Job-level margin
See estimated cost, committed cost, actual cost, billing, and margin by job before the project is over.
All industries
Construction and skilled trades
Know which jobs make money before the cash is gone
Job costing, WIP reporting, cash-flow forecasting, controller support, and tax strategy for contractors who need more than finished books.
Operational accounting
Reporting that follows the way project businesses work
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.
WIP and monthly close
Keep revenue recognition, overbillings, underbillings, retainage, and the general ledger tied together.
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.
What we help build
- A monthly close with a defined deadline and owner
- Job-cost categories that match how estimators and operators think
- WIP, retainage, overbilling, and underbilling reconciliation
- A rolling cash forecast tied to collections and project timing
- Management reporting for backlog, margin, overhead, and capacity
- Tax planning coordinated with equipment, entity, and compensation decisions
Who this is built for
General contractors, specialty contractors, home-service operators, and skilled trades with multiple jobs, crews, or service lines.
Common starting points
- Growth has exposed weak job costing.
- The bank or bonding partner needs better statements.
- Cash surprises keep appearing despite reported profit.
- The owner needs a financial operator without a full-time hire.
Construction accounting questions
What size construction company is a good fit?
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.
Can you work with our existing bookkeeper?
Yes. We can provide review and controller oversight, or take responsibility for the full accounting function when that is the cleaner answer.
Do you prepare WIP schedules?
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.
Do you also handle tax planning?
Yes. Accounting and tax strategy can be coordinated so equipment, entity, compensation, multi-state, and estimated-tax decisions are made with current financial information.
Bring one financial problem to a 15-minute call
We will tell you whether the next step is better bookkeeping, controller support, CFO planning, tax strategy, or something else.
Choose a time