Monthly Financial Support Built to Scale With You
Construction-focused accounting and advisory services. Choose the level of Clarity, Control, and Confidence your business needs.
Clarify
Solid books. Accurate reports. Peace of mind.
- Monthly accounting
- Delivery by the 15th of the month
- Business Tax Preparation
- Quarterly Financial Statement Review Meeting
- QBO tech support
- Communication support (weekly)
- Payroll administration through ADP
Control
Know your numbers. Spot problems early. Stay in control.
- Everything from Clarify, PLUS:
- Weekly bookkeeping adjustments
- Weekly job costing support
- Weekly Accounts Payable Management
- Bill.com service
- Hubdoc electronic expense management
- Monthly financial statement review meeting
- Custom KPI dashboard
- 90-Day cash flow forecast
- 60-Minute strategy call per quarter
- Communication support (2 business day response)
Confidence
Run your business like a true CEO—with a CFO by your side.
- Everything from Clarify and Control, PLUS:
- Assistance wiith project accounting and AIA billings
- Bi-weekly strategy sessions
- Budget vs actual analysis with insights
- Service line profitability consulting
- Annual planning session
- Priority communication support (same-day response, during business hours)
- Enhanced custom dashboards and WIP/KPI reporting
Compare plans
Clarity
Control
Confidence
Accounting
Post, modify, adjust, and correct transactions to the books monthly.
Post, modify, adjust, and correct transactions to the books weekly.
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Monthly reconciliation of all bank accounts, loans, and credit cards (if applicable).
Monthly fixed asset and depreciation updates.
Standard financial package including standard key performance indicators, trend reports, and graphical representations.
90-Day cash flow forecast
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Weekly Accounts Payable management
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Tax
Washington State Excise & B&O Tax Filings
Preparation of Business Entity annual federal tax return
Preparation of Form 1099 (see additional service charges below)*
Personal Annual Tax Return
* 1099 Preparation Fees: 1099s are charged outside of the monthly fee with a clear price of $50 for the first 1099 and $10 for each additional 1099.
Advisory
Quarterly Financial Statement review through Google Meet, weekly communication support through our client portal.
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Monthly financial statement review meeting, 60-minute strategy call per quarter, communication support through our client portal, with 2-business day response time.
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Bi-weekly strategy sessions, profitability consulting, annual planning (budgeting) session, budget vs actual analysis with insights, enhanced custom dashboards with WIP/KPI reporting, priority communication support with same-day response, during business hours.
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Technology
30 Minutes of QBO support monthly
Bill.com service included
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Hubdoc expense management service included
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Reach Reporting included for customized dashboards and reports
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Initial Setup and Onboarding Fees
Initial Setup, Onboarding & Cleanup Fees
At Lucid Ledgers, we employ a collaborative onboarding process designed to align our services with your business needs.
We call these Strategy Kickoff Meetings.
Purpose of Strategy Kickoff Meetings
Process Review & Documentation: We document your current accounting processes, your short-term goals, and any specific requirements you may have. This is where we can identify areas for improvement and implement best practices.
System Setup: We ensure that all your systems and software are properly set up and integrated with QuickBooks Online; i.e., Bill.com, Hubdoc, Knowify, Expensify, etc.
Tax Return Review: We’ll review your last year’s tax return to make sure your books tie to the return and are accurate.
Onboarding Fees
When you become our client, we assess the current state of your books and determine what it will take to get everything current. This includes establishing and realigning your chart of accounts reviewing past tax returns and ensuring all transactions are accurately reflected.
- Strategy Kickoff Meetings: A series of meetings to establish and document your financial processes.
- System Setup and Integration: We make sure all connections and integrations with software like QuickBooks are correct.
- Chart of Accounts Realignment: Adjusting your chart of accounts to align with your business needs.
- Review of Past Tax Returns: Assessing your past tax returns for any potential issues or opportunities.
We include a fee for any unfiled previous years’ tax returns. If you haven’t filed last year’s tax return, for example, this will be part of our back work assessment and priced accordingly.
This one-time investment is typically twice your monthly accounting fee. However, as stated above, prior years of unfiled tax returns, multiple months of missing accounting work, or incorrect and messy books may incur a higher initial investment.
Consulting Services
Need outside-the-box help? Give us a call
Schedule a Discovery Call today so that we can discuss your individual business needs and formulate a strategy to streamline your financial operations.
The Ashlynn Assessment
If your bookkeeping feels messy, time-consuming, or just not quite right, The Ashlynn Assessment is designed for you. This in-person consulting service brings clarity to your financial systems by identifying inefficiencies, gaps, and untapped opportunities in your back-office operations.
With over 20 years of hands-on experience, Ashlynn will meet you where you are—whether you’re a solo business owner, have a bookkeeper on staff, or manage a full admin team. Together, you’ll uncover practical ways to streamline your workflows, align with best practices, and reclaim valuable time and peace of mind.