Compare maintained products

Choose between the Construction Kit and SMB Edition

Start with the Construction Kit when subcontractors, COIs, mixed duties, or owner/officer questions make the file more complex. Choose SMB Edition for a lighter payroll-and-records workflow.

Quick comparison

SMB EditionConstruction Kit
Price$149 one time
Best fitLighter office, retail, and service files
WorkbookStreamlined workbook
Payroll reconciliation
Document checklist and packet index
Subcontractor payment and COI trackingOptional/light
Owner/officer and mixed-duty supportLight
Guides, editable templates, and packet folders
Purchase modelImmediate digital download

Choose based on the actual file

Choose SMB Edition if

  • The business is primarily office, retail, restaurant, or service based
  • Subcontractor and COI work is limited or not central
  • You mainly need payroll reconciliation, a checklist, and packet organization
  • You want the lower-cost maintained kit
See SMB Edition

Choose the Construction Kit if

  • The company uses subcontractors or 1099 labor
  • Certificates of insurance need to be tracked
  • Owners, officers, or employees perform mixed duties
  • The audit file needs the full contractor workflow
See the Construction Kit

Use the lighter kit only when the file is genuinely lighter

The Construction Kit is the safer default for contractors. SMB Edition is the maintained lower-cost option for simpler files.