CONSTRUCTION BOOKKEEPING SERVICES

construction bookkeeping built for the way contractors work

We help contractors build a solid business from the ground up.

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Certified Expertise Built Around the Construction Industry

Intuit Pro Advisor Quickbooks Level 2
Intuit Pro Advisor QuickBooks Payroll

INDUSTRY PARTNERS & SOFTWARE EXPERIENCE

QuickBooks by Intuit
Sage 100 Contractor
BuilderTrend
BuildTools
Adaptive

What Construction Bookkeeping Includes

Construction bookkeeping should give you reliable financial records and a clearer picture of what is happening in your business—not just a list of categorized transactions.

Excel Consulting can provide ongoing bookkeeping support tailored to your company’s accounting systems, transaction volume and project workflow.

Monthly or Quarterly Services Include:

  • Bank and credit card reconciliations
  • Review and categorization of transactions
  • Review of unreconciled or unusual activity
  • Monthly financial statement review
  • Job-costing and project expense review
  • Adjusting and reclassification entries when needed
  • Subcontractor 1099 preparation and filing
  • Year-end financial cleanup and tax-ready accounting support
  • Coordination with your CPA or tax professional when appropriate

Your Books Should Help You Answer:

  • Which of my my jobs are actually profitable?
  • Is my business profitable?
  • What do I actually owe in payables?
  • Are my accounts reconciled and reliable?
  • Are my financials ready for my CPA, lender or insurance company?
  • Are there problems I should know about now – not six months from now?

JOB COSTING FOR CONTRACTORS

Know What Your Jobs Are Actually Costing

Accurate construction bookkeeping should help connect the numbers in your accounting system to what is actually happening on your projects. When job-related income and expenses are recorded consistently, you get a clearer picture of project costs, profitability and where your money is going.

That can include reviewing how subcontractor costs, materials, payroll and other project expenses are recorded and helping make sure the accounting records support meaningful job-cost reporting.

Excel Consulting can work with your existing project management software, such as BuilderTrend, BuildTools or Procore, or help you evaluate a system that fits your business. Coordinating the project-management workflow with QuickBooks Online helps keep project and financial information organized and gives you a clearer picture of your business.

Better job costing starts with better bookkeeping.

Bookkeeping That Fits the Way Your Business Works

Construction companies don’t all need the same level of bookkeeping support. Services can be tailored to your transaction volume, accounting systems, project workflow and the current condition of your books.

Some contractors need ongoing monthly bookkeeping. Others need quarterly reconciliations, periodic financial review or help getting caught up before moving into regular maintenance.

The amount of time required can vary based on transaction volume, number of accounts, job-costing needs, and the current condition of your books.

No one-size-fits-all package. Services can be provided monthly, quarterly or for specific accounting needs. Services are generally billed hourly based on the work required. Once your books are caught up and the ongoing workload is established, a predictable monthly amount may be available.

Start with a Conversation

1. Tell Me What’s Going On

We’ll talk about your business, current accounting system and what you need help with.

2. Review the Scope

I’ll identify whether you need ongoing bookkeeping, quarterly reconciliations, cleanup work or additional construction-accounting support.

3. Get Your Books Under Control

Once we agree on the scope and engagement terms, we can begin organizing and improving your financial records.

Let’s get you back to doing
what you do best. Leave the accounting to us!

You have projects to manage, customers to serve and a business to run. Excel Consulting can take the bookkeeping and accounting work off your plate so you can spend less time sorting through financial records and more time running your construction business.

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Questions Contractors Ask About Bookkeeping

1. How often do you provide construction bookkeeping services?

Services can be provided monthly, quarterly or for specific accounting needs. The right schedule depends on your transaction volume, accounting systems and how much ongoing financial support your business requires.

2. Do I have to switch to QuickBooks Online?

Not necessarily. Excel Consulting can work with your existing accounting and project-management systems and help determine whether your current setup is working effectively for your business. If a change would improve your accounting workflow, we can discuss the available options.

3. Can you work with my construction project-management software?

Yes. Excel Consulting has experience working with construction platforms such as BuilderTrend, BuildTools and Procore and can help coordinate the accounting workflow between your project-management system and QuickBooks Online.

4. Can you clean up my books before starting ongoing bookkeeping?

Yes. If your accounts are unreconciled, balances are incorrect or older transactions need review, bookkeeping cleanup can be completed before moving into regular monthly or quarterly maintenance.

5. Do you prepare my tax return?

Excel Consulting does not prepare or file income tax returns. Bookkeeping and year-end cleanup services can help organize and prepare reliable accounting records for your CPA or tax professional.

6. How much does construction bookkeeping cost?

Services are generally billed hourly based on the work required. Once your books are caught up and the ongoing workload is established, a more predictable monthly amount may be available. The first step is a conversation about your current accounting setup and what you need help with.

7. Why hire a construction-focused bookkeeper instead of a general bookkeeper?

Construction companies have accounting needs that extend beyond ordinary income and expense tracking. Job costing, subcontractors, payroll, project-management systems, certificates of insurance and audit documentation all affect how useful your financial records are. Working with someone who understands construction can reduce the amount of time you spend explaining how your business operates.