Books behind? Numbers don’t look right?
Signs you need a
CLean Up
01
Your Accounts Don’t Reconcile
Your bank and credit card accounts haven’t been reconciled in months, or the reconciliation “doesn’t tie.”
02
“Uncategorized” Is Your Biggest Account
Undeposited Funds or Uncategorized Income/Expense has a large balance.
03
Your Profit Doesn’t Match Your Bank Balance
Your P&L shows a profit, but there’s no cash in the bank, or the other way around.
04
Personal and Business Spending Are Mixed Together
Owner draws, personal purchases and loan payments are mixed in with business expenses.
05
You Can’t Tell Which Jobs Made Money
Job costs aren’t tracked by job, so you can’t see profit by project.
06
Your Filings Don’t Match Your Books
Sales tax, payroll liabilities or 1099 totals don’t line up with what was filed.
Construction businesses don’t run like a retail shop.
You’re juggling deposits, progress billing, retainage, materials bought on one card for three different jobs, subcontractors who need 1099s, and equipment that belongs on the balance sheet. Most bookkeepers don’t know how to set that up, and most owners don’t have time.
We work with contractors, builders, and tradespeople, so we know what your books should look like and how to get them there.
Top-Rated Financial Services
Schedule a Clean up convo
Most cleanup clients move to monthly bookkeeping so the file doesn’t fall behind again.