Bookkeeping Work

Bookkeeping Services

for Contractors in the Construction Trades

Monthly Bookkeeping Services

If you're having tax time anxiety because you aren't keeping up with sales and expenses all year, you need this. If your receipts are stuffed away somewhere, you need this. If you run a company, period, you need this.

We have a core bookkeeping pricing structure with several add-ons available. 

Bookkeeping Services
CORE BOOKKEEPING INCLUDES:
  • Weekly categorization of bank transactions

  • Monthly reconciliation of bank, credit card, and loan accounts

  • Adding new customers and vendors as needed

  • Monthly management reports

  • Quarterly video conference meeting (up to 1 hour)

  • Troubleshooting & support

  • Access to client portal mobile app

CORE BOOKKEEPING
SMALL
$300/month
  • up to 60 monthly transactions

  • up to 2 bank/credit card accounts

  • up to 1 loan account

CORE BOOKKEEPING
MEDIUM
$500/month
  • up to 100 monthly transactions

  • up to 3 bank/credit card accounts

  • up to 2 loan accounts

CORE BOOKKEEPING
LARGE
$700/month
  • up to 150 monthly transactions

  • up to 3 bank/credit card accounts

  • up to 2 loan accounts

FIXED PRICE ADD-ONS
  • Additional bank/cc/loan accounts: $20 ea/mo

  • QuickBooks Online set up: $150

  • Edit Chart of Accounts: $150

  • 30 minute Zoom meeting: $60

  • Collect W-9's/File 1099's: $15 ea/year

  • Collect COI's: $100/year (up to 10)

VARIABLE PRICE ADD-ONS
  • Set up products/services in QuickBooks Online

  • Fixed asset and depreciation entries

  • Document/receipt management

  • Sales tax reports and filing

  • Workers comp payroll reports

  • Set up and assistance with integrated payroll

  • Payroll entries for non-integrated payroll

  • Job costing

  • Project management software integration

  • Budgeting

CUSTOM PRICING

The above pricing is a starting point. If your needs are a little more complex, we are able to provide a proposal with a couple of different options for you within 3 business days of our discovery call. 

Bookkeeping Clean Up

This is often what happens when a business owner has tried to care for their QuickBooks file themselves, or, unfortunately, hired an accountant whose skillset didn't exactly include bookkeeping. 

There are two parts to the clean up, as follows.

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DIAGNOSTIC REVIEW:
$250-500

The diagnostic review is phase one, where we investigate where things went wrong, how they went wrong, and how to fix them. ​

We will review your accounts, financial statements, and relevant documents to figure out what adjustments are needed. This will allow us to build a proposal for the clean up. 

QUICKBOOKS CLEAN UP:
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CUSTOM PRICING

This is the phase where we get things sorted out, and it includes:

  • Historical categorization of bank transactions

  • Historical reconciliation of balance sheet accounts

  • Editing your Chart of Accounts

  • Adding missing accounts

  • Review of your products/services mapping

  • Match books to last filed tax return or recommendation to amend

  • Weekly 1 hour zoom meeting as needed

  • Access to client portal mobile app

Project Management Software Assistance

If you're still keeping track of everything on paper (or in your mind) you may be surprised at how much a project management software can streamline your estimating, elevate your client and vendor communication, manage your schedule, and give you insights into project profitability.

We STRONGLY recommend using a project management software along with QuickBooks Online. QuickBooks Online is great as a general ledger and your source of information for filing taxes, but it is much better to handle job budgets and job costing with an integrated project management software.

SET UP AND ASSISTANCE
Project Management Software
CUSTOM PRICING

Project management software can seem overwhelming if you have to set it up yourself and figure out how to use it. That's where we come in. We can help with:

  • choosing a Project Management Software

  • setting up customers, projects, catalogs, and target margins

  • syncing to QuickBooks Online

  • video training on how to set up budgets, build estimates, and overall use of the software

SOME OF OUR FAVORITE SOFTWARE
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Best for residential trades

Contractor Foreman

 

Best for commercial trades

Tax Services

We have strategic partners that we work with to help accomplish any tax services you need, whether that is tax prep and filing, tax planning, or tax resolution. Since we work closely with them, we can readily provide any needed information to get your tax needs taken care of. Prices vary but are on par with industry standards.

Let's Chat

If you'd like to see if our services are a good match for you and your business, feel free to book a free 30 minute discovery call.