Performance Financial CPA Tax and Accounting

Performance Financial CPA Tax and Accounting We're a CPA, Tax and Accounting firm serving Iowa, Missouri, Nebraska, and midwest small businesses.

Most accountants don't ask about your goals.They file your return, send a bill, and disappear until next year.Zero plann...
02/27/2026

Most accountants don't ask about your goals.

They file your return, send a bill, and disappear until next year.

Zero planning. Zero strategy. Zero partnership.

One client just said: "Drake & the Performance Financial team helped us build a tax planning framework. They came along side us, learned our goals and help craft a strategy."

LEARNED OUR GOALS.

That's the difference between a tax preparer and a strategic partner.

Tax preparers tell you what you owe based on last year's decisions.

Strategic partners help you make THIS year's decisions so next year's tax bill is lower.

If your accountant doesn't know your 3-year vision, how can they possibly help you get there?

Book a Tax & Accounting Analysis:
https://www.performancefinancialllc.com/contact

This is the hardest conversation we have with construction contractors, but it's also the most important:The problem isn...
02/25/2026

This is the hardest conversation we have with construction contractors, but it's also the most important:

The problem isn't your market. It isn't your competition. It isn't the economy.
It's you.

Not because you're incompetent—you're probably incredibly skilled at your trade. But because you're getting in your own way:

You won't let processes help you because "I can do it faster myself"
You won't hire specialists because "I can figure it out"
You won't implement systems because "my business is different"
You won't delegate because "nobody does it as well as I do"

And meanwhile? You're stuck wearing every single hat in your business while wondering why you can't grow past your current revenue ceiling.

Here's what we see over and over: Contractors who refuse to transfer work to people who are actually good at things they're lacking in. They keep trying to Friday-to-Friday it instead of building reserves. They take uncalculated risks because they don't understand their numbers.

The business owners who succeed aren't necessarily more talented. They're more willing to get out of their own way.

They understand that bookkeeping isn't their zone of genius. Tax strategy isn't their zone of genius. Financial systems aren't their zone of genius.

Building, estimating, managing projects—THAT'S their zone of genius. So they let specialists handle the rest.

Ready to stop being your own bottleneck? Book a Tax Reduction Analysis with Performance Financial and let our construction accounting specialists handle the financial side while you focus on what you actually do best—building.

https://www.performancefinancialllc.com/contact

02/23/2026

When Zach took over Rodan Cleaning from his dad, he inherited 25 years of clients but needed to understand profitability.

Drake changed everything.

He helped Zach create a budget showing:
✓ Fixed expenses and actual margins on each account
✓ Exactly what he can afford to spend on growth
✓ Which clients needed rate increases after years of expense creep

Now when Zach bids a job, he knows his required margins before he quotes. And because cleaning revenue fluctuates, he meets with Drake regularly to strategize: "I got an extra $5,000—save for taxes or reinvest?"

The Result:
Clear visibility into profitability, confidence to raise rates, and strategic decisions instead of guessing.

Most business owners think they're profitable but can't tell you which parts of their business actually make money. A budget shows you exactly what you can afford and where you need to adjust.

Book a Tax Reduction Analysis with Performance Financial. Let Drake create a budget that shows where your money is going—and how much you can actually afford to spend on growth.

https://www.performancefinancialllc.com/contact

"Complete peace of mind."That's what this client said after working with Performance Financial for several years.Not "th...
02/20/2026

"Complete peace of mind."

That's what this client said after working with Performance Financial for several years.

Not "they do my taxes."

Not "they're fine."

Complete. Peace. Of. Mind.

Here's what most business owners don't realize: Financial stress doesn't just show up on April 15th.

It's the 3 AM wake-ups wondering if you're missing deductions.

It's the knot in your stomach when an IRS letter shows up.

It's the constant nagging worry that something important is falling through the cracks.

It's the arguments with your spouse about whether you're handling everything correctly.

That anxiety? It steals your focus. It drains your energy. It keeps you from leading your business the way you should.

This client said working with Drake and the team has been "one of the best experiences I've ever had with a tax professional."

Not just good. Not satisfactory.

One of the BEST.

When your finances are in capable, trustworthy hands, everything changes. You sleep better. You make decisions faster. You stop second-guessing yourself.

You finally get to focus on building your business instead of constantly worrying about the financial foundation underneath it.

That's what real expertise and professionalism looks like.

Book a Tax & Accounting Analysis:
https://www.performancefinancialllc.com/contact

Want to know what makes construction accountants cringe?Watching contractors make massive financial decisions without un...
02/18/2026

Want to know what makes construction accountants cringe?

Watching contractors make massive financial decisions without understanding the tax consequences:

Buying real estate thinking it's an immediate tax write-off (it's not—it's a long-term play)
Bringing on a partner because "Tom and I have been buddies forever" (without any legal or financial due diligence)
Purchasing expensive equipment at the wrong time of year
Structuring entities incorrectly from day one
Making large purchases without understanding depreciation strategies

These aren't small mistakes. These are $10,000-$50,000+ errors that can't be undone.

The problem? Most contractors are so focused on "How do I pay less in taxes?" that they never ask "How do I mitigate risk?"

Audit risk. Business risk. Partnership risk. Entity structure risk.

They pile money into a new property expecting immediate deductions, then can't pay their tax bill because all their cash is tied up in something they can't access quickly.

Here's the truth: Every major business decision has tax implications. Every single one.

But most contractors don't find out what those implications are until it's too late to do anything about it.

Before you buy that property, bring on that partner, or make that major purchase—book a Tax Reduction Analysis with Performance Financial. Let's make sure you're structuring decisions correctly from the start, not cleaning up expensive mistakes later.

https://www.performancefinancialllc.com/contact

Ever feel like you're bothering your accountant when you ask questions?Most small business owners do.You email your CPA ...
02/13/2026

Ever feel like you're bothering your accountant when you ask questions?

Most small business owners do.

You email your CPA about a financial question and... crickets. You call and get sent to voicemail. You need help and suddenly nobody's available.

That's not how it should work.

One of our clients just said: "The team at Performance Financial is always willing to dive in and help! It has been a breath of fresh air to work with them."
A breath of fresh air.

Think about that. Working with your accounting team shouldn't feel like pulling teeth. It should feel like having a partner who WANTS to help you succeed.

When you have a question about your finances, you shouldn't wonder if your accountant will ghost you.

When you need clarity on a decision, you shouldn't feel like you're imposing.
When you're building something important, you deserve a team that's EXCITED to dive in and help you figure it out.

That's what separates real accounting partners from tax-season-only CPAs.

Book a Tax & Accounting Analysis:
https://www.performancefinancialllc.com/contact

We see this pattern every single year:A contractor sets up QuickBooks, feels pretty good about handling their own books....
02/11/2026

We see this pattern every single year:
A contractor sets up QuickBooks, feels pretty good about handling their own books. Then they hit a hiccup—maybe it's a retention payment, or WIP schedules, or figuring out how to track that equipment purchase across multiple jobs.

So they stop. "I'll figure it out later."

Fast forward to January, and now they're scrambling. Last year's books are a mess. Their tax preparer is doing expensive cleanup instead of strategic planning. And they've gone 12+ months without any real insight into which jobs made money and which ones didn't.

Here's what DIY bookkeeping actually costs you:

Tax planning opportunities you'll never get back

Financial visibility when you need it most (during the year, not after)
Thousands in overpaid taxes because you had no strategy
The ability to make informed decisions about pricing, hiring, and growth

The kicker? Most contractors have a spouse or family member "handling" the books who lacks construction-specific expertise. They're trying their best, but they don't understand job costing, retention billing, or work-in-progress schedules.

By the time you realize the problem, you've already lost an entire year of financial clarity.

Stop DIY-ing your way into tax problems. Book a Tax Reduction Analysis with Performance Financial and find out what your current approach is actually costing you.
https://www.performancefinancialllc.com/contact

02/09/2026

You think you know which jobs are profitable. But without proper job costing, you're flying blind.

Drake at Performance Financial fixes this with construction-specific systems that answer the questions most contractors can't:
Job Costing That Actually Works
Every expense flows to the right job automatically. No more duplicate spreadsheets. No more guessing. You see exactly which projects make money and which ones bleed cash—before you bid another loser.

The Evolutionary Wheel
You bid → see actual costs → improve bidding → win better work → repeat. Contractors increase bid accuracy by 15-25% and improve gross margins by 5-8 percentage points through this constant improvement loop.

Cash Flow Forecasting
Stop getting blindsided by retention holdbacks and payment timing. Drake shows you exactly when money's coming in and going out so you can plan instead of panic.

"Sleep at Night" Bidding Confidence
Drake's promise: "When you lose a job, you'll sleep at night knowing you couldn't do it profitably for what someone else bid. Your numbers don't lie—somebody else is losing money, not you."

The Results:
✓ Identify which project types deliver 30% higher profitability
✓ Stop chasing volume, start chasing profitable sales
✓ Catch underperforming managers costing you thousands
✓ Build a business that scales, not one that keeps you broke and busy

This isn't generic accounting. It's construction-specific systems that tell you which jobs to chase, which clients to fire, and where you're actually making money.

Book a Tax Reduction Analysis with Performance Financial. Let Drake show you which jobs are profitable, which aren't, and how to fix your bidding strategy.

https://www.performancefinancialllc.com/contact

Running multiple small businesses means your accounting gets messy FAST.When you're juggling multiple tax returns, month...
02/06/2026

Running multiple small businesses means your accounting gets messy FAST.
When you're juggling multiple tax returns, monthly books, and trying to plan ahead? That's when most business owners realize their CPA is just checking compliance boxes instead of helping them grow.

This client was drowning in the chaos of managing accounting for multiple entities until they partnered with Performance Financial.

Now they get:
✅ Timely, accurate returns for ALL their businesses
✅ Year-round tax planning (not just April scrambling)
✅ Monthly bookkeeping that actually makes sense
✅ A team that delivers real value, not just invoices

Their words: "Drake and the team at Performance Financial are an invaluable partner for our small businesses!"

That's what happens when you stop settling for generic accounting and partner with specialists who understand your business complexity.

Is your CPA giving you this level of service? Or are they just filing forms and sending bills?

Book a Tax & Accounting Analysis:
https://www.performancefinancialllc.com/contact

Every contractor thinks the same thing: "If I just land more jobs, everything will be fine."But here's what we see const...
02/04/2026

Every contractor thinks the same thing: "If I just land more jobs, everything will be fine."

But here's what we see constantly: Contractors grinding 60-hour weeks, winning bid after bid, growing their sales numbers... and still scrambling to make payroll.
The problem isn't lack of sales. It's lack of profitability on each sale.

If you're not making money on the jobs you're already doing, doing MORE of them just means working harder to stay broke. Sales are the sexy numbers to talk about, but profitability is what actually pays your bills.

The real questions you should be asking:

Which jobs are actually making us money?
What's our true cost structure on each project?
Are we pricing for profit or just to win the bid?

You can't answer these questions with a shoebox full of receipts and generic QuickBooks reports. You need construction-specific job costing that shows you the truth about every project you touch.

Stop chasing more sales. Start chasing profitable sales.

Book your Tax Reduction Analysis at Performance Financial and find out which of your jobs are actually making you money—before you bid on another project that bleeds cash.
https://www.performancefinancialllc.com/contact

02/02/2026

Most accountants show up once a year, file your taxes, and send you a bill.
Drake does the opposite.

He works with businesses year-round, implementing strategies that save serious money:

S-Corp Optimization – Maximizing salary vs. distribution to save $5K-$15K+ in self-employment taxes
Strategic Equipment Purchases – Timing purchases and leveraging bonus depreciation to eliminate tax bills
Year-Round Strategic Planning – Bringing you ideas every month, not scrambling at year-end

The difference? Most accountants are historians. Drake is a strategist.

Business owners who switch typically save $10,000-$50,000+ annually through aggressive tax planning and construction-specific accounting systems that actually work.

The question isn't whether you can afford Performance Financial. It's whether you can afford to keep overpaying by tens of thousands every year.

Book your Tax Reduction Analysis with Performance Financial. Drake will analyze your returns and show you exactly where you're leaving money on the table.

https://www.performancefinancialllc.com/contact

Address

2907 Merle Hay Road
Des Moines, IA
50310

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm

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