Solutions
Focus on Growth — We'll Keep Your Finances in Check
Accounting, controllership, CPA financial reviews, and tax built around how AEC firms actually operate.
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Accounting & Monthly Close
A steady monthly close with clean books, consistent categorization, and clear reporting so you always know where you stand.
Outsourced bookkeeping and AP/AR
Consistent monthly close cadence
Standardized, decision-ready reporting
Outsourced Controllership
Controller-level oversight that gives you cash flow and margin visibility without the cost of a full-time hire.
Cash flow and margin visibility
Job costing and WIP reporting for AEC
Real-time financial dashboards
CPA Financial Reviews
CPA-reviewed financial statements built around WIP and job costing, so your numbers hold up for sureties, lenders, and ownership decisions.
WIP and percentage-of-completion review
Bonding-, lender-, and ownership-ready statements
Limited-assurance review — credible, less than an audit
Tax Compliance & Planning
Thorough compliance plus forward-looking planning to capture the right credits and deductions and reduce surprises.
Federal and multi-state compliance
Proactive year-round tax planning
Entity structure and S-Corp strategy
FAQ
Frequently Asked Questions
We offer accounting and monthly close, outsourced controllership, CPA financial reviews, and tax compliance and planning — all built around the needs of growing architecture, engineering, and construction firms.
A review is a CPA engagement that provides limited assurance on your financial statements — less extensive and less costly than an audit. They're most often needed for bonding and surety capacity, bank financing, ownership changes, or pursuing larger contracts that require reviewed statements. For construction firms, our reviews focus on WIP, percentage-of-completion, and job costing.
Yes. While we are based in San Antonio, we serve clients across Texas and nationwide, including firms with multi-state tax compliance needs.
Absolutely. Job costing and work-in-progress (WIP) reporting are core to our controllership service and are scoped to your project volume.
We start with a quick discovery call to understand your bottlenecks, then clean up your books and establish a reporting cadence so you are not rebuilding the year at tax time.
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Ready to take control of your finances?
Contact Sunbridge Advisory to schedule a free consultation and take control of your finances.
