01 — IS STREAM BUILT FOR A CONTRACTOR LIKE ME?
BOOKKEEPING & TAX PREPARATION. BUILT ONLY FOR CONTRACTORS.
Flat-fee accounting service for remodelers, builders, roofers, plumbers, HVAC companies, and specialty trades.
- FOUNDED 2016
- DALLAS–FORT WORTH
- CONTRACTORS ONLY
02 — WHY DOES CONTRACTOR-ONLY MATTER?
GENERALIST BOOKS MISS WHAT CONSTRUCTION RUNS ON.
Construction is built around jobs, subs, materials, equipment, vehicles, overhead, and uneven cash flow. Treated like generic small-business transactions, job costs disappear and reports mislead.
03 — WHO ACTUALLY DOES THE WORK?
YOU GET PEOPLE. NOT A DASHBOARD TO FEED.
The work runs on a system — the same monthly close, the same checks, for every client. Behind it is Svetlana "Lana" Griffin, CPA, who reviews and approves every return before it’s filed.
Stream is not a CPA firm. "CPA" refers to the individual Texas license held by Svetlana "Lana" Griffin.
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AN ASSIGNED BOOKKEEPER
A real person learns your business and handles your books every month.
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YOUR TAX PREPARER
For monthly bookkeeping clients, a real person prepares the return from books Stream already knows.
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A PERSON WHO ANSWERS
You call a real person who knows your file.
YOU RUN THE JOBS. STREAM HANDLES THE BOOKS AND RETURNS.
04 — WHAT HAPPENS IF MY BOOKKEEPER IS OUT?
THE WORK KEEPS MOVING BECAUSE THE PROCESS IS DOCUMENTED.
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COLLECT
You send us your documents.
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CATEGORIZE
We code to contractor-specific categories.
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RECONCILE
We reconcile accounts and validate balances.
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REVIEW
We review for accuracy and completeness.
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DELIVER
We deliver reports you can rely on and act on.
ONE PERSON OWNS THE WORK. THE PROCESS PROTECTS THE CONTINUITY.
05 — WHAT DOES STREAM HANDLE?
A CLEAR SCOPE KEEPS THE SERVICE RELIABLE.
Not self-service software. Not one-off tax preparation. Not general-industry accounting.
THE SERVICE
- Monthly bookkeeping
- Contractor-focused financial reports
- Tax preparation for monthly bookkeeping clients only
THE STANDARD
- Contractors only
- QuickBooks Online only
- Flat fee agreed before the work begins
- Texas-focused
06 — WHAT WILL COMMUNICATION FEEL LIKE?
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A CLEAR PRIMARY CONTACT
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A PERSON, NOT A QUEUE, DURING BUSINESS HOURS
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STATUS SHARED BEFORE YOU HAVE TO ASK
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PROBLEMS SURFACED INSTEAD OF BURIED
Clear communication is part of the service — not an extra feature.
08 — WHAT ELSE DO I NEED TO KNOW?
STRAIGHT ANSWERS BEFORE YOU START.
Everything you should know before trusting us with your books and taxes.
STILL HAVE A QUESTION?
TALK TO STREAM-
No. Tax preparation is for clients on our monthly bookkeeping service — accurate returns come from books kept current all year.
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That is common. Cleanup is handled first so monthly work starts from accurate numbers, and it is quoted separately before anything begins.
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QuickBooks Online, in your own account. If you are not on it yet, we help you get set up.
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Yes. You are assigned a bookkeeper who learns your jobs and stays with your account.
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By the size and complexity of your books, agreed before work begins — no hourly surprises.
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Stream is focused on Texas. Tax work outside Texas is not something we commit to. Out-of-state contractors are welcome to reach out for a straight answer on fit.
