Trades & Contractors
Job-costing and cash flow you can actually run the business on.
Contractors and trades businesses generating $500K to $3M live and die on job costing, deposit timing, and equipment decisions — and a generic bookkeeper tracks none of it. RTW.ai delivers clean books, proactive tax prep, and quarterly insight built for the way work gets billed and paid in the field.
We work with trades and contracting businesses — HVAC, electrical, plumbing, construction, landscaping — so the books reflect job costing, retainage and deposits, vehicle and equipment depreciation, and the seasonal swings that make cash flow unpredictable.
Pricing
Simple, public, month-to-month.
Pick a tier and sign up. Billed monthly in advance, cancel any time with 30 days notice. No contract.
Bookkeeping
Clean books, monthly reports, reconciliations.
- Monthly bookkeeping — categorization, reconciliations, financial statements
- Ongoing QuickBooks Online maintenance
- Monthly close delivered by the 5th
- Client Center portal access
Best For
Owners who need clean, current books and reliable monthly reporting — without an accountant in their inbox.
Tax prep priced separately · 15% off à la carte tax prep
Start with BookkeepingBookkeeping Pro
Bookkeeping plus the numbers explained — quarterly.
- Everything in Bookkeeping
- Monthly KPI dashboard + quarterly performance report delivered to your Client Center
- Quarterly business advisory review
- Priority email response
Best For
Growing businesses that want a KPI dashboard and the numbers walked through quarterly, not just emailed.
Tax prep priced separately · 15% off à la carte tax prep
Start with Bookkeeping Pro Questions first? Book 15 minutes →CFO Advisory
Strategy, forecasting, and planning in one seat.
- Everything in Bookkeeping Pro
- Monthly strategy session
- Scenario modeling + rolling forecast
- Monthly advisory (vs. quarterly)
- Integrated tax planning
Best For
Operators making real decisions every month who want strategy, forecasting, and planning integrated with their books.
Tax prep priced separately · 15% off à la carte tax prep
Start with CFO Advisory Questions first? Book 15 minutes →Tax Preparation
Priced separately, on purpose.
Tax prep is an annual deliverable, not a monthly one — bundling it hides the cost of the work. It’s à la carte, and subscribers get a flat 15% member rate.
See full pricing — subscriptions and tax prepFit
Who this is for. And who it isn’t.
This is for you if
- You run a trades or contracting business generating $500K–$3M annually
- You want job-level visibility, not just a year-end P&L
- You’re comfortable with templated processes and async delivery
- You want equipment, vehicle, and tax planning handled proactively
This isn’t for you if
- You need full project-management or estimating software (we’re the accounting layer)
- You’re pre-revenue or under $500K
- You need bonding-driven CFO work beyond CFO Advisory
- You want the cheapest possible bookkeeping
Get Started
Ready when you are.
Sign up, connect QuickBooks, get to work. We close your books by the 5th of next month — or you don’t pay for the first month.
Past $3M and need the high-touch Elite engagement? Visit rtwadvisors.com.