Ongoing
Accounting & Financial Oversight
Transaction Recording & Balance Sheet Reconciliation
Classification of business transactions, revenue streams, and expenses. Comprehensive monthly reconciliations of operating checking, savings, commercial credit cards, loans, and clearing accounts to maintain general ledger integrity.
Month-End & Year-End Close Procedures
Formalized closing workflows, distribution tracking, and year-end adjustments that lock historical periods and ensure books stay tax-ready throughout the year.
Lender-Ready Financial Reporting
Structured balance sheets, income statements, and supporting schedules tailored for commercial lenders, bonding agents, and executive decision-making.
Job Costing & Project Profitability
Tracking and allocating direct labor, materials, and subcontractor costs to individual projects. Gain clear visibility into gross margins by job, helping eliminate cost overruns. Understand true project profitability before year-end.



