Get Started Today | Focus On Growth, We'll Handle The Numbers
Accounting and Tax services for builders
Responsive finance and tax team for growing architecture, engineering and construction firms
Our Track Record
500+
Clients Served
300+
Business Owners Rely On Our Tax Services
20+
Years of Experience Serving Clients In Texas & Nationwide
Focus on growth, numbers are our job
We provide diligent margin visibility and year-round tax strategy before your first in-house hire.
Run cleaner books and stay ahead of the curve
A steady monthly close, job-level visibility, and proactive tax planning
Accounting & Reporting
A steady monthly close with clean books, consistent categorization, and clear reporting so you know where you stand.
Project Controls: Job Costing & WIP
Clean job-costing and WIP visibility so you can protect margins across bids, change orders, and closeouts
Tax Compliance & Strategy
Thorough compliance plus forward-looking planning to capture the right credits and deductions and reduce surprises
Who we are:
Sunbridge Advisory is an accounting and tax firm providing monthly close, outsourced bookkeeping, job costing, WIP (work-in-progress) reporting, and proactive tax planning for growing businesses. We have deep experience supporting architecture, engineering, and construction (AEC) firms, delivering decision-ready financials that help owners protect margins, manage cash flow, and avoid tax surprises.
How we built our firm:
Our firm was built from the merger of two CPA practices with deep local roots and more than 20 years of experience serving small businesses. We pair that trusted foundation with modern operating discipline shaped by leadership experience at EY and McKinsey; bringing rigorous financial reporting, process improvement, and executive-level problem solving to help owners stay ahead of tax surprises and run a tighter, more profitable business
How we support growing businesses:
Companies that are growing fast and juggling multiple stakeholders often struggle to keep a clear handle on their finances, strategic priorities, and long-term direction. We empower them to make data-driven financial decisions without tripling their overhead expenses.
How we deliver real-time insights:
We provide our clients with intuitive, real-time financial dashboards tailored to their needs. These dashboards offer a clear, up-to-date view of financial performance, empowering our clients to make confident decisions. Whether tracking cash flow, analyzing trends, or planning for the future, our dashboards put actionable insights right at their fingertips—anytime, anywhere.
Accounting Service Options For AEC Firms
We are the best option for firms who have outgrown DIY bookkeeping but cannot afford a full time accountant yet.
Criteria | In-house hire | Sunbridge | Another CPA firm |
|---|---|---|---|
Best fit | Studios that want full internal control and can manage/training a hire | Studios transitioning away from DIY bookkeeping who want a full back office + tax + AEC-expertise | Studios that want a traditional provider for baseline accounting |
Team mix (bookkeeper + CPA oversight) | ✕ Usually one person; CPA-level review is separate | ✓ Bookkeeper execution + CPA oversight built in | ✕ Often staff-level work; CPA depth varies |
AP + AR (bill pay + invoicing) | ✓ Included (if hired for it) | ✓ Included | ✓ Included (embedded in annual fee) |
Monthly close + decision-ready reporting | ✓ Yes (depends on hire) | ✓ Consistent cadence + standardized reporting | ✓ Usually yes (often baseline reports) |
Cash flow + margin visibility | Possible (depends on capability/process) | ✓ Built into controllership reporting | ✕ Often not included beyond basic statements |
Job costing / WIP (AEC) | ✓ Possible if you hire AEC-capable talent | ✓ AEC-ready (scoped to project volume) | ✕ Often not included or treated as specialty work |
Tax prep + planning | ✕ Separate CPA/EA engagement | ✓ Included (tax + planning options) | ✕ Usually separate (not included) |
AEC specialization | Depends entirely on hire | ✓ Deep AEC experience (WIP, job costing, margin control) | ✕ Typically generalist |
Continuity + coverage | ✕ Single point of failure (vacation/turnover risk) | ✓ Team coverage + documented process | ✓ Some coverage, but more handoffs |
Typical total annual cost | -$78k/yr (-$75k comp + -$3k tax prep/planning) | $25k-$35k/yr (all-in) | -$40k/yr (back office incl. AP/AR; tax usually extra) |
Stop The Scramble—Here’s The Process
Accounting Service Options For AEC Firms
Step One
Stop the scramble
Quick discovery call to identify where the bottlenecks are (late books, unclear margins, messy job costing, tax surprises).
Step Two
Make the numbers reliable
We clean up the books and set up the reporting cadence—so you’re not rebuilding the year at tax time.
Step Three
Stay ahead, month after month
Ongoing monthly close, job-costing/WIP visibility, and proactive tax planning so you always know where you stand.
Ready to take control of your finances?
Contact Sunbridge Advisory to schedule a free consultation and take control of your Finances!