What it actually takes to fix construction books.
Most contractors do not need one service. They need someone to figure out what went wrong, correct it properly, and then stay on it so it does not happen again.
This is not a menu. It is our process, and every set of books goes through all three steps in this order. We do not skip the diagnostic because someone is in a hurry, and we do not take on monthly work for books we haven’t review yet.
Nothing lands on your books unreviewed.
Every month, the work goes through three passes. It gets entered and reconciled. It gets reviewed against the jobs. Then it gets a controller-level look — deposits, progress billing, prepaid costs, and
anything that does not sit right.
Most books get one pass. That is why problems sit for a year before anyone notices
The Diagnostic
We find out what is actually going on.
Before anyone changes anything, we go through your books the way an inspector goes through a building. Not to tell you it is bad—to find where it broke and why.
This is not a general small-business review. It is built for how construction runs.
We look at:
How jobs are set up and whether costs are landing on the right one
Purchase orders—whether they exist, whether they are used. and whether they tie to bills and jobs
Your projects software, if you use one, and whether what is in it matches what is in the books
Deposits and payments applied to the wrong place or the wrong month
Progress billing that does not tie back to what the job cost
Balances that do not make sense—negative payables, receivables already paid
Reconciliations that never closed, or closed by force
Whether subs, 1099s, and retainage are tracked at all
The result: a written report of what is wrong, how it got that way, and what it will take to fix—plus a call to walk you through it in plain language. Contact us to set one up.
The Cleanup
We rebuild the history while your jobs keep running
Fixing construction books is not data entry. it is rebuilding the history so the numbers mean something.
Rebuilding the past:
Reworking the chart of accounts around how you actually run jobs
Rebuilding job costs so each job shows what it truly made
Putting deposits and prepaid costs in the right period
Tying billing to cost so progress billing holds up
Cleaning up payables, receivables, and misapplied payments
Closing out reconciliations that were never finished
Your jobs do not stop while we do that. New bills come in, draws go out, change orders show up on Friday afternoon. So we handle the current work at the same time:
Current transactions coded correctly from the first day we start
Open jobs tracked properly while their history is still being rebuilt
New bills, deposits, draws, and change orders handled, as they come in
Subs and 1099s kept current instead of reconstructed at the year end
That is the part most cleanup work misses. Rebuild the past without holding the present up. That is how contractors end up cleaning up twice.
The result: the damage stops on day one. The history gets rebuilt simultaneously, while the front end stays clean and the two meet in the middle. Scope and cost come from the diagnostic, so there is no surprises.
Monthly Accounting & Controller Support
We keep it right
This is where most firms stop and most problems come back.
Daily bookkeeping, reconciliations, and job costing run underneath. Above that sits the part that actually protects you—the controller-level review that catches a problem while it is still small
Every month you get:
Books closed on a schedule, not whenever someone gets to them
Job costing kept current while jobs are sill running
Deposits, prepaid costs, and progress billing handled correctly
Reports you can bid from, borrow against, and hand to your CPA
A senior advisor review before any of it reaches you
Answers when you have questions
What we do not do
We do not file your taxes. We work alongside your CPA and hand over books that make their job simple—and their bill smaller.
We do not sell you software or take a cut of one. The system we run on comes with us.
And we do not take every client who calls. If your books do not need this level of work, we will say so.