INDUSTRIES ·
CONSTRUCTION AND CONTRACTORS
DEDICATED DEPARTMENT
Construction and contractors
Profit is made and lost per job, not per month, and most contractors find out which way it went long after they could have done anything about it.
WHO THIS IS FOR
Certified payroll supported
Job costing and project-level P&L · WIP and retainage both ways · Progress and AIA billing
Book a free 30-min callWhat we already know about books like yours
Retention held both ways, sometimes for two years
A job that invoices ahead of the work, or behind it
Materials bought for one site and used on another
A loan draw that has to reconcile to costs incurred
What that means we do
Every month
- Job costing and project-level P&L as the work progresses
- WIP on partially complete jobs, and retainage tracked both ways
- Progress and AIA billing, with lien waivers tracked to payments
- Monthly construction loan draw reconciliation
The tools we work in
- QuickBooks
- Class and location tracking
- Certified payroll
WHAT IT COSTS
Your sector changes the work, not the price list.
The same three levels, priced off your transaction volume. Sector complexity shows up in which level you need, not in a surcharge for being in it.
See the full pricing and estimate yoursLEVEL 1 · BooksFrom $410 a month. Bookkeeping and monthly reporting
LEVEL 2 · Finance DepartmentFrom $730 a month. Bookkeeping plus the whole day-to-day operation
LEVEL 3 · Finance Department and CFOFrom $990 a month. The whole operation plus strategic advice
FROM THE LIBRARY
What we have published on it.
Work we have done in this sector, and writing on the problems it runs into.
Everything we have writtenTHE OTHER FIVE
Not quite your sector?
The playbook is built and tested in six. If none of them is you, the accounting fundamentals still do not change — say so on the call and we will tell you straight whether we have done it before.
SECTOREducation and EdTechOnline schools, courses, tutoring — Subscription and cohort revenue · Multi-entity, multi-currency · Investor and board reportingSECTORIT and softwareSaaS, software firms, IT services — Recurring revenue and deferred income · Contractor payments across borders · Multi-currency reconciliationSECTORE-commerce and DTCAmazon, Shopify, multi-channel — Settlements broken into fee components · Stock valued, counted and forecast · True unit margin after fees and adsSECTORServices and agenciesAgencies, consultancies, professional firms — Client and project-level profitability · Invoicing, retainers and collections · Cash flow forecastingSECTORHospitality and retailMulti-site operators — Multi-location and segment P&L · Daily takings reconciled to deposits · Payroll across sites
All six sectors