A financial advisor and a construction business owner reviewing figures together on a laptop

Accounting, tax, payroll & CFO

Better numbers. Better decisions.

One team running your books, taxes, payroll and financial strategy, working alongside you every month instead of showing up once a year.

We don't just do your books. We become the finance department you never had to hire.

Enterprise-level financial expertise for owner-led businesses, without the overhead of a full in-house team.

Clients served
75+
Services offered
20+
Virtual capable
100%
First consultation
Free
Talk to our team
An accountant explaining a cash flow dashboard on a video call
Proactive, not reactive Regular reporting and strategy, with a team you can actually reach when you need answers.

Every financial function, under one roof

Seven service lines that work together, so nothing falls between your bookkeeper, your tax preparer and your bank.

Accounting & Bookkeeping

Accurate, timely books built around how your business actually runs.

  • AP & AR management
  • Reconciliations & statements
  • Job costing & profitability

Tax & Compliance

Proactive tax strategy and filings, so you're never caught off guard.

  • Tax filing & preparation
  • Quarterly estimated payments
  • Sales & use tax

Payroll & Workforce

Compliant payroll, including certified and prevailing wage reporting.

  • Payroll management
  • Certified payroll / Davis-Bacon
  • Commission tracking

Strategic CFO & Growth

Executive-level financial leadership, without the full-time cost.

  • Cash flow & project planning
  • Banking & financing support
  • Fractional CFO

Business Optimization

Overlooked strategies that unlock real advantages for owners.

  • Business credit improvement
  • Credit card points strategy

Cost Segregation

Accelerate depreciation on real estate to free up cash and cut taxes.

  • Accelerated & bonus depreciation
  • Engineering-based reclassification
  • Feasibility analysis

Financial Audits

Independent audits and reviews that give stakeholders confidence in your numbers.

  • Financial statement audits
  • Reviews & compilations
  • Internal controls review

Not sure what you need?

Most clients start with one line and grow into more. We'll map the right scope in your free consultation.

Get a custom proposal
A restaurant owner and a financial advisor reviewing numbers on a tablet at the counter

Built for the businesses that build things

From solo contractors to multi-location companies and nonprofits. If you have financials, we can help, wherever you operate.

  • Construction
  • Trades & contractors
  • Real estate
  • Healthcare
  • Retail
  • Nonprofits
  • Professional services
  • Restaurants & hospitality
  • Trucking & logistics
  • E-commerce
  • Startups
  • And more

Davis-Bacon & prevailing wage, handled

Specific expertise in certified payroll and prevailing wage compliance, critical for construction and government-contracted work.

A general contractor holding a tablet at a commercial build site

What clients say and why they choose us

“Having Side By Side Financial as our financial partner has been a game changer. They don't just handle the numbers, they help us make better decisions every month.”

Business ownerConstruction industry client
  • One firm for accounting, tax, payroll and CFO services
  • Virtual-first, working with businesses anywhere
  • Proactive communication, not just number-crunching
  • Transparent pricing with no surprise fees

Up and running in days, not months

Onboarding is simple and structured. Here's exactly what happens after you reach out.

  1. 01

    Free consultation

    We review your current accounting, payroll and financial systems. No cost, no commitment.

  2. 02

    Custom proposal

    We identify the gaps, recommend the right services and give you a tailored scope and price.

  3. 03

    Seamless onboarding

    We integrate with your existing systems and take ownership of your financial operations.

  4. 04

    Ongoing partnership

    Regular reporting, proactive strategy and a team that's accessible when you need answers.

Questions owners ask us first

Don't see yours? Reach out and we'll get back to you promptly.

Ask a question

Businesses of all sizes across virtually every industry, from solo contractors and small businesses to multi-location companies and nonprofits. If you have financials, we can help.

Let's build your financial foundation

Tell us a little about your business. We'll assess your current financial operations and show you exactly where we can help.

Request your free consultation

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