Accounting and Tax services for builders
Responsive finance and tax team for growing architecture, engineering and construction firms.
See Who We Are
Our Track Record
500+
Clients Served
300+
Business Owners Rely On Our Tax Services
20+
Years of Experience Serving Clients In Texas & Nationwide
Focus on growth, numbers are our job
Run cleaner books and stay ahead of the curve
A steady monthly close, job-level visibility, and proactive tax planning.
Accounting & Reporting
A steady monthly close with clean books, consistent categorization, and clear reporting so you know where you stand.
Financial Reviews & Assurance
CPA-reviewed financial statements for businesses that need stronger reporting for bank financing, lender reviews, ownership decisions, and major growth opportunities.
Tax Compliance & Strategy
Thorough compliance plus forward-looking planning to capture the right credits and deductions and reduce surprises.
Who we are
Who we are:
Sunbridge Advisory is an accounting and tax firm providing monthly close, outsourced bookkeeping, job costing, WIP (work-in-progress) reporting, and proactive tax planning for growing businesses. We have deep experience supporting architecture, engineering, and construction (AEC) firms, delivering decision-ready financials that help owners protect margins, manage cash flow, and avoid tax surprises.
Lévi Kedowide, CPA
Partner
Isabel Tzeng
Advisor
Henry Carter
Board Member
Sara Sharp
Board Member
Our Story
How we built our firm:
Our firm was built from the merger of two CPA practices with deep local roots and more than 20 years of experience serving small businesses. We pair that trusted foundation with modern operating discipline shaped by leadership experience at EY and McKinsey — bringing rigorous financial reporting, process improvement, and executive-level problem solving to help owners stay ahead of tax surprises and run a tighter, more profitable business.
Meet the Team
Our Approach
How we support growing businesses:
Companies that are growing fast and juggling multiple stakeholders often struggle to keep a clear handle on their finances, strategic priorities, and long-term direction. We empower them to make data-driven financial decisions without tripling their overhead expenses.
Let Us Help You
Real-Time Insights
How we deliver real-time insights:
We provide our clients with intuitive, real-time financial dashboards tailored to their needs. These dashboards offer a clear, up-to-date view of financial performance — empowering our clients to make confident decisions. Whether tracking cash flow, analyzing trends, or planning for the future, our dashboards put actionable insights right at their fingertips, anytime, anywhere.
See How We Can HelpAccounting Service Options For AEC Firms
Accounting Service Options For AEC Firms
We are the best option for firms who have outgrown DIY bookkeeping but cannot afford a full-time accountant yet.
Best fit
Studios that want full internal control and can manage/train a hire
Studios transitioning away from DIY bookkeeping who want a full back office + tax + AEC expertise
Studios that want a traditional provider for baseline accounting
Team mix (bookkeeper + CPA oversight)
Usually one person; CPA-level review is separate
Bookkeeper execution + CPA oversight built in
Often staff-level work; CPA depth varies
AP + AR (bill pay + invoicing)
Included (if hired for it)
Included
Included (embedded in annual fee)
Monthly close + decision-ready reporting
Yes (depends on hire)
Consistent cadence + standardized reporting
Usually yes (often baseline reports)
Cash flow + margin visibility
Possible (depends on capability/process)
Built into controllership reporting
Often not included beyond basic statements
Job costing / WIP (AEC)
Possible if you hire AEC-capable talent
AEC-ready (scoped to project volume)
Often not included or treated as specialty work
Tax prep + planning
Separate CPA/EA engagement
Included (tax + planning options)
Usually separate (not included)
AEC specialization
Depends entirely on hire
Deep AEC experience (WIP, job costing, margin control)
Typically generalist
Continuity + coverage
Single point of failure (vacation/turnover risk)
Team coverage + documented process
Some coverage, but more handoffs
Typical total annual cost
~$78k/yr (~$75k comp + ~$3k tax prep/planning)
$25k–$35k/yr (all-in)
~$40k/yr (back office incl. AP/AR; tax usually extra)
Stop The Scramble
Stop The Scramble—Here’s The Process
Step One
Stop the scramble
Quick discovery call to identify where the bottlenecks are (late books, unclear margins, messy job costing, tax surprises).
Step Two
Make the numbers reliable
We clean up the books and set up the reporting cadence — so you’re not rebuilding the year at tax time.
Step Three
Stay ahead, month after month
Ongoing monthly close, job-costing/WIP visibility, and proactive tax planning so you always know where you stand.
Client Reviews
What our clients say
Fantastic service, accurate, consistent, and prompt communication are just some of the positives I have to say about Sunbridge. I highly recommend them for your personal or business (or both) bookkeeping and tax prep services!
Jeffrey Dillingham
Real Estate Broker
Sunbridge Advisory took over our accounts several months ago, and the experience has been great. Their response time is quick and their communication and service is excellent!
Mike R.
Mach 3 Golf Speed Training
As a client for over 10 years, I have always been impressed with the professionalism and attention to detail at Sunbridge Advisory. Their excellent communication and commitment to our needs make them a trusted partner for our business!
Sonia L.
Wings of Health
Levi provided outstanding accounting and tax services for my multiple business entities. After experiencing serious issues with a previous accountant who created substantial compliance risks, he stepped in and demonstrated true professional excellence.
Mini K.
Transat Management Company
Great — they have taken so much responsibility in my business off my plate so I can concentrate on growing my business! Love working with Levi and Ashley!
Jeremiah B.
PBandJ with Tay
Working with Sunbridge Advisory LLC for the past two years has been fantastic. The team takes a complicated process and makes it entirely clear, simple, and easy to handle. Having someone who provides real foresight and tangible savings translates into total peace of mind.
Pierre N.
Shark Ninja
Get In Touch
Ready to take control of your finances?
Contact Sunbridge Advisory to schedule a free consultation and take control of your finances.
