Financial support for the way construction trades work.
For businesses doing over $3M a year, support starts with the books and connects to job profit, cash, and payroll. Pricing depends on the business. Contact us to discuss a plan.
Monthly financial review
Understand the books before making the next business decision. We bring reconciled records and clear reports to a monthly meeting.
What is included
- Reconciliation of bank and credit card accounts
- Profit and loss, balance sheet, and financial reports
- A monthly meeting to go through the reports and questions
Who it fits
Owners who have transactions recorded but need a regular close and a clear explanation of the numbers.
What the first weeks look like
We review how the books are maintained, check balances, and agree on the records needed for a reliable monthly close.
Profit by job
See which jobs earn their keep while work is still underway. Compare recorded costs and income with what you expected.
What is included
- Review of job income and direct costs
- Comparison with job estimates where available
- Discussion of cost changes and gaps in job records
Who it fits
Contractors who can see total sales but need to understand how individual jobs contribute to profit.
What the first weeks look like
We look at your job list, estimates, and cost coding. Together we identify missing information and decide how to keep job reporting useful.
Cash flow planning
Look ahead at receipts and payments so payroll and material costs are part of the same plan.
What is included
- A cash forecast based on expected receipts and payments
- Planning around payroll, materials, and other commitments
- Review of timing assumptions and potential cash gaps
Who it fits
Businesses whose cash timing varies across jobs, customer payments, and supplier bills.
What the first weeks look like
We review bank balances, open invoices, upcoming bills, and payroll timing. We use that starting point to build a forecast and discuss its assumptions.
Cleanup and catch-up
Bring books that are behind or unreliable to a starting point you can use for decisions.
What is included
- Review of missing periods and unresolved balances
- Catch-up entries and account reconciliation within the agreed scope
- Identification of missing documents and questions to resolve
Who it fits
Owners who are months behind, have unexplained balances, or cannot rely on their current reports.
What the first weeks look like
We assess the condition of the records, agree on the cleanup work, and request supporting documents. The sequence depends on what needs attention.
QuickBooks Online setup and cleanup
Set up QuickBooks Online so transactions support the reports you need to run the business.
What is included
- Review or setup of accounts and reporting structure
- Review of bank connections and transaction categories
- Job tracking setup or adjustments where appropriate
Who it fits
Construction trades starting in QuickBooks Online or working with a file that produces confusing reports.
What the first weeks look like
We review your current setup and reporting needs, check opening balances, and agree on changes before putting them in place.
Payroll support and review
Connect payroll records with the books and the cash plan. Review the information behind your labor costs.
What is included
- Review of payroll entries and related account balances
- Support with payroll records and questions within the agreed scope
- Review of payroll timing and labor cost allocation
Who it fits
Owners who need help understanding payroll in the financial reports or keeping payroll records aligned with the books.
What the first weeks look like
We review your payroll process, reports, and accounting entries. We clarify responsibilities and identify issues that need follow-up.
Start with your cash and job questions.
Tell us where you need a clearer picture. The free review is a conversation with no obligation to continue.
Book a free review