1 Monthly Accounting for Contractors
Bookkeeping, bank reconciliation, AP/AR management, job cost coding, monthly close, and financial reporting — all structured specifically for how contractors operate. No more retail-style chart of accounts. No more guessing where you stand at the end of the month.
2 Job Cost Setup & Tracking
We build your chart of accounts, cost codes, and financial structure from the ground up — tailored to your trade and ready for WIP reporting. If your current setup doesn’t give you job-level visibility, we’ll fix that.
3 WIP Schedule Preparation
Percentage-of-completion reporting that your bonding company, bank, and surety actually want to see. We prepare WIP schedules regularly — not just once a year at tax time — so you always know where your jobs stand.
4 Contractor Payroll Support
Certified payroll, prevailing wage compliance, union reporting, and payroll tax management. We handle the complexity so your crews get paid right and your compliance stays airtight.
5 Financial Cleanup & Catch-Up
Years behind on your books? We dig contractors out of backlogs all the time. We’ll get you caught up, cleaned up, and set up on a system that keeps you current going forward. No judgment — just results.
6 Bonding-Ready Financial Packages
Financial statements structured specifically for surety review and bond line increases. When the opportunity to bid a bigger job comes along, your numbers will already be in shape.
7 Tax Preparation & Planning
Year-end close, tax-ready deliverables, and proactive tax strategy built around how contractors actually operate. We also work seamlessly alongside your existing CPA if you prefer to keep that relationship.
8 CFO Advisory for Contractors
Cash flow forecasting, job profitability analysis, equipment purchase decisions, overhead allocation, and growth planning. We help you see where you’re going — so you can make decisions with confidence, not gut feeling.