// Services Overview
Accounting Built
For Your Sector
Three services. Each one shaped around a specific kind of financial work that energy operators, capital project owners, and regulated utilities actually deal with — not generic accounting adapted after the fact.
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Sector Accounting
Monthly financial services built around the operational and regulatory structures of energy companies and utility operators.
$950 USD / month
Capital Project
Cost Tracking
Detailed cost management for large-scale capital projects — construction, upgrades, or network expansion — from kickoff through capitalization.
$700 USD / month
Regulatory Filing
Preparation
Compilation and formatting of financial data for periodic regulatory submissions — rate cases, annual compliance, and prescribed financial schedules.
$1,500 USD / filing
Energy & Utilities Sector Accounting
What This Covers
- Regulatory cost accounting — tracking costs in formats that align with energy commission requirements, not just standard bookkeeping categories.
- Rate-base calculations — supporting accurate calculation of assets eligible for inclusion in regulated rate structures.
- Capital project tracking — ongoing cost monitoring for projects integrated into the monthly reporting cycle.
- Regulatory report formats — monthly financials prepared in the layout and level of detail energy commissions expect.
- Operational metrics integration — production volumes, outage data, and service metrics included alongside financial summaries where relevant.
Who This Is For
Small to mid-sized utility operators and energy service companies are the core fit. This includes companies that handle electricity distribution, natural gas supply, water utilities, or independent power production at a scale where a dedicated in-house regulatory accounting function isn't economical — but the reporting complexity is real.
If your accountant understands general finance but hasn't worked directly with FERC schedules, rate-base structures, or commission-specific cost categorizations, there's a practical gap worth closing. This service addresses that gap directly.
Capital Project Cost Tracking
What This Covers
- Cost coding by project phase — assigning costs to the correct phase (engineering, procurement, construction, commissioning) so reporting reflects actual progress.
- Contractor payment verification — cross-checking invoices against contract terms, work orders, and approved change orders before payments are processed.
- Budget-to-actual reporting — monthly comparison of approved budgets against committed and actual spend, with variance commentary.
- Capitalization support — preparing the cost documentation and schedules required to capitalize completed project assets correctly.
- Monthly progress reports — structured summaries covering spend-to-date, forecast-to-complete, and flagged cost concerns.
Who This Is For
This service is designed for multi-month projects exceeding $500K in total value — infrastructure construction, plant upgrades, network expansion, or similar capital-intensive work.
The common situation: a project is underway, costs are accumulating across multiple contractors and purchase orders, and the standard accounting system isn't structured to give a clear picture of where the project actually stands financially versus the approved budget.
Cost control on large projects depends on having organized, current data. This service provides that without requiring you to restructure your internal systems or hire a full-time project accountant.
Regulatory Filing Preparation
What This Covers
- Rate case support documentation — financial schedules, cost justifications, and exhibits required for rate case proceedings.
- Annual compliance reports — periodic reports required by regulatory bodies, formatted to their current specifications.
- Financial schedules in prescribed formats — structured data extraction and formatting for submissions where regulators specify exact layout requirements.
- Filing calendar maintenance — tracking all relevant submission deadlines and beginning preparation well ahead of due dates.
- Data reconciliation — cross-referencing source financials with regulatory definitions to confirm accuracy before submission.
Who This Is For
Regulated utilities and energy companies that file periodic financial reports with state or federal energy commissions. The service is relevant whether you file annually, quarterly, or on a case-by-case basis for rate proceedings.
Regulatory filings have a specific problem: the financial data exists internally, but getting it into the correct format, with the correct definitions and cross-references, takes concentrated effort that falls outside the normal accounting cycle.
This service handles that concentrated effort — from data extraction through formatted submission — so filings go in complete and on time.
// Service Combinations
Services Work Together
Each service stands on its own — but they're designed to work as a coordinated set. A utility operator running capital projects while managing regulatory filings will find that cost data flows naturally between all three.
When services are combined, the financial records, cost structures, and reporting formats stay consistent across monthly accounting, project tracking, and regulatory submissions. Less reconciliation. Less rework. More coherent numbers when it matters.
Common Combinations
Monthly Operations
Energy & Utilities Accounting + Capital Project Tracking — for operators running both ongoing financials and active construction.
$1,650 / month
Compliance-Focused
Energy & Utilities Accounting + Regulatory Filing Preparation — monthly financials built to feed directly into filing requirements.
$950 / month + $1,500 / filing
Full Coverage
All three services — for regulated utilities managing capital programs and filing obligations simultaneously.
$1,650 / month + $1,500 / filing
How the Process Works
01
Initial Conversation
You describe your situation — sector, reporting obligations, project scope. No forms. No intake questionnaires. A direct exchange to understand what you're actually dealing with.
02
Scope Review
Based on the conversation, we identify which service or combination fits your situation. Scope is defined clearly before any engagement begins — no surprises later.
03
Data Onboarding
We work through your current chart of accounts, existing reports, and cost structure. The goal is to understand how your data is currently organized before changing anything.
04
Ongoing Work
Monthly deliverables are provided on a consistent schedule. You know what you'll receive and when. Questions are answered directly — not routed through support layers.
What You Can Expect
Accounting work of this type doesn't produce dramatic results in week one. The value comes from consistency — organized records, structured costs, reliable reporting delivered on schedule, month after month.
What you'll notice over the first few months: your financial data becomes easier to locate and use. Reports come in formats that match what regulators and lenders actually ask for. Cost variances get flagged before they compound.
Over time, that consistency makes other things easier — rate proceedings, audits, financing conversations, project close-outs. These are downstream effects of better-organized accounting, not promises.
Practical Questions
Can these services replace our existing accountant?
These services are sector-specific and focus on regulatory cost accounting, capital project financials, and filing preparation. They can complement a general accountant who handles day-to-day bookkeeping, or they can serve as the primary accounting function for companies where sector-specific reporting is the main financial work. The right arrangement depends on your current setup — worth discussing in an initial call.
What software or systems do you work with?
The approach adapts to what you already use. Common accounting platforms, spreadsheet-based systems, and project management tools are all workable starting points. The onboarding process starts by understanding your current setup — the goal is to improve the structure and output, not to require you to switch platforms.
How is the $1,500 filing fee structured?
The fee applies per filing — meaning per distinct submission to a regulatory body. If you have two separate annual filings due in the same period, each is scoped and priced separately. For companies with multiple recurring filings, a standing arrangement at a fixed monthly rate may be more practical — this is something to discuss upfront so you have a clear picture of the annual cost.
Is there a minimum engagement period?
The monthly services require a setup period — the first two months involve foundational work that's a prerequisite for useful reporting. Beyond that, engagements run month-to-month. Capital project tracking naturally continues for the duration of the project. These terms are discussed clearly before any engagement begins.
Do you work with companies outside the US?
Yes. The services are structured around the financial and reporting requirements common to regulated energy and infrastructure sectors globally. The specific regulatory frameworks vary by jurisdiction — the onboarding process identifies what applies in your case. Remote collaboration works well for this type of accounting work.
// Next Step
Not Sure Where to Start?
If your situation doesn't fit neatly into one of the three services described above, or if you're dealing with a combination of financial needs across energy operations and capital work — an initial conversation will clarify what makes sense.
No commitment required at that stage. Just a clear-headed look at what you need and whether these services are the right fit.