OUR MAIN SERVICE
360 FINANCIAL MANAGEMENT
Financial management aimed at construction contractors who handle several projects at the same time.
Through a strategic bookkeeping system, we provide financial assistance by helping construction contractors to understand and optimize their numbers, reduce money leaks in taxes they are not required to pay and other controllable items, and increase their profitability on each project by having total control of their money.
Choose one of our plans and become our VIP customer
| ELITE VIP | EXCLUSIVE VIP | DISTINGUISHED VIP |
| 1. Strategic bookkeeping with QuickBooks. | 1.- Structured bookkeeping with QuickBooks. | 1.- Bookkeeping básico con QuickBooks. |
| 2. Weekly reports separated by project. With analysis, explanation of the main financial indicators and advice to control and/or improve results. | 2. Monthly reports, both project-specific and consolidated, including analysis, explanation of main financial indicators, and tips for monitoring and/or improving results. | 2. Consolidated monthly company reports. With explanations and tips for monitoring and/or improving results. |
| 3. Separate and consolidated monthly reports. With analysis, explanation of the main financial indicators and advice on how to control and/or improve results. | 3.- Quarterly meeting and interaction to monitor and carry out tax planning. | 3.- Semi-annual meeting and interaction to monitor and carry out tax planning. |
| 4.- Bimonthly meeting and interaction to monitor and carry out tax planning. | 4.- Monthly delivery of the current and projected 30-day cash flow. | 4. Support on Mondays from 8am to 10am. |
| 5.- Management and monitoring of accounts receivable and accounts payable. | 5.- Management and monitoring of accounts receivable and accounts payable. | |
| 6.- Monthly delivery of the current cash flow and the planned and projected cash flow for 30, 60 and 90 days. | 6.- Annual state report filing. | |
| 7.- Issuance and annual submission to the IRS of forms 1099-NEC for subcontractors. | 7. Unlimited support 10/5. Monday to Friday from 8am to 6pm. | |
| 8.- Annual federal income tax return. | ||
| 9. Declaration and payment of the annual state report. | ||
| 10. Unlimited 12/7 support. Monday to Sunday from 7am to 7pm. | ||
| YOUR BENEFIT: Gain complete control and a 360-degree view of your business finances and each individual project by receiving regular information and support to help you manage your profits, costs, and expenses. You'll receive reports with clear analyses and explanations, allowing you to understand profitability indicators and other metrics like an expert, even without prior financial knowledge. | YOUR BENEFIT: Thorough control of your business finances and each individual project, receiving monthly reports and timely support to manage your profits, costs, and expenses. You'll receive reports with clear analyses and explanations to help you understand the key financial indicators. | YOUR BENEFIT: General control of your business finances by receiving monthly reports and weekly support to manage your profits, costs, and expenses. You'll receive reports with clear analyses and explanations. |
Added Value to Our Services
We've updated ourselves to stay ahead of the tax changes brought about by the new law
One Big Beautiful Bill Act (OBBBA)
2 Hours in Ethics
10 Hours in Federal Tax Law
6 Hours in Federal Tax Law, Updates and Ethics
About Us
With a firm purpose of providing professional services with differentiating characteristics to individual entrepreneurs and/or owners of small or medium-sized contracting companies in the construction sector, through 360 financial management and preparation of financial statements using a strategic bookkeeping system for recording the accounting transactions generated by each individual project, with the aim of guiding them towards total control of their finances, preventing cash leaks, increasing their profitability, and making appropriate tax plans that allow them to minimize the impact of taxes payable by taking advantage of the benefits offered by the law that regulates this matter, and consequently preparing a tax return with professional ethics and in compliance with the law, with the support of an attentive and committed team dedicated to satisfying the requirements and needs of each particular client.
“Commitment goes beyond fulfilling an obligation,
is to put our capabilities into play
to carry out everything that has been entrusted to us.
A committed person
is one that fulfills its obligations
doing a little more than expected
to the point of surprising us,
Because he or she lives, thinks and dreams
with supporting his or her family, his or her job, his or her studies
and everything he or she has pledged his or her word to."«
anonymous
This is how we commit at Alliance Tax Pro