Materials & Purchases
Supply house invoices, receipts, and truck stock assigned to the job where it was used.
Skilled Trades
For the trades that build and maintain the places people live and work.
THE FINANCIAL REALITY
When the work takes a skilled hand, you’re the first call they make.
Whatever the trade, every job runs the same course: you buy the materials, put a crew on it, bill the customer, and get paid.
Along the way, plans change, invoices go out in stages, and most of the paperwork happens far from a desk.
We take that part off your plate. Each month, we tie your records to the jobs they belong to and reconcile them to your bank and supplier accounts, so the work you do in the field shows up in your books.
Labor & Subcontractors
Crew hours and subcontractor bills assigned to the job or phase they belong to.
Billing & Change Orders
Estimates, change orders, and progress billing matched to the work completed.
Receivables & Payments
Open invoices, customer payments, and bank deposits tracked and reconciled.
WHO WE SUPPORT
Built for the skilled trades.
Whether you run one truck or several crews, handle service calls or multi-phase projects, we work with you.
Electrical
Wiring, panels, lighting, and service work.
Plumbing & Drain
Piping, fixtures, water heaters, and sewer lines.
HVAC & Mechanical
Heating, cooling, ventilation, and equipment service.
Roofing & Exterior
Shingle and metal roofs, siding, gutters, and windows.
Carpentry & Finish
Framing, trim, cabinetry, flooring, drywall, and painting.
Concrete & Masonry
Foundations, flatwork, brick, block, and hardscape.
JOB COSTS & MARGINS
See what each job leaves after materials and labor.
A customer payment shows what came in, not what the job earned. When materials and crew labor are recorded against the same job as its revenue, you can see the gross profit each job brings in before overhead.
Supplier invoices and material purchases tied to the jobs that used them.
Crew labor and other job costs recorded against the work they support.
Job revenue and gross profit reported separately from payments received.
ILLUSTRATIVE JOB OVERVIEWJob revenue and direct costs
EXAMPLEJOB REVENUE$8,400
Materials & supplies$3,100
Crew labor$2,400
Gross profit$2,900
Gross margin before overheadBased on the direct costs shown35%
Illustrative figures only. Actual results depend on the records submitted and the costs assigned to each job.
JOB DOCUMENTATION
Each job's paperwork, kept in one place.
Receipts, signed change orders, and crew hours are stored with the job they belong to, so when a customer questions an invoice or a supplier bill doesn't match, the document is ready to pull.
PURCHASES
Receipts and supplier invoices
Attached to the job each cost was charged to.
BILLING
Change orders and billing stages
Paired with the invoices they support.
LABOR
Crew hours by job
Linked to the payroll and the jobs they were worked on.
HOW WE HELP
The services behind your trade business.
Choose one service or combine them. Each one is set up around how a trade business runs.
Bookkeeping
Supplier bills, customer invoices, and payments recorded and reconciled each month, with costs assigned by job.
Explore BookkeepingAccounting
Adjusting entries, monthly financial statements, and reporting on revenue, expenses, and gross profit by job.
Explore AccountingController
Close schedules, internal controls, budgets, and reporting procedures for trade businesses running several crews.
Explore ControllerPayroll
Crew setup, hours, deductions, and payroll processing coordinated with your payroll provider, with hours by job ready for your books.
Explore PayrollBusiness Formation
Formation filings, registrations, EIN applications, and initial records coordinated for a new trade business.
Explore Business FormationQUESTIONS BEHIND THE WORK
What your books say about the work.
You know which jobs are underway and where your crews are. Your monthly reports answer the questions that come after.
?What gross profit did each completed job earn?
?Have all completed jobs and change orders been invoiced?
?How do materials and crew labor compare across jobs?
?Which customers have overdue invoices, and how long have they been open?
?Which supplier bills and payroll amounts are coming due?
?How much retainage is still being held, and on which jobs?
GET STARTED
Schedule a Consultation
Let’s talk shop.
Tell us how your jobs run today, and we’ll show you where we fit.