Construction & Skilled Trades

Know Which Jobs Make MoneyBefore the Cash Is Gone

Job costing, WIP reporting, cash-flow forecasting, controller support, and tax strategy for contractors who need more than finished books.

Tell Us About Your Business

Industry Challenges

Project Businesses Run on Different Numbers

A profitable income statement does not guarantee enough cash for payroll and materials. The accounting system has to connect jobs, billings, collections, overhead, and the monthly close.

Job-Level Margin

See estimated cost, committed cost, actual cost, billing, and margin by job before the project is over.

WIP and Monthly Close

Keep revenue recognition, overbillings, underbillings, retainage, and the general ledger tied together.

Retainage and Change Orders

Retainage, approved change orders, and unapproved work distort margin and collections when they live outside the accounting system.

Cash-Flow Visibility

Forecast payroll, materials, debt, tax, and collections across the timing gaps created by project work.

Management Decisions

Use backlog, crew, service-line, and customer information to decide where to price, hire, or pull back.

Job Level

Cost Visibility

Our Approach

A Finance Function Built Around the Job

Primary Service

Outsourced Controller & CFO Services

Controller services give general contractors, specialty contractors, home-service operators, and skilled trades a financial operator without a full-time hire:

Job costing that ties estimates, commitments, actual cost, and change orders to projected final margin
WIP schedules with percent complete, overbillings, underbillings, and retainage reconciled to the ledger
A monthly close with a defined deadline and a named owner
A rolling cash forecast tied to collections, payroll, materials, and project timing
Management reporting for backlog, margin, overhead, and crew capacity
Bonding and lender packages built from the same underlying numbers

Tax Strategy

Tax Strategy for Contractors

With dependable job and cash data in place, equipment, entity, and timing decisions get made on purpose:

Tax method selection for long-term contracts, including the small contractor exception
Equipment purchases timed against Section 179 and bonus depreciation
Entity structure and owner compensation planning
Multi-state nexus and withholding for work performed outside the home state
Estimated tax planning around uneven project cash flow
Energy incentive eligibility reviewed against current law before anything is claimed

Contractor Finance Guides

Construction job costing

Connect estimates, commitments, actual cost, labor, change orders, and projected final margin.

How to review a WIP schedule

Read percent complete, earned revenue, billing position, margin fade, and reconciliation together.

Bonding and lender reporting

Build a consistent package across financial statements, WIP, backlog, cash, and supporting schedules.

Contractor cash-flow forecasting

Forecast collections, payroll, materials, subcontractors, tax, retainage, and equipment by week.

FAQ

Common Questions

The best fit is an established contractor or skilled-trades company that has outgrown basic bookkeeping and needs reliable monthly reporting, job costing, cash planning, or controller oversight.

Yes. We can provide review and controller oversight, or take responsibility for the full accounting function when that is the cleaner answer.

WIP reporting is part of the controller-level work when percentage-of-completion reporting is appropriate. We first make sure job-cost and billing data are dependable.

Yes. Accounting and tax strategy can be coordinated so equipment, entity, compensation, multi-state, and estimated-tax decisions are made with current financial information.

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Tell Us About the Financial Problem

We will review the details first and reach out if the next step is better bookkeeping, controller support, CFO planning, tax strategy, or something else.

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