Services
Construction and Professional Services Accounting, Scoped to What Your Business Needs.
Construction and Professional Services Accounting, Scoped to What Your Business Needs.
From clean monthly bookkeeping to full accounting infrastructure, here's the complete breakdown.
01
Construction & Professional Services Bookkeeping
Construction & Professional Services Bookkeeping
Clean books. No surprises at year-end.
Bank, credit card, and loan reconciliations
Transaction categorization and classification
A/P and A/R tracking
Payroll journal entry posting
Best for
Contractors and professional services firms who need accurate, current books but aren't yet ready for full job costing and WIP management.
Contractors and professional services firms who need accurate, current books but aren't yet ready for full job costing and WIP management.
Bank, credit card, and loan reconciliations
Transaction categorization and classification
A/P and A/R tracking
Payroll journal entry posting
Accrual-based adjustments (prepaid, deferred revenue, accruals)
Job costing, class/location tracking
Fixed asset tracking and depreciation
Monthly close checklist and process improvement
P&L and balance sheet review
Internal control design and monitoring
Audit preparation support
Quarterly CPA coordination
02
Job Costing & WIP Accounting for Contractors & Professional Services Firms
Job Costing & WIP Accounting for Contractors & Professional Services Firms
The financial foundation most construction and professional services companies have never actually had.
Best for
Contractors and professional services firms who need accurate job-level profitability and books that hold up to a lender, bonding company, or auditor.
Contractors and professional services firms who need accurate job-level profitability and books that hold up to a lender, bonding company, or auditor.
Accrual-based adjustments (prepaid, deferred revenue, accruals)
Job costing, class/location tracking
Fixed asset tracking and depreciation
Monthly close checklist and process improvement
P&L and balance sheet review
Internal control design and monitoring
Audit preparation support
Quarterly CPA coordination
03
Construction & Professional Services FP&A: Budgeting, Forecasting & Cash Flow
Construction & Professional Services FP&A: Budgeting, Forecasting & Cash Flow
Know where the business is headed, not just where it's been.
Annual budgeting and reforecasting
Rolling 13-week cash flow forecasting
Department-level and consolidated reporting
Budget vs. actual variance analysis with commentary
KPI dashboards and trend reporting
Break-even and unit economics modeling
Scenario and sensitivity modeling
Best for
Contractors and professional services firms who have their accounting under control and are ready for forward-looking planning.
Contractors and professional services firms who have their accounting under control and are ready for forward-looking planning.
Annual budgeting and reforecasting
Rolling 13-week cash flow forecasting
Department-level and consolidated reporting
Budget vs. actual variance analysis with commentary
KPI dashboards and trend reporting
Break-even and unit economics modeling
Scenario and sensitivity modeling
04
Construction & Professional Services ERP & Finance Operations Support
Construction & Professional Services ERP & Finance Operations Support
Fix the system. Hand it back running.
ERP implementation support and vendor coordination
SOP development for A/P, purchasing, or billing
Project-based finance and revenue recognition cleanup
Interim finance team leadership
Process automation and data migration
KPI framework rollout
One-off "fix and hand off" improvements
Best for
Contractors and professional services firms bringing on new systems or needing a specific process fixed and handed off
Contractors and professional services firms bringing on new systems or needing a specific process fixed and handed off
ERP implementation support and vendor coordination
SOP development for A/P, purchasing, or billing
Project-based finance and revenue recognition cleanup
Interim finance team leadership
Process automation and data migration
KPI framework rollout
One-off "fix and hand off" improvements
05
Fractional CFO for Construction & Professional Services Companies
Fractional CFO for Construction & Professional Services Companies
For businesses ready for strategic financial leadership.
Cash runway and capital strategy
Debt/equity financing support
M&A or exit planning and due diligence readiness
Strategic pricing and margin strategy
Board and investor reporting
Leadership team participation
Best for
Contractors and professional services firms who need a financial partner at the leadership table, not just accurate books.
Contractors and professional services firms who need a financial partner at the leadership table, not just accurate books.
Cash runway and capital strategy
Debt/equity financing support
M&A or exit planning and due diligence readiness
Strategic pricing and margin strategy
Board and investor reporting
Leadership team participation
Faq
Scoping and pricing
Scoping and pricing
Is this bookkeeping or accounting?
Is this bookkeeping or accounting?
Do you do taxes?
Do you do taxes?
How is pricing structured?
How is pricing structured?
How do we get started?
How do we get started?
Let's Talk About Your Business
Not sure which service tier fits? Let's talk it through.
Not sure which service tier fits? Let's talk it through.
Tell us where your books stand today, and we'll scope the right layer: bookkeeping, job costing and WIP, FP&A, or CFO-level support.
Tell us where your books stand today, and we'll scope the right layer: bookkeeping, job costing and WIP, FP&A, or CFO-level support.
