What It Is

The Founding Client Program is a limited opportunity for underground utility and excavation contractors to secure dedicated financial oversight at preferred founding rates.

This program is designed for field-driven construction businesses that want clear books, better cash flow visibility, and confidence in their numbers—without guesswork or cleanup surprises.

Availability:

Only 10 founding client spots are available. Once filled, standard pricing and onboarding terms apply.

Founding Client Benefits

• Reduced onboarding fee

• Discounted initial book cleanup (if needed)

• Locked-in monthly pricing for 12–24 months

• Priority support during the first engagement phase

• Early access to tax planning and growth support as services expand

Plans are based on transaction volume, account count, and overall complexity. Businesses exceeding Starter-level scope may be upgraded to the Growth Plan.

How Pricing Works
Founding clients receive customized monthly pricing based on job volume, payroll complexity, and level of financial oversight required.

Most founding clients invest in the mid-hundreds to low four figures per month, with preferred pricing locked in for the duration of the founding period.

Founding Client Program – FAQs

Who is the Founding Client Program for?

The Founding Client Program is designed for underground utility, excavation, and infrastructure contractors who want clear financial oversight, reliable monthly reporting, and confidence in their numbers from the start.

This program is ideal for field-driven construction businesses that value organization, consistency, and long-term financial stability as they grow.

How long are founding client rates locked in?

Founding client pricing is locked in for 24 months, with no increases during that period, as long as services remain in good standing and the scope of work remains consistent.

Do I need to switch accountants immediately?

Not necessarily. During onboarding, we review your current setup and coordinate a smooth transition.

If you’re mid-year or working with another provider, we’ll guide the process to avoid disruption, duplication, or gaps in your financial records.

What services are included as a founding client?

Founding clients receive the same premium bookkeeping and financial oversight services offered to all clients, plus exclusive onboarding and pricing benefits.

Services are tailored to your job volume, payroll complexity, and operational structure, with a focus on cash flow visibility, job costs, and monthly financial clarity.

How do I apply for a founding client spot?

Simply click the button below to get started. You’ll complete a short intake so we can confirm fit, scope, and availability before onboarding.

What happens once the founding client spots are filled?

Once all 10 founding client spots are filled, the program closes.

New clients will enter under standard pricing and onboarding terms. Founding clients retain their locked-in pricing and benefits for the full founding term.