | ✔ |
| Bookkeeping | |||
| Monthly Reconciliation between CRM Software & QuickBooks | ✔ | ✔ | ✔ |
| Monthly Bank, Credit Card, and Loan Reconciliations | ✔ | ✔ | ✔ |
| Monthly Review of Transaction Coding | ✔ | ✔ | ✔ |
| Journalize Payroll | ✔ | ✔ | ✔ |
| Journalize Monthly Accruals | ✔ | ✔ | |
| Sales and Use Tax Filing | Up to 1 State | Up to 3 States | Up to 5 States |
| End of Year 1099 Filing | Up to 5 Filings | Up to 10 Filings | Up to 15 Filings |
| Workers Comp Audit & General Liability Audit Support | ✔ | ✔ | ✔ |
| Receipt Tracking | ✔ | ✔ | ✔ |
| Department and Class Tracking | ✔ | ✔ | |
| AP Management | ✔ | ||
| Cash Flow Management | ✔ | ||
| Gain Clarity | |||
| Industry Specific Benchmarking Reports | Quarterly | Quarterly | Quarterly |
| Industry Specific Financial KPI Monitoring | ✔ | ✔ | ✔ |
| Non-Financial Industry Specific KPI Monitoring | ✔ | ||
| Monthly Financial Reporting Package* | Delivered within 25 days of month end | Delivered within 20 days of month end | Delivered within 15 days of month end |
| Budgeting | Review Client Prepared Budget | Prepare Annual Budget | |
| Business Review | 30 Minute Quarterly Review via Phone | 1 Hour Monthly Teams Review | 1 Hour Monthly Teams Review |
| Annual Business Valuation Meeting | ✔ | ✔ | |
| Support | |||
| Dedicated Accounting Team | ✔ | ✔ | ✔ |
| Phone and E-mail Access to Accounting Team | 3 Questions / Month | Unlimited | Unlimited |
| Teams Meeting Access | 1 Scheduled Call/month | Unlimited | |
| Response Time | Within 3 Business Days | Within 2 Business Days | Within 1 Business Day |
| Technology | |||
| QuickBooks Online | ✔ | ✔ | ✔ |
| Fathom HQ | ✔ | ✔ | ✔ |
| Dext | ✔ | ✔ | ✔ |
| BILL | ✔ | ||
| Obol | ✔ | ||
Why Switch to Our Blueprintâ„¢ Accounting Service
- You’re not a numbers person.
- Too much on your plate or too many hats.
- You feel like you’re flying by the seat of your pants.
- You’d like to benchmark against other companies.
- Your current firm doesn’t specialize in your industry.
- You think you may be paying too much in taxes.
- Your accountant doesn’t provide tax strategies.
Gain confidence and see results—risk free. With our proven processes and deep knowledge of the industry, you’ll have the support and expertise you need to grow your business and improve profitability.
What our Clients Say
Owner, Triangle Home Services
One nugget of advice from the Master Plan Advisor team would more than pay for their services three times over.
Schedule Now
Learn how we can help you improve KPIs, save on taxes and run a better business.
Brett Lieberman
Owner, My Pest Pros