Job Costing
is Not a Strategy.
Generalist CPAs don't understand labor burden or WIP lag. We provide elite construction firms with the board-level leadership required to protect margins and scale with confidence.
Construction & Trades
Industry focus
Construction & Trades
Project-based businesses require a different financial playbook.
From job costing and cash flow to entity structure and equipment purchases, we help contractors and trade businesses make smarter financial decisions and keep more of what they build.
Built around: Job costing · Payroll · Entity strategy
What we help with
Job Costing & Financial Visibility
Know which projects make money and where to improve.
Entity Strategy & Tax Planning
S-Corp, LLC, and multi-entity strategies built for contractors.
Payroll & Compliance
Keep your team, filings, and obligations on track.
Equipment & Depreciation
Maximize deductions and plan for major purchases.
Construction client insight
From reactive filing to a year-round plan.
Torres Built Construction, LLC
Torres Built Construction worked with Union National Tax on an S-Corp strategy and proactive quarterly planning. The client’s experience shows how that approach brought more clarity to tax decisions and what deserves attention next.
- The starting point
- Reactive tax filing, an unclear entity structure, and limited planning visibility.
- The strategy
- An S-Corp evaluation and defined tax priorities formed the strategy for the business.
- The planning approach
- Proactive quarterly planning brought the tax conversation into a year-round cadence, with defined next steps.
- What changed
- Clearer tax decisions and a defined path to reduce avoidable burden.
Why most contractors
lose money in the field.
You can build anything, but can you predict your profit on a job before it starts? Most firms find out they lost money 30 days after the project is done.
That 'WIP lag' is the silent killer of construction firms. Without institutional-grade leadership, you're just trading dollars for stress.
The Contractor OS
Financial Force.
We don't just 'keep books.' We install the high-level financial strategy that generalist firms aren't built to provide for elite contractors.
Precision Job Costing
We implement advanced tracking so you know exactly how much you're making on every crew, every job, every week.
WIP Mastery
Automated Work-In-Progress reporting that eliminates the 'look-back' lag and protects your cash reserves.
Vendor & Cash Flow
Managing draws, vendors, and payroll cycles to ensure you always have the liquidity needed for the next big job.
Defensive
Growth.
In construction, your biggest risk isn't lack of sales—it's lack of control. We provide the control required to scale without overexposure.
Identify job-level margin erosion and fix it while the field crew is still active.
Granular visibility into labor burden, equipment depreciation, and overhead.
Calculated hiring and equipment acquisition based on predictive models.
Proactive tax planning prevents the 'cash-crunch' of year-end liabilities.
Elite Contractor Fit
- Commercial or residential firms doing $1M-$10M revenue
- Owners who feel their current setup creates 'data lag'
- Teams using Procore, Buildertrend, or advanced QB setups
- Field-service businesses with high labor burden complexity
- Founders looking for institutional-grade audit defense
Who It's Not For
If you are a solo sub-contractor without a crew, or if you are looking for simple once-a-year tax prep with no ongoing strategic interest—we aren't the right partner.
We specialize in high-overhead, high-complexity construction firms that need real-time leadership.
Institutional Installation.
Elite leadership installed in three strategic phases.
Diagnostic Audit
We review your WIP history, labor burden models, and entity structure to identify margin leaks.
CFO Setup
We deploy your new dashboards, forecasting models, and construction-specific KPI trackers.
Active Partnership
Regular strategy review meetings and leadership guidance to navigate your next expansion.
Construction CFO
vs. Generic CPAs.
| Area of Focus | Generic Accounting | Contractor CFO |
|---|---|---|
| Job Costing | Basic after-the-fact | Weekly Proactive Analysis |
| WIP Reporting | Rarely performed | Automated Weekly Flow |
| Labor Burden | Estimated/Guessed | Mathematically Verified |
| Audit Defense | General representation | Specialized Construction Guard |
| Strategic Leadership | Compliance only | Board-Level Partnership |
Industry FAQs
Strategic
Specialization.
Industry-specific leadership powered by tax optimization.
Your next step
You know the options. Now clarify the next step.
A focused strategy call to review where the business stands and what deserves attention next.
30 minutes
Focused and efficient.
No preparation
Come as you are.
Enrolled Agent
Speak with a tax expert.
No sales pressure. Just practical advice.