Built for contractors.
Powered by partnerships.
Clean books are the foundation — and the right network of professionals is what helps your business actually grow. These are the firms I trust enough to send my own clients to.
The professionals I work with most closely
A small, carefully curated group of partners who serve the same contractor and design-build clients I do. We coordinate on shared clients and refer business back and forth based on what each business owner needs next.
[Construction Attorney]
Florida-licensed construction attorney handling contractor licensing, lien disputes, contract review, and subcontractor agreements.
[Tax CPA Firm]
Tax-focused CPA specializing in construction and real estate. Quarterly planning, year-end strategy, and entity structuring for contractors.
[Financial Planner]
Fee-only financial planning for contractor business owners. Retirement planning, succession strategy, and personal wealth management.
[Construction PM Firm]
Owner's representative and project management for clients juggling multiple builds or remodels at once.
[Marketing Agency]
Contractor-focused marketing agency. Website design, SEO, paid ads, and lead generation for the trades.
Specialists for what your business needs next
These are the firms I send clients to when a specific need comes up. Every partner here has been vetted for quality, professionalism, and care for contractor and design-build clients specifically.
[Local Bank Name]
Florida community bank with a strong contractor lending team. Business checking, credit lines, equipment loans.
[Insurance Broker]
Independent insurance broker specializing in contractor liability, workers' comp, and surety bonds in Florida.
[Estate Attorney]
Trusts, wills, and business succession planning for established contractors ready to protect what they've built.
[Lender Name]
SBA and commercial lending for contractors expanding operations, acquiring equipment, or financing acquisitions.
[Real Estate Attorney]
Florida real estate attorney handling closings, title issues, and 1031 exchanges. Valuable for house flippers.
[Permitting Consultant]
Brevard County permitting and licensing consultant. Helps contractors navigate zoning, inspections, and code.
The tools that make your business run
These are the platforms and services I implement, configure, and recommend for nearly every contractor client. As a certified partner, I can often arrange better onboarding terms.
QuickBooks Online
The accounting platform I'm certified at the highest level. ProAdvisor pricing through my account for new clients.
[Jobber / Buildertrend]
Job management, estimating, and customer tracking purpose-built for contractors. I implement and configure these for clients.
[Payroll Partner]
Payroll processing built for contractor businesses. Handles field crews, subcontractors, and certified payroll requirements.
[Payments Partner]
Payment processing for contractors. Accept credit cards, ACH, and progress billing from clients in the field or office.
About Our Partner Relationships
Transparency matters. Some of the software and service partners listed above pay AI Pro Bookkeeping LLC a referral fee, affiliate commission, or revenue share when a client signs up through us. This is a standard industry practice and is disclosed here so you know exactly where you stand.
We never recommend a partner based on what they pay. Every partner on this page was selected because they serve our contractor and design-build clients well. Professional services partners (attorneys, CPAs, financial planners, insurance brokers) do not pay referral fees and never will, as that would conflict with their professional ethics rules.
If you have questions about how we work with any partner listed here, please ask. We're happy to explain.
Need an introduction to a partner?
Tell me what your business needs and I'll personally introduce you to the right person.
Book Your Free Discovery Call →