Professional Bookkeeping Built for the Construction Trade
Leveraging 14 years of industry experience to keep your contractor business financially secure and ready for tax season.
Bookkeeping Clean-Ups & Catch-Ups
Behind on your tracking or dealing with a messy ledger? We roll up our sleeves and get your books entirely up to date, giving you a clean slate.
- Diagnostic Review: Evaluating your existing entries to find omissions, duplicates, or miscategorized items.
- Historical Data Entry: Sorting, organizing, and entering backlogged receipts, invoices, and bank statements.
- Account Reconciliation: Matching past bank and credit card statements perfectly to your software records.
- System Correction: Repairing chart of accounts errors so your baseline financial structure is accurate going forward.
Ongoing Monthly Bookkeeping
We manage your day-to-day transaction records so you always know exactly where your business stands, without spending your evenings behind a computer screen.
- Expense & Income Tracking: Categorizing everyday purchases, material costs, vendor invoices, and client payments.
- Construction Job Costing: Assigning material expenses, subcontractor bills, and specific costs directly to individual projects so you see your true profit margins.
- Receipt Management: Organizing digital copies of your receipts so you have solid proof for every single deduction.
- Monthly Reconciliations and Financial Reporting: Verifying that your real-world bank and credit card accounts match your digital records every single month. Providing clear, straightforward summaries of your cash flow, profit and loss, and balance sheets.
Tax Season Preparation
We take the dread out of tax season. We don’t file your taxes, but we deliver an airtight financial file that your CPA will love.
- Year-End Closing: Finalizing your December records and ensuring all twelve months are completely reconciled.
- CPA-Ready Packages: Assembling clean, structured financial statements and ledger histories into a seamless file for your tax professional.
- Deduction Maximization: Ensuring common contractor write-offs (like fuel, tools, and materials) are categorized properly to lower your tax liability.
- Direct Collaboration: Answering any structural bookkeeping questions your tax preparer has during filing to save you from playing middleman.
Get a Customized Bookkeeping Plan for Your Trade
Because every construction trade has different needs, our monthly bookkeeping services are tailored entirely to your volume and goals. Essential monthly tracking and reporting packages for solo builders start at $300/month. Contact me for a free evaluation of your books.