Subcontractor records
Track W-9s, insurance certificate expiration, license status and lien waiver status within the agreed scope.
Subcontractor compliance
Keep the paperwork moving with the work.
Organize the records that your contracts and reporting requirements call for, from subcontractor documents to certified payroll and billing support.
ComplianceThe document register
- W-9 & vendor record
- On file
- Insurance certificate
- Review dates
- Lien waiver
- Track status
- Required payroll
- Prepare records
Illustrative structure. Your scope is agreed together.
Know what is still outstanding
Give every request an owner.
A document request should not become a last-minute scramble.
Define which records need to be collected, when they need attention and who follows up. Match the work to the actual requirements of your projects.
What the work includes
Make the responsibility clear.
Payroll & filing requirements
Support applicable payroll filings, 1099 tracking and filing, and certified payroll where the work requires it.
Contract administration
Maintain agreed billing and retainage records, schedules of values and change order logs.
An important part of the scope
Required support is scoped to the job.
Not every contractor needs every compliance service. Public work, the GC, the insurer and other requirements determine which records and processes belong in your engagement.
Collecting records and tracking status supports the process. Any legal or coverage interpretation stays with the appropriate professional.
The handoff
Know what comes
from each side.
Agree on the inputs and responsibilities so the recurring work has a practical rhythm.
- 01
We agree
The required documents, recurring dates and responsible people.
- 02
You provide
Project details, approvals and access to the source records.
- 03
We track
Status, missing items and the follow-up included in the scope.
One catalog. Your scope.
Build around what
your business needs.
Start with the record underneath the work. Add the required support and the elective services that fit.
- 01
Core
The foundation
Bookkeeping and reconciliation, bill entry and coding, invoicing and aging. Job costing is optional and metered.
- 02
Compliance
Built to code
The services required by your contracts, government, surety, insurer or lender. Only the items that apply to your business.
- 03
Growth
The finish out
Elective budgets, forecasts, capacity models and scenarios that support your next decisions.
- 04
Add-ons
Bolted on
Tax planning implementation, payroll processing, bill pay and collections follow-up are scoped separately.
Before either side commits
Start with your
actual books.
The free Financial Risk Assessment is required before we agree to work together. We review the risks and opportunities, then define the services your business needs. You keep the findings and the plan whether or not you go further.