The Highpoint Financial Blueprint™
From confusion to control.
From chaos to clarity.
The Highpoint Financial Blueprint™ is a proven process that helps contractors strengthen their finances, stabilize cash flow, and plan for long-term success.
- Illinois Licensed CPA
- QuickBooks® ProAdvisor
- 30+ Years Experience
- Illinois Licensed CPA
- QuickBooks® ProAdvisor
- 30+ Years Experience
A plan built for how contractors really work.
Your business runs in phases. So should your financial systems.
The Highpoint Financial Blueprint™ is a structured, multi-phase process that organizes your accounting, tax, and advisory services into a predictable path for improvement. Each phase builds on the one before it, just like a well-managed construction project.
You should be focused on building — not bookkeeping.
- Job-level visibility and control
- Insurance audit readiness
- Smoother cash flow and fewer surprises
- Integrated bookkeeping, tax, and advisory support
- Clarity for future planning and growth
The process
Three phases. One predictable path
Start by stabilizing your numbers, then move to proactive planning, and finally
build long-term security and transferability.
Phase 1: Foundation
Pour the foundation — get control of your numbers.
In this phase, we clean up, catch up, and build solid systems that bring your financials back under control.
What’s Included
- Bookkeeping cleanup (QuickBooks migration or optimization)
- Job costing and WIP tracking setup
- Change-order documentation system
- Monthly close process (10-day target)
- Audit-ready payroll and insurance prep
- Bank and bonding-ready reporting packages
- Annual tax filing and review (no surprises)
- Real-time expense tracking tools
Outcome
You gain reliable, timely numbers you can trust — so you can make better business decisions without guessing.
Phase 2: Growth
Turn financial clarity into confident decisions.
With the foundation in place, we move from “keeping up” to “planning ahead.”
What’s Included
- Quarterly strategic “CFO-style” advisory meetings
- Proactive tax planning and entity optimization
- Cash flow forecasting and budgeting
- Progress billing optimization
- Owner compensation and compliance planning
- Debt and financing strategy
- KPI dashboards for job profitability and liquidity
- Training for project managers on financial accountability
Outcome
You gain a forward-looking plan for profit, taxes, and cash flow — supported by systems that grow with your business.
Phase 3: Legacy
Build something that lasts.
Once your business is stable and profitable, it’s time to plan for what’s next.
What’s Included
- Long-term business and growth planning
- Wealth accumulation and risk management coordination
- Legal structure review and liability protection
- Insurance and risk alignment
- Retirement and succession planning
- Business valuation and exit strategy coordination
Outcome
Your business becomes a strong, transferable asset — one that supports your long-term goals and financial independence.
How It Works
A simple three-step start
Step 1
Schedule a 30-minute consultation — we’ll identify your top priorities.
Step 2
Receive a tailored Blueprint Proposal outlining your timeline and next steps.
Step 3
Begin Phase 1 together with a clear plan and ongoing communication.
Our Promise
You’ll always know what’s happening, what it costs, and what success looks like.
Construction Fluency
Over two decades focused on accounting and advisory for construction, trades, and professional service firms.
Hands-On Responsiveness
Answers within 24–48 hours. No waiting weeks for answers, and no judgment.
End-to-End Expertise
CAS, tax, and advisory — all under one roof, from a licensed CPA firm that understands your industry.
Why Contractors Choose Highpoint
Experience. Responsiveness. Integrity
Professional Recognition & Credentials
Past President, Illinois CPA Society – O’Hare Chapter
30+ years in accounting, tax, and business advisory
Pricing Philosophy
Transparent. Predictable. No surprises
Highpoint offers fixed-fee engagements with clear scope and deliverables.
Your Blueprint is customized to your firm’s size and complexity — ensuring you get the right level of support without overpaying.
You’ll always know:
- What’s included
- What to expect each month
- When deliverables are due
Request a Proposal
We reply within 1 business day
Common Questions About the Blueprint
What if my books are a mess?
That’s exactly where we start. The Foundation phase includes cleanup, setup, and system alignment.
Do I need to use QuickBooks?
Yes. Highpoint is a QuickBooks® ProAdvisor firm and works exclusively with QuickBooks (Pro, Premier, Enterprise, and Online).
How long does the process take?
The Foundation phase usually runs 6–12 months, followed by ongoing Growth and Legacy phases customized to your goals.
Do I work with the same advisor each time?
Yes. You’ll have a consistent point of contact and direct access to your CPA, Susan Bannwart.
Can you coordinate with my current tax preparer or advisor?
Yes. We can collaborate with your existing professionals however prefer to handle all accounting.
Ready to Begin?
Let’s build your Financial Blueprint together.
Take the first step toward clarity, control, and confidence in your business finances.
