Monthly Bookkeeping Checklist for Contractors
The same month-end routine we use for our construction and trades clients, in one printable page. Work through it every month and tax season stops being a scramble.
What’s inside
- Reconcile every bank and credit card account
- Assign every cost to the right job so you know what each job really made
- Review who owes you money, including retainage, and who you owe
- Track subcontractor payments and W-9s so 1099s are easy in January
- Check payroll, then set aside money for quarterly taxes
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Download the checklist (PDF)Want someone to handle all of this for you? That’s what we do for our clients.
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