You know what the year made. You don't know which jobs made it.
Outsourced accounting, job costing, and tax for remodelers, roofers, HVAC, plumbing, and electrical. Books closed monthly, gross profit by job, flat fee.
The books that file your return cannot price your next job.
Most contractor books have one income account, one for materials, and payroll in a lump. That files a return and answers nothing else.
A net number for the year. Every job averaged into one line, so the winners and the disasters cancel out.
Material, labor, and sub cost tagged to the job. Gross profit per job, per crew, per salesperson. Estimate against actual.
Reprice the work that keeps missing. Stop bidding what never pays. Find out whether your best crew really is.
Every trade collects its money a different way.
Long jobs, deposits, change orders, and revenue crossing a year end.
RoofingInsurance work, storm-season cash swings, and margin per square.
HVACInstall against service, maintenance agreements, truck stock, callbacks.
Plumbing & electricalService beside new construction, flat-rate pricing, permits, apprentice burden.
Windows and doors, decks, flooring, painting, concrete, and landscape are all welcome. These four just have the most to explain.
What each package includes
Priced on scope, not hours. Thirty minutes to scope it, then a fixed price in writing.
- Bookkeeping & reconciliations
- Cost coded to the job as it comes in
- Books closed monthly on a set calendar
- AP, AR, payroll & sales tax
- Monthly statements plus profit by job
- W-9s, COIs, and 1099s tracked
- Email answered same day
- Everything in Job Cost
- Business return, all entities
- Owners' personal returns
- Quarterly planning & estimates
- Quarterly call with your CPA
- Equipment timing before you buy
- Entity & owner comp strategy
- Everything in Job Cost + Tax
- Monthly review meeting
- WIP schedule & revenue recognition
- Backlog & cash forecast
- Margin by trade, crew, or salesperson
- Lender & bonding packages
Scoped on job volume, crew size, entity count, and the state of the books. Tax-only packages are on the main pricing page.
The things contractors ask me first.
- Do I have to leave QuickBooks?
- No. I fix it inside QuickBooks. Buildertrend, JobTread, ServiceTitan, Housecall Pro, Jobber, and Knowify are all fine.
- Can you tell me if my subs should be employees?
- Yes, checked against how your crews work rather than the paperwork. I also track W-9s and certificates, because a sub without a current one gets swept into your payroll at the comp audit.
- What is a WIP schedule and do I need one?
- It recognizes revenue and cost in proportion to how complete a job is. Jobs finishing inside a month, no. Jobs crossing a year end, yes.
See what it would cost you.
Thirty minutes, a real price in writing, an honest answer on fit. Or send last year's return and I will review it free.