Focus on Growth - We'll Keep Your Finances in Check

Because revenue recognition and cash collection are two different things in project-based work. Retainage, delayed payments, and percentage-of-completion billing all create gaps that standard reporting doesn't surface. We model that gap explicitly.

It measures how much of your available billable hours are converted into billed revenue. A declining realization rate is usually the first signal that scope creep or write-downs are eroding your margins — before it shows up on your P&L.

A federal deduction worth up to $5.81 per square foot for architects and engineers who design energy-efficient government buildings. Most firms with qualifying work have never claimed it.

When transaction volume and management overhead approach full-time cost typically above $8M in revenue. We'll tell you when we think that transition makes sense.

Yes. Licensed in Texas and Massachusetts, we serve A&E firms nationally with multi-state compliance built into our tax work.

Sunbridge Advisory delivers cloud-based, real-time financial dashboards that provide instant visibility into cash flow and performance trends. These dashboards are tailored to each client's operational needs and update continuously.

Sunbridge Advisory uses fixed-fee, tiered pricing with transparent starting rates published on its website. Bookkeeping ranges from $500 to $2,000 per month depending on revenue size, while controllership starts at $1,800 per month.

Sunbridge Advisory's typical total annual cost ranges from $25,000 to $35,000 per year (all-in), which the firm positions against the higher expense of a dedicated in-house hire without credentialed oversight. This pricing includes controllership, bookkeeping execution, CPA oversight, and tax planning services bundled together.

Sunbridge Advisory uses Quickbooks Online for bookkeeping and accounting, CCH Axcess for tax planning and preparation. The firm also integrates with Gusto for payroll, and uses reports from AEC platforms such as ProCore, QBE, Deltek/Aljera and Monograph to produce its monthly reports

Sunbridge Advisory operates a dedicated client portal at portal.sunbridgetx.com for secure document exchange and client access. This platform supports collaborative digital workflows between construction companies and the Sunbridge team.

Clients can upload source documents and retrieve completed reports without relying on email attachments or manual file transfers. The firm's controllership engagements include AP and AR management with bill pay and invoicing workflows, and the portal serves as the primary interface for these transactions

Sunbridge Advisory uses a "bookkeeper execution + CPA oversight" model that pairs day-to-day bookkeeping with certified public accountant review. This structure reduces single points of failure and maintains professional-grade accuracy.