Construction and trades for US businesses

A named person on our team owns your file and reviews everything that leaves it. Software does a real share of the grinding underneath it — coding, matching, flagging the obvious gaps — but nothing regulated happens without a person’s judgement, and nothing here is signed or filed by an algorithm.

No — construction and trades is operational work inside your books, not something submitted to IRS. Where a filing does sit downstream of it, inside industries we know more broadly, that stays with your CPA or enrolled agent, never with us.

Whatever you already run. Most commonly QuickBooks, Xero, NetSuite, Sage, Zoho Books and a handful of others — we work inside your system rather than moving you onto one of our own.

A short, free read-only look at what you already have, and a written note on what we found. A scoping call decides the size of the engagement — nothing here commits you to anything.

There is no published price for construction and trades — it depends on volume, how many entities are involved, and how far behind the books are. We quote after the read-only review, which is free.

Construction and trades sits inside industries we know, alongside Ecommerce, SaaS and software, Professional services. Most clients end up buying the category as a whole rather than one leaf at a time, but starting narrow is fine.

Your CPA does, based on the average-annual-gross-receipts test under IRC §460 and the type of contracts you run. We keep the cost-to-date and estimated-total-cost data current in the job cost ledger so whichever method applies has clean numbers behind it.

No. Release depends on the contract terms and, in some states, prompt-payment statutes. We track the retainage schedule against each contract and flag amounts that look ready to bill or collect — the release decision and any dispute over it is between you and the other party.

No, that's a taxability and nexus determination that varies by state and belongs to your tax advisor. We tag job costs by state and by material versus labor so the data is ready when that determination needs to be made.

Percentage complete, cost incurred to date, amount billed to date, and the resulting overbilling or underbilling, shown job by job across every open contract. It's built from the same job cost ledger we maintain monthly, not a separate estimate.

We track waiver status — conditional, unconditional, partial, or final — against every payment in the subcontractor ledger, and flag any subcontractor missing one before the next payment. Reviewing waiver language or advising on lien rights is legal work we don't perform.

We prepare the wage and hours backup from the payroll data each week. The certification itself is signed by your authorized company representative attesting to its accuracy — that signature isn't something we provide.

No, worker classification is a legal and tax determination outside a bookkeeping engagement. We track payment history and job assignments for whoever — your attorney or CPA — makes that call.

On a documented basis tied to actual use — equipment hours or days logged against each job, for example — rather than assigning shared costs entirely to whichever job happens to be open when the bill arrives.

The job profitability report flags the variance at the cost-code level — labor running over, a material overrun, whatever it is — as soon as the actuals post, so it's visible while the job is still open rather than discovered at closeout.

No, the schedule of values comes from the contract and your project manager's assessment of completion by cost category. We tie the job cost detail to whatever schedule you're billing against so the pay application backup reconciles.