Job cost that ties
To the general ledger, without a reconciliation exercise.
For CPA Firms
A clearer handoff from the monthly books.
Refer construction clients who need ongoing bookkeeping and contract reporting. Your firm defines its professional requirements, and we agree on the records and responsibilities with the client.
Partner handoffA clear working relationship
- General ledger
- 01
- Supporting schedules
- 02
- Open questions
- 03
Illustrative structure. Your scope is agreed together.
The responsibilities stay clear
No referral fees in either directionNo revenue sharingScope agreed with the client
What we build to
Built for the engagement we know is coming
We build to what an attest engagement actually needs, because we know it is coming.
WIP that supports percent complete
With estimates at completion updated monthly and documented, not reconstructed at year end.
Subcontractor documentation that exists before it's requested
W-9s, executed agreements, certificates with coverage mapped against service dates.
Retainage aged by contract
Receivable and payable, stated separately.
Payroll coded to classification at the time entry level
Which also happens to be what a premium audit requires.
Shorter fieldwork, fewer adjustments, fewer client emails asking for schedules that were never built.
Where the line is
What we don't do
We do not perform audits, reviews, or compilations. We don't want to and we're not building toward it. Attest work is your engagement and we have no interest in it.
We also don't compete for the return. Where the client wants us to handle tax, we say so up front, and where you're already doing it we work to your requirements.
Who this fits
The client profile
Commercial contractors, $3M to $10M, typically bonded or working toward it. If that's below your sweet spot, these are the clients who need monthly accounting most and are hardest for you to serve profitably.
A clear working relationship
No referral fees
Neither direction. No revenue share, no finder's arrangements, nothing that would require disclosure to your client, your firm, or your state board.
Our client rewards program is for contractors referring contractors and does not extend to professional partners.
Make the introduction
Tell us where
the client needs help.
An introduction starts a conversation. The free Financial Risk Assessment is required before either side commits, and the contractor keeps the findings and the plan.