Stress Free Bookkeeping Tailored for Home Improvement Contractors
Clean Books. Accurate Numbers. Zero Surprises
Home Improvement companies are built different, so why trust your books to someone who doesn’t understand that?
Running a business means managing dozens of moving parts and that is only multiplied when you business is in the Home Improvement and Services space. From supplier receipts and subcontractor payments to customer deposits and field expenses that need to be handled in the right way to provide accurate reports for you company. When having to wear to many hats bookkeeping is usually the first to fall behind and when that happened it can become impossible to know if your jobs are profitable until its to late.
Our Specialized Bookkeeping Services that the financial management burden off of your shoulders. We handle the daily numbers so you can focus on managing your job sites, growing your team, serving your clients an maybe even stop working through your evenings and weekends.
Are You Ready to Stop Doing Your Books on the Weekend?
Let us take the stress out of your finances so you can spend more time on the job site, growing your business and enjoying your evenings and weekends.
A simple 30 minute investment of time can change the way you are looking at your company. Even if we aren’t a good fit or your just not ready for this next step you will likely come away with something from this call you can implement on your own to start seeing your company as an asset and not a job Click the button below and let’s connect.
What We Handle for You
Daily and Monthly Expense Tracking
Categorizing all your transactions, receipts and field purchases accurately.
Managing vendor invoices and ensuring material and labor costs are tied to the right projects.
Credit card and bank statement reconciliations.
Job Costing & Revenue Matching
Tracking direct labor, materials, equipment, and subcontractor costs per job
Managing customer deposits, progress payments, and final invoices
Ensuring proper revenue recognition across multi-week or multi-month projects
Payroll Processing & Subcontractor Compliance
Processing trade payroll, including hourly field workers and salaried staff
Managing 1099 tracking, collection of W-9s, and year-end subcontractor reporting
Coordinating insurance audits and workers' compensation tracking
Financial Reporting & Tax Readiness
Delivering clean monthly Profit & Loss (P&L) statements and Balance Sheets
Preparing streamlined reports for your CPA to make tax time fast and painless
Why Home Improvement Business Trust Us with Their Books
Contractor-Focused Expertise: We understand Work in Progress, Customer Deposits and Trade-Specific Chart of Accounts. Not cause it sound good but because I was a Home Improvement Contractor first.
Up To Date Job Costing: Not all software is the same so understanding job costing can be tricky. We help keep your receipts, invoices and expenses categorized helping you to have absolute clarity on labor and material costs.
CRM Integration: As we mentioned before, not all software is the same. Different CRM’s communicate with you accounting software differently and sometimes shouldn’t at all. In a world where AI and Tech Stacks have become so popular we sometimes “set and forget” links with to much trust. With over a decade in the industry we have seen the good and the bad, giving us an edge on identifying issues before they cause major issues in your books.
CFO-Ready Financials: With your books clean and structured you are ready to effortlessly scale into higher-level strategic planning and CFO Advisory Services. Not only that but your books are ready when you need them to apply for leading options and tax time becomes less stressful.
Tailored to Your Specific Trade
We partner with growing home improvement contractor generating between $250K to $10M+ in annual revenue
General Contractors & Residential Remodelers
Roofing, Siding, Gutters & Exterior Specialist
HVAC, Plumbing & Electrical Companies
Painters, Landscapers, Fencing, Decking & Outside Living Specialty Contractors
Didn’t see your trade? Give us a call and lets talk about it.
Your Path to Financial Confidence
How our process works…
The Discovery & Cleanup Audit: We review your current accounting setup, identify miscategorized transactions, and clean up historical data if needed.
System Integration & Setup: We analyze and look at connecting appropriate systems to your accounting software such as payroll, bank feeds and CRM’s. If automated systems are available or you do not prefer them, We aren’t afraid of getting our hands dirty to handle them manually with the same level of accuracy
Hands-Free Monthly Maintenance: We reconcile your accounts every month, deliver plain-English reports, and keep your business operating smoothly.
Partnering Up: Whether though out CFO Advisory Service or working with yours we believe in working as a team. We are here to work with you and your team, lenders, insurance auditors and tax prep specialist to make sure you are never left on a island when it comes to your books.