For Pro-active firms
Construction bookkeeping services that match the jobsite
QuickBooks Level 2 ProAdvisor bookkeeping for contractors who need CPA-ready books-not generic small-business templates. Best fit when BalanceBuild Pro is capturing field production so your monthly close matches reality.
Priority access for firms running or adopting BalanceBuild Pro on active jobs.
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What you get
- Job costing and class tracking in QuickBooks Online
- Monthly close discipline your CPA can trust
- Retainage, WIP, and pay-app alignment
- Optional sync narrative from BalanceBuild Pro field data
How our construction bookkeeping services support your firm
We categorize transactions, reconcile accounts, and structure job costing so your CPA can interpret the books without reconstructing what happened in the field.
Balance & Build Consulting is not a CPA firm. We organize your books for your licensed CPA and provide operational business guidance.
Organized financial records
Clean categorization, reconciled accounts, and monthly statements your CPA can trust on day one of tax season.
QuickBooks integration
Level 2 ProAdvisor setup, class and project tracking, and workflows that match how contractors bill and collect.
Business decision support
Practical guidance on equipment purchases, hiring, acquisitions, and cash flow without crossing into tax advice.
Why contractors choose our bookkeeping services
- Accurate monthly bank and credit card reconciliation
- Consistent categorization so every fuel, material, and sub payment lands on the right job
- Accounts payable and receivable rhythm that supports payroll and supplier trust
- Monthly statements that show which jobs are profitable before you bid the next one
- Sales tax filing support workflows that reduce year-end surprises (not tax advice)
- Optimized QuickBooks Online structure with classes, projects, and weekly reporting
Get started with your bookkeeping solution
Step 1
Initial assessment
We review your current books, job structure, and reporting gaps in a personalized discovery conversation.
Step 2
QuickBooks setup
ProAdvisor-led configuration for classes, projects, vendors, and reports aligned to your contract types.
Step 3
Ongoing support
Continuous bookkeeping, monthly close discipline, and business guidance as your backlog and crew count grow.
Pair bookkeeping with BalanceBuild Pro
The fastest way to fix books is to stop bad data at the source. BalanceBuild Pro captures CSI phase budgets, pay applications, and field production so construction bookkeeping reflects what actually happened on site.
WIP and retainage stay cleaner when billing follows the SOV: how to fill out a G702 pay app, then construction pay applications in BalanceBuild Pro.
- SOV billing and earned value exported into your monthly close workflow
- Daily logs and delay records that support job costing narratives
- Superintendent dashboards that reduce “what did we do last Tuesday?” calls
- One platform your bookkeeper and PM can reference during OAC prep
How to fill out a G702 pay app from the SOV · Construction pay applications