Most contractors and business owners doing $1M or more are overpaying the IRS, bleeding cash on jobs that look profitable but aren't, and making decisions without the numbers to back them up. We fix that.
Miguel owns a high-end remodeling firm in northern New Jersey doing $2.5M a year. If you saw his Instagram, you'd think he was crushing it — beautiful projects, a wrapped truck, a crew of eight.
But every Thursday night, Miguel is in his home office with a headache, staring at a bank balance that doesn't match his hard work. His bookkeeper tells him he's profitable. His tax guy sees him once a year and says "Great year, Miguel — you owe $65k." Miguel is confused. If he's so profitable, why is he using his personal credit card to cover a lumber order? Why is he holding off on his own paycheck just to make sure his guys get paid on Friday?
Miguel isn't broke. But he isn't building anything either. He's what we call Successful but Broke.
"We didn't just do the books. We performed a financial autopsy. What we found changed everything."
On his last three big jobs, Miguel was actually paying to work. His labor wasn't tracked to specific jobs, so a 20% profit margin on paper was actually a 4% loss after overhead. He was growing broke.
We implemented three things. Job-level profitability tracking. Proactive tax planning. A 90-day cash flow forecast. That $65k surprise became a $0 surprise. Miguel can now see financial storms before they hit.
He didn't need more jobs. He needed a team that protected the money he was already making.
Book Your Business Diagnostic →We shift your tax planning from reactive to proactive. No more surprises in April. No more writing checks you weren't prepared for. Every dollar saved is yours to keep.
We track every job, every dollar, every month. You'll know which work is making you money and which is costing you — before it's too late to do anything about it.
When the bank asks for your financials, you'll hand them a package that tells the right story. Clean books. Accurate returns. A balance sheet that holds up under scrutiny.
"Most of our clients save more in year one than they pay us in a year."
Alicia Flores — Licensed Tax Preparer, State of New Jersey · Alianza Financial Services
Alianza Financial Services is built specifically for contractors, trades businesses, and business owners across New Jersey doing $1M to $5M in annual revenue who are ready to stop leaving money on the table.
Construction, plumbing, electrical, HVAC, landscaping. Job costing, subcontractor 1099s, equipment deductions — we know your world inside and out.
Boutique residential and commercial firms. Rent rolls, CAM reconciliations, owner distributions, and entity structuring that protects what you've built.
Cleaning companies, service businesses, and solo operators across Bergen County. If you're running lean and growing, we're the team you've been missing.
30 minutes. We review where your business stands financially and tell you exactly what needs to be fixed. No pitch. No fluff. Just answers you can act on.
Based on what we find, we recommend the right engagement — whether that's getting your books clean, building a tax strategy, or becoming a full Profit Partner.
Books reconciled monthly. Taxes filed on time. Estimates funded. You run the business. We make sure the numbers never hold you back.
"I had no idea I was paying to work on three of my biggest jobs last year. Alianza found it in the first month. That alone paid for two years of their fee. I don't know how I ran this business without them."
"I had been doing my own books for three years and thought I was on top of it. Alianza looked at my numbers and found $11,000 in deductions I had never taken. I wish I had made this call sooner."
"When my bank asked for two years of financials for the line of credit, I sent them over in 20 minutes. Clean P&L, clean returns, organized. I got approved. That would not have happened a year ago."
Book your Business Diagnostic. 30 minutes. No pitch. Just answers about where your business actually stands — and exactly what we'd do about it.
Book Your Business Diagnostic →We take on a limited number of new clients each year. If you're serious, let's talk.