Services

Everything we handle, in one place

The full list, grouped by what you’re trying to fix — find your piece in seconds, not everyone else’s.

Start where you are. Grow, and you step up a level — same firm, no starting over.

01

Job Costing & WIP

Know what every job made — while there’s time to act.

  • Job costing
  • WIP reporting and tie-outs
  • WIP-based revenue and over/under-billing entries
  • Budget-to-actual review by project
  • Project-level reporting

02

Draws, Billing & Retainage

Draws funded, billing out the door, and retainage tracked until it’s released.

  • Construction & development loan draw support
  • Loan activity, interest, and principal tracking
  • AIA G702/G703 progress billing
  • Lien-waiver coordination
  • Retainage tracking

03

Month-End Close

A close that ties out — every account, every month.

  • Structured monthly close and close oversight
  • Month-end journal entries
  • Bank and credit-card reconciliations
  • Balance sheet tie-outs
  • Accruals, prepaids, depreciation, and amortization
  • Fixed asset activity and rollforward

04

Reporting & Cash Flow

Numbers you can hand to a banker, explained in plain English.

  • Monthly financial reporting
  • Owner and management reporting
  • Cash-flow visibility
  • Controller-level financial review

05

Controls & Year-End

Books that hold up — at year-end, and when an auditor starts asking.

  • Accounting controls
  • Issue spotting / red-flag review
  • Year-end and audit support coordination
  • 1099s

Not sure where your books stand? The fixed-fee review checks your WIP and close — what lenders look at hardest.

Start with a Fixed-Fee Review