Do you use QuickBooks Online or Desktop?

Both. If you don't have one yet I usually recommend QuickBooks Online for flexibility and remote access.

My books are way behind. Is that a problem?

No. Most of my clients come in behind. We do an initial catch-up and then move to monthly.

Do you also prepare my taxes?

Yes. I'm IRS AFSP certified with an active PTIN. I can handle the books and prepare your federal and state taxes at year-end.

How much does the monthly service cost?

It depends on transaction volume and number of projects. In the free initial consult I give you a fixed monthly price.

Service · Monthly bookkeeping

Construction Bookkeeping

Name: Crecí Sin Permiso
Availability: InStock

I keep your books month after month with project-based categorization, bank reconciliation and reports you actually understand.

Construction bookkeeping is not like regular small business bookkeeping. There's job costing, retainage, change orders, project-level COGS and a cash flow that swings with each draw. I know it and I organize it.

We work in QuickBooks Online or Desktop, your choice. You get clean monthly reports and books that are ready for your CPA — or for me — to file taxes without surprises.

What's included

Monthly income and expense categorization
Job costing per project / site
Bank and credit card reconciliation
Retainage and change order tracking
Monthly P&L, Balance Sheet and Cash Flow
Books ready for your CPA or for tax season
Monthly summary report with alerts
Email and WhatsApp support

How we work

Step 1

Diagnosis

We review your current system, bank accounts and open projects to see where you stand.

Step 2

Cleanup and setup

We tidy up QuickBooks, set the right construction chart of accounts and catch up.

Step 3

Month by month

Every month I categorize, reconcile and send you clean reports with the numbers that matter.

Is this for you?

General contractors and subcontractors with 1 to 30 active projects.
Businesses that already use QuickBooks but the books are behind or messy.
Companies running payroll who need real monthly reports.
Owners who want to know what they make per project, not just the yearly total.

Frequently asked questions

Do you use QuickBooks Online or Desktop?: Both. If you don't have one yet I usually recommend QuickBooks Online for flexibility and remote access.
My books are way behind. Is that a problem?: No. Most of my clients come in behind. We do an initial catch-up and then move to monthly.
Do you also prepare my taxes?: Yes. I'm IRS AFSP certified with an active PTIN. I can handle the books and prepare your federal and state taxes at year-end.
How much does the monthly service cost?: It depends on transaction volume and number of projects. In the free initial consult I give you a fixed monthly price.

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Ready to clean up your books?

Message me freely on WhatsApp, or book a formal consultation credited toward your plan.

Get in touch