BuilderBalance works exclusively with construction companies, managing their specialized construction accounting requirements.
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We understand your business, build your complete financial architecture, and manage your construction accounting.
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Compare packages and choose the support you need. We confirm a fixed monthly fee before work begins.
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Understand the figures behind your projects, from job costs and billing to cash flow and monthly records.
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CPAs and certified QuickBooks ProAdvisors, dedicated to construction accounting and bookkeeping.
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Three stages take your construction accounting from cleaner books to reliable reporting and financial guidance. Ongoing bookkeeping continues throughout.
01 — Revamp | Months 1–3
We understand your business and restructure your financial systems around your processes. Regular bookkeeping continues while we clean up historical records, make any necessary migration, and establish job costing and reporting.
You'll meet your team, including your CFO Advisor (depending on your Package). We will do the initial assessment, guide you on the communication plan & system access, review your current processes, agree on responsibilities, and provide a documented plan for the improvements to come.
We identify incomplete records, reconcile balances, and resolve any agreed-upon historical issues. Where a change is needed, we migrate your records to QuickBooks Online, Intuit Enterprise Suite Construction Edition, Sage 100 Contractor, or Sage Intacct Construction, based on your company's structure and accounting needs.
We tailor the NAHB Chart of Accounts to your business, where appropriate, and set up consistent job and cost codes. Project-level tracking separates materials, labor, subcontractors, equipment, and overhead so you can compare actual spending with your budget.
We review your contracts and establish GAAP-compliant revenue recognition, using Percentage of Completion where appropriate. We build your work-in-progress (WIP) schedule to compare earned revenue with billings and identify the required accounting adjustments.
We build your financial framework in the accounting platform selected for your business and configure supported integrations with Buildertrend, JobTread, Procore, and payroll tools as appropriate. Our process streamlines job costs, bills, invoices, and payments, reduces duplicate entry, and keeps your records consistent. This gives you a clear view of costs, outstanding payments, and project profitability.
We prepare and review your initial reports under the new structure, clarify the figures, and identify any outstanding items. An agreed-upon closing calendar establishes deadlines, review responsibilities, and the reporting schedule.
02 — Stabilize
We standardize reports, improve AI-enabled workflows, and resolve outstanding issues. Ongoing bookkeeping, monthly close, and financial reviews keep the process working.
We streamline routine tasks in accounts payable (AP), accounts receivable (AR), and payroll by automating document capture, payment reminders, customer follow-ups, and approved labor cost allocations. We integrate tax preparation requests and deadlines into the workflow, with review by the responsible construction accountant and agreed approval controls. Payments and releases follow your approval controls.
We create consistent workflows for AIA G702/G703 progress invoicing, draw requests, billing approvals, retainage tracking and release, and lien waiver management. Reminders and approval routing help identify missing documents and outstanding requests so the responsible person can follow them up.
Automation matches routine transactions, while our team reviews unmatched items, duplicate postings, and unexplained differences. We reduce reliance on separate reconciliation spreadsheets, document unresolved balances, and follow corrections through the monthly close.
We monitor the connections established during the Revamp and resolve issues related to failed syncs, missing job references, and inconsistent mappings. Your accounting platform remains the financial system of record. We check that construction and payroll information is recorded against the relevant jobs and accounts.
We standardize reports across jobs, projects, entities, divisions, and teams by using consistent categories, reporting dates, and KPI definitions. Our agreed-upon financial reports, WIP schedules, and dashboards present comparable figures, allowing you to track performance across the business.
We schedule financial reviews and meet when questions need attention. These discussions address workflow issues, performance, report exceptions, and control weaknesses. CFO advisory forms part of our Plus, Premier, and Signature packages. We assign corrective actions and monitor progress so recurring problems get the attention they need.
03 — Expand
We use your financial results to assess profitability, plan cash, and evaluate upcoming decisions. The work we agree with you begins when needed; the stages do not require you to wait for support.
Our construction CFO advisory team reviews your financial analysis, contributes its experience, and agrees on recommendations before discussing them with you.
We examine where jobs earned the expected margin and where costs changed the outcome. By reviewing estimates, actual spending, overhead, and pricing, you can apply those lessons to future bids and operating decisions.
Rolling cash forecasts bring expected collections, payroll, supplier payments, taxes, and retainage into one view. We assess upcoming commitments and identify when another job, purchase, or delayed payment could create a funding gap.
We agree on the key performance indicators that matter to your business and review them consistently. Depending on your needs, these may include job margins, overhead, receivables, cash availability, and the financial demands of your backlog.
Before you hire, buy equipment, enter another market, or take on more work, we assess the financial implications with you. Scenario planning shows how different assumptions could affect cash, costs, and profitability.
We prepare the agreed financial reports and supporting explanations for owners, lenders, and the board. The reporting makes performance, forecasts, assumptions, and outstanding concerns easier to understand and discuss.
Where included, we support multi-entity reporting, intercompany transactions, and joint venture accounting. As your structure changes, we review how to record and present transactions and results across the businesses involved.
Ongoing bookkeeping continues throughout. CFO advisory and advanced services follow your package and begin when needed.