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Accounting built for contractors and service businesses
Job costing, retainage, progress billing, and a cash cycle that rarely matches your work in the field. Contractors break the standard accounting playbook. We build the books, job-level reporting, and financial strategy so you know which jobs actually made money, what your cash looks like next month, and where your bonding capacity stands.
11 contractor and service businesses trust us with their books. Based in McKinney, serving DFW and nationwide.
The problem
Most contractors don't have a bookkeeping problem. They have a job profit problem.
The P&L says the year was fine, but you cannot tell which jobs carried it and which quietly lost money. Labor and materials go out weeks before the progress billing comes in, retainage sits unpaid, and change orders never make it into the numbers. That is what happens when a construction or service business runs on accounting built for retail.
What we do
What we do for contractors and service businesses
One team for the full finance stack, from job-level books to the strategic calls that shape your next stage of growth.
Job costing and WIP reporting
Costs coded to jobs and phases, with a work-in-progress schedule that shows over- and under-billing before it surprises you.
Accounting and bookkeeping
A chart of accounts built for contract work: direct costs, overhead allocation, equipment, and materials separated properly.
Progress billing, retainage, and change orders
Billing tracked against contract value, retainage followed until it is collected, and change orders captured so approved work gets paid.
Month-end close
Accrual financials on time every month, so job and company performance are current when you need to decide.
Fractional CFO and controller support
Cash-flow forecasting through the billing cycle, bid and margin strategy, and financials that support bonding and lending conversations.
Tax and compliance
Federal, state, sales and use tax on materials, and multi-state payroll coordinated with your books.
Why contractor accounting is different
Contract work is accounted for over time, not at the register. Percentage-of-completion revenue, WIP schedules, retainage, and change orders mean your financials can look healthy while a job is bleeding, or look weak in a month you actually did well.
Get it right and you see true profit by job, forecast cash through the billing cycle, and hand a surety or a lender financials that increase what you can take on. Get it wrong and you find out at the end of the job, when it is too late to fix.
Who we work with
Contractors, trades, and service businesses in growth mode.
General contractors, specialty trades, remodelers, and home services, plus professional and service businesses that run on projects and billable work. Whether you need clean books for the first time, job costing that finally works, or a fractional CFO to steer growth and bonding capacity, we scale the support to where you are.
FAQ
Questions, answered.
Contract work is recognized over time, so job costing, WIP schedules, retainage, and change orders drive your numbers. We set up a chart of accounts and job-level reporting that show true profit per job, not just company-wide revenue.
Yes. Job and phase-level cost tracking, proper direct-cost and overhead separation, and reporting you can actually run yourself are core to how we set up contractor books.
Yes. Both are standard in our monthly close for contract-based businesses, including tracking retainage until it is collected.
Reliable, timely, accrual-basis financials are what sureties and lenders want to see. We prepare financials with that audience in mind, and coordinate with your CPA and surety as needed.
It depends on scope. The fastest way to a real number is a quick consultation, or start with a $399 QuickBooks Health Check for a graded review of your file and a prioritized fix list.
Not sure which jobs are actually making money?
For $399 we review the file that runs your business, grade it A to F, and hand you a prioritized plan for what to fix, usually within a week.