Administrative and Bookkeeping Support for Contractors
Ready to streamline your operations and elevate your client experience? Let’s Talk.
We specialize in lightening your administrative load so you can focus on what you do best: building.
Core Service Package
Monthly flat rate of 10 hours of dedicated service
- Billed in 15-minute increments
- Hours tracked via a detailed tracking system
- Minimum due on the 1st of each month via ACH with autopay
- Additional hours: Billed at hourly rate, invoiced on the 1st of the following month
Included Core Services:
- Receipt Organization & Retainage Tracking
- Job Costing – Monitor income vs. expenses to evaluate project profitability
- Customer Billing
- Bank Draw Requests
- Accounts Payable Management
- Contractor W-9 & Insurance Requests/Maintenance
- Workman’s Comp & General Liability Audit Prep/Support
- Bookkeeping & Bank Reconciliations (via QuickBooks Online)
- Financial Preparation for Tax Returns
- Includes collaboration with your CPA
- Payroll Filing Assistance
- Fractional Administrative Assistance
- Weekly or Biweekly Accounting & Project Review Meetings
- Digital Document Scanning & Filing
Additional Services (Available à la carte):
- Permit Applications & Processing
- Utility Hookup/Transfer Assistance
- Subcontractor Scheduling
- Warranty & Punch-Out Work Coordination
- Homeowner Information Package
- A curated binder or digital package of essential documents for closing
- Product & Vendor Research/Scheduling
- Weekly Job Progress Updates with Photos (for client communications)
- Interior Furnishing & Fixture/Appliance/Décor Selection Assistance
- Website Updates – Add completed projects
- Social Media Posts – Show off your latest work and updates
Our Philosophy
With years of experience, we believe in providing our clients with personalized service that meets their unique needs. We take the time to understand our clients' goals and work closely with them to develop a customized support plan that meets those goals.