Financial Oversight Built for the Way You Build.

We meet your construction business exactly where it’s at

With clear tiers designed to keep your job costs accurate, your systems aligned, and your mind at ease.

Ongoing Financial Oversight

Tier 1:

Light Financial Oversight

Best for established contractors with straightforward financial activity, stable systems, and small teams who just need the numbers kept straight without the noise.

Is This You?

Your software systems work, your transaction volume is steady, and you don’t need help paying bills or chasing down invoices—you just want to know your data is bulletproof.

What’s Included:

→ Keep it Current: Ongoing accounting execution and a monthly close to keep QuickBooks Online pristine.
→ Job Costing Baseline: Essential job costing maintained directly in QBO.
→ System Check: Constant monitoring of your CRM and QBO integration to ensure data flows smoothly.
→ Watchdog Alerts: Monitoring of cash, costs, and revenue timing with clear alerts if anything looks unusual.

What You Get:

Reliable financials, clean data, and the total peace of mind that your accounting system is behaving exactly as expected.

Note: This tier focuses purely on oversight and does not include active Accounts Payable (AP) or Accounts Receivable (AR) management. ###

Tier 2:

Standard Financial Oversight

Best for growing builders with consistent project activity who need an active partner to help manage day-to-day cash flow, payables, and receivables.

Is This You?

You’re using Buildertrend and QBO, projects are moving fast, and you need a dedicated partner to manage the flow of bills, track payments, and give you clear visibility into who owes you money.

What’s Included:

Everything in Light: Plus active, ongoing management of your day-to-day financial ecosystem.
Buildertrend Integration: Deep monitoring of the connection between Buildertrend and QBO so field reality matches your books.
Accounts Payable Support: Managing bill entry flow, ensuring coding consistency, and tracking the payment process.
Accounts Receivable Support: Aligning invoice recording and monitoring aging reports so you catch collection risks early.
Margin & Health Checks: Routine reviews of margin behavior and a monthly strategy meeting to stay aligned.

What You Get:

Actively managed financial processes, organized AP/AR support, and absolute visibility into your cash, costs, and project margins.

Tier 3:

Complex Financial Oversight

Best for high-volume builders, multi-entity operations, or companies in transition that require high-frequency coordination, tight exception handling, and deep validation.

Is This You?

You have intense transaction volume, layered company structures, complex lender/partner reporting requirements, or your software systems are currently in flux.

What’s Included:

* Everything in Standard: Upgraded and scaled for high-intensity operations.
System Alignment under Load: Deep, multi-system reconciliation and cross-platform validation (resolving breaks between Buildertrend and QBO).
Advanced Tracking: Multi-entity or intercompany coordination and cash movement tracking.
Expanded Reporting: Dedicated support for lender, partner, or specialized internal reporting on a strict cadence.
High-Touch Communication: Increased meeting frequency and rapid-response exception handling to catch risks immediately.

What You Get:

High-intensity oversight that stabilizes complex activity, protects your margins, aligns your platforms, and ensures nothing slips through the cracks.

Built for the Long Haul.

The construction industry doesn’t stand still, and neither do you.

We review your scope and tier placement regularly based on sustained business conditions, not temporary seasonal spikes.

If your team internalizes bill pay down the road, we can seamlessly scale you down to Light.
If you land a massive project load that requires deep Buildertrend alignment and intense AP tracking, we'll smoothly transition you to Standard or Complex.

Any change is always reviewed, discussed, and agreed upon in advance. No surprises—just financial infrastructure that scales with your job sites.

book a discovery call

One-Time Projects & Fresh Starts

Need a Reset Before You Roll?

You don’t have to jump straight into monthly oversight if your foundation needs fixing first. Whether your software isn't talking, your books are a year behind, or you're stuck on desktop, we’ll swoop in, untangle the knots, and hand you a clean slate.

project 1:

CRM & QuickBooks Online Integration Setup

We build a bulletproof "financial foundation" that connects your project management software (like Buildertrend) directly to QuickBooks Online for a seamless, automated workflow.

What We Do:

Map out exactly how your estimation, project management, and bookkeeping should talk to each other to minimize inefficiencies.

→ Build a customized Cost Code and Chart of Accounts list tailored precisely to your construction operations.

→ Do the heavy lifting to build the tech structure in both platforms and link your active projects and subcontractors.

The Training:

We won't leave you hanging. We include 1-on-1 online screen-share sessions to train your team on navigation and how to move transactions between systems seamlessly.

(Note: This focuses strictly on software navigation and functionality, not general accounting principles).

The Result:

You can confidently enter a transaction in your CRM and watch it map perfectly into QBO without lifting a finger.

project 2:

Financial Catch-Up & Clean-Up

Behind on your books? Getting anxious about tax season or a lender review? We take your historical data and turn it into pristine, individual monthly financial reports.

Choose Your Depth:

→ Option A: Clean-Up (No Project Detail): Perfect if you just need your overall company books verified. We scrub your QBO file, reconcile your primary bank/credit card accounts, update register balances, clean up payroll liabilities, and fix uncategorized accounts. This option focuses on clean company financials, not individual job-site details.

→ Option B: Clean-Up (With Project Detail): Need to know exactly which historical jobs made or lost money? This option includes everything in Option A, plus we dive into the weeds to record, verify, and reconcile your historical transaction data by specific customer and project.

The Result:

An accurate, confirmed Balance Sheet and Profit & Loss statement that you can proudly hand to your CPA or bank.

project 3:

QuickBooks Desktop to Online Conversion

Moving from Desktop to the Cloud doesn't have to be a nightmare. We handle the secure migration of your historical data so you can access your numbers anywhere—from the office to the job site.

What We Do:

Extract & Map: Securely pull your transactions, invoices, bills, and vendor details from QuickBooks Desktop and reformat them to match QBO’s structure.

→ Import & Reconcile: Move your historical data over and run rigorous verification checks to ensure your new cloud books match your old desktop records to the penny.

→ System Setup: Configure your user roles, permissions, and settings for peak performance.

The Training:

Includes an initial 90-minute training session to get your bank feeds linked and teach you how to navigate the online interface, plus an optional 60-minute follow-up session within your first 30 days to answer your real-world questions.

The Result:

Modern, cloud-based accounting with zero operational downtime and all your history intact.

(Plus, we’ll create the file to secure you a free 30-day trial and pass along any firm discounts we get from Intuit!)