Tier 2 · Back Office · $2,997/mo base · Most popular
You approve. We run everything else
For operators with crews and vendor volume. $2,997/mo covers one entity and 600 transactions a month with AP and payroll included; each additional entity is +$197/mo.
This week’s bills
coded and routed| Valley Plumbing · Elm St flip | $4,850 |
|---|---|
| Sierra Lumber · Oak Ave build | $12,300 |
| Kern Electric · 5th St units | $3,975 |
| Crew payroll · job-costed | $9,140 |
| Awaiting your approval | $30,265 |
Sound familiar?
- You’re the payment bottleneck: contractors text you about invoices while you’re walking a job site
- Payroll happens at 11pm because nobody else can run it
- By the time you know a project is over budget, the money is already spent
- Draw requests take two weeks of digging, and the carry costs you real money
What you get
- Everything in Clean Books, plus:
- Full AP through Bill.com. We capture each bill, code it to the right project, and route it for your approval
- Scheduled payment runs. Contractors paid on time without you touching it
- Payroll through Gusto, labor job-costed to projects. Crew time on the Elm St flip shows up in Elm St’s numbers
- Budget vs. actual per project at every close
- Draw request packages your construction lender funds in days
- Weekly cash position snapshot across entities
- Vendor W-9 collection and 1099s at year-end
- Reconciled by the 11th, final close by the 20th · monthly 45-minute review call
One draw that funds in days instead of weeks pays for this. It replaces a $45-55k bookkeeper/admin with a team that never calls in sick during a close and already knows construction accounting.
What the base price includes, and what you can add
Your $2,997 buys one entity, 600 transactions a month, AP, payroll, and the monthly review call. The menu below is what you can add to that, at a published rate. Questions, calls, emails, and the 48-hour lender package stay unmetered.
| Upgrade | Price | What it is |
|---|---|---|
| Additional active entity | +$197/mo per entity | Each entity is its own set of books. Dormant entities (no transactions, no payroll) are never billed. |
| More volume | +$147/mo per 100 transactions | Above the transactions included in your tier. Reviewed quarterly against actual volume and moved up or down. |
| PM or STR platform reconciliation | +$197/mo per platform | AppFolio, Buildium, Airbnb, VRBO. We reconcile the platform ledger to your books. |
| Direct line | +$397/mo | A private Slack channel, same-business-day response, and a named lead who knows your file. |
| Lender or capital package rush | $247 per package | 24-hour turnaround. The standard 48-hour package stays included and unmetered. |
| Monthly review call | Included | 45 minutes with David walking the numbers, every month instead of a quarterly summary. |
When your upgrades reach about $1,500/mo, Finance Partner puts the CFO layer, a named senior contact, and Slack on top for $5,997. We flag it before you work it out yourself.
When you outgrow Back Office
Institutional debt, a first ground-up or land deal, outside capital, or cash forecasting that has to run past 30 days. Any of those points at Finance Partner at $5,997/mo: a forward-looking finance function with a named senior contact.
Back Office questions
Who approves payments?
You do, always. We capture every bill, code it, and stage it for you. Nothing moves until you click approve. Then contractors get paid and the cost lands on the right project.
Can you catch a project going sideways?
That’s what budget vs. actual at every close is for. Original budget, committed, spent, variance, per project. You see the rough-in running over at week 6, not at listing.
Do you work with our lender?
We package draw requests in whatever format your construction or rehab lender wants, cost documentation organized so draws fund in days.
What about 1099s?
Included. We collect W-9s from vendors all year and prepare the 1099s at year-end. January stays quiet.
Is there a bill or employee limit?
No separate meters. The base price includes 600 transactions a month across your entities; a bill and a paycheck each count as one. Run above it and volume is added in 100-transaction blocks, reviewed quarterly.
Ready to stop being the payment bottleneck?
Book the 30-minute fit call. Bring your bill count and headcount; we confirm the tier in 30 minutes.
Book a fit call