Bookkeeping for Contractors & Skilled Trades
Contractors and skilled trades need bookkeeping that separates everyday overhead from the materials, subcontractors, equipment, and deposits connected to their work.
Consistent income and expense organization
A clear workflow helps record customer payments, materials, subcontractor activity, equipment, vehicle costs, merchant fees, and other operating expenses. The right structure depends on how the business estimates, invoices, gets paid, and tracks jobs.
Reconciliations and tax-preparer readiness
Monthly bank and credit-card reconciliations reduce surprises. Organized vendor and contractor records can also make year-end questions easier to answer, while specific 1099 and tax requirements remain matters to confirm with the tax professional.
Job profitability
Job-level reporting can be valuable when estimates, invoices, time, materials, and accounting data are captured consistently. Sheri can help determine whether the current QuickBooks workflow supports meaningful job information.
From cleanup to monthly service
If accounts are behind or reports cannot be trusted, begin with a cleanup assessment. Once the starting point is reliable, a monthly process can keep the books usable throughout the year.