Follow these steps to apply for a license to perform projects of $25,000 or more:

  1. Pass the “Business and Law” exam

  2. Obtain proof of insurance and letters of reference

  3. Have your financial statement reviewed by an independent CPA

  4. Submit all documentation either online or via U.S. Mail

My specialty is helping contractors prepare correct financials to obtain the monetary limit they need.  All new applicants must submit a reviewed balance sheet with their application.  For monetary limits greater than $3 million, an audited financial statement is required.

 

I help clients understand and prepare for the financial statement review process.  A review consists of analytical procedures and inquiries to provide a limited degree of assurance the financial statements are free of material misstatement.  Understanding the process helps contractors prepare their financial statements.


How it works:

 No in-office visit required.  100% Remote. All services provided by phone, text and e-mail.

  • We discuss the items needed for the review.

  • We decide on your Monetary Limit.

  • Once I receive your documents, I can provide up to 24 hour turn-around time.

  • Work directly with me to answer your questions from beginning the process until your license is approved.

2025 Meeting Deadlines

Month of Meeting                         
January
March                                                   
May                                                     
July                                                     
September                                       
November                                         

Application Deadline Date
December, 20th
February, 20th
April, 20th
June, 20th
August, 20th
October, 20th