Kitchen and Bathroom Remodelers
Managing selections, allowances, specialist trades, and installation schedules for kitchen and bathroom projects.
Who we serve · Remodelers
Accounting and Bookkeeping for Remodeling Contractors
BuilderBalance provides outsourced construction accounting and bookkeeping for U.S.-based remodeling entrepreneurs. We manage daily financial operations, organize your accounting systems, and help you understand the profitability of each job.
Your crews need decisions, homeowners want changes, and the next client is waiting for work to begin. Keeping the accounts updated should not leave you handling paperwork after a full day on site. We bring job costs, billing, and financial reporting together and explain the figures, so you can make decisions with reliable financial information.
Who this is for
Remodeling contractors we support
Whole-Home Renovation Contractors
Coordinating substantial renovations, multiple trades, and changes discovered as work progresses.
Design-Build Remodelers
Managing design and construction together, from the initial scope and estimate through approved changes and completion.
Home Addition Contractors
Building extensions or additional living space while managing the costs of work on the existing home.
For commercial renovation and tenant improvement work, explore our accounting and bookkeeping for general contractors.
The problem
Do Your Budgets and Invoices Reflect the Work Your Clients Approved?
You know what has changed on site. Your records should show what those changes cost, what the client agreed to pay, and what is still unbilled.
Bookkeeping for remodelers needs to follow these details through each job. Company totals alone cannot show which changes were billed or where a project's profit was reduced.
Approved Extras Are Still Unbilled
Additional work is underway, but the agreed price has not been added to the next invoice.
Selections Exceed the Allowance
A homeowner chooses a more expensive finish. The extra purchase cost is recorded, but the allowance adjustment has not been followed through to the budget and billing.
Costs from Several Jobs Are Mixed Together
One supplier invoice or payroll run covers several projects, making it difficult to see which job is earning its expected margin.
Challenges and support
Challenges You May Face—and What We Deliver
Challenge 01
Job costs are incomplete or assigned to the wrong project
What we deliver
Documented materials, labor, subcontractor, equipment, and allocated overhead costs are recorded against the correct job and cost codes. Project budgets compared with actual spending help you see where costs are exceeding the estimate.
Challenge 02
Approved changes do not appear in the budget or billing
What we deliver
Approved change orders are reflected in revised project budgets and billing records, with the original estimate retained for comparison. Pending changes stay separate. You can review the additional cost, agreed price, and amount still to be billed before the job closes.
Challenge 03
Allowances and selections make the final margin uncertain
What we deliver
We reconcile selection costs with the agreed allowances and supporting approvals. Reports show the differences and the related customer charges or credits, following your contract terms. This helps you identify costs your business may otherwise absorb.
Challenge 04
Deposits and milestone payments are difficult to follow
What we deliver
Customer deposits, milestone invoices, receipts, and outstanding balances are tracked by job. Advances are distinguished from earned revenue, and billing follows approved project information and contract terms. You can see what has been received and what still needs to be collected.
Challenge 05
Reports do not reflect the latest work
What we deliver
Supplier bills, subcontractor invoices, approved time records, and project changes are brought into the monthly reporting process. Missing information is flagged for follow-up. Committed costs are reviewed alongside recorded spending, so remaining purchase and subcontract commitments are visible.
Challenge 06
Completed jobs provide little guidance for the next estimate
What we deliver
Profit and loss by customer or project and budget-to-actual reports show the recorded result of each job. We help you review labor, materials, subcontractor costs, and approved extras, so recurring overruns can inform future estimates and pricing discussions.
Your business, your stage
Find Your Fit
Explore the profile closest to your business for more detail on the challenges you may face and what we deliver. The platform options below help frame that discussion; we assess your existing setup before recommending a change.
Small Contractors
Under $2MBuild a stronger bookkeeping foundation. Keep records organized by remodeling job, follow unpaid balances, and understand what each project is costing.
- Platform Implementation / Migration
- QuickBooks Online.
- Supporting Software / Tools
- QuickBooks Payroll or Gusto; Buildertrend or JobTread when a construction management platform is needed.
Growing Contractors
$2M–under $8MKeep accounting organized as you take on more remodeling jobs. Bring project costs, approved changes, milestone billing, and monthly reporting into a consistent process.
- Platform Implementation / Migration
- QuickBooks Online Advanced or Sage 100 Contractor.
- Supporting Software / Tools
- Buildertrend or JobTread for a suitable QuickBooks setup; Procore with a supported Sage connection. Payroll options include QuickBooks Payroll, Gusto, and ADP.
Mid-Size Contractors
$8M–under $20MMaintain financial oversight across more projects and crews. Review job margins, outstanding commitments, cash needs, and reporting responsibilities.
- Platform Implementation / Migration
- Intuit Enterprise Suite Construction Edition or Sage 100 Contractor.
- Supporting Software / Tools
- Buildertrend or Procore with the appropriate supported connection; QuickBooks Payroll or ADP, selected for your payroll needs.
Large Construction Companies
$20M+Bring reporting together across entities and divisions. Understand individual project results alongside company performance, intercompany activity, and funding needs.
- Platform Implementation / Migration
- Intuit Enterprise Suite Construction Edition or Sage Intacct Construction.
- Supporting Software / Tools
- Buildertrend or Procore with the appropriate supported connection; ADP or QuickBooks Payroll, subject to the accounting platform and payroll requirements.
Platform selection considers your entity structure, reporting needs, and operational complexity. Additional implementation or migration is quoted separately; software subscriptions are separate from our service fees. Supporting tools depend on compatibility with your chosen platform.
Our services
What BuilderBalance Manages and Delivers
Our accounting and bookkeeping services for remodelers cover daily records, project reporting, and financial planning. We help you understand the figures and follow up on the information needed to keep them reliable.
Your selected package and proposal define the work, reports and responsibilities included.
Monthly Construction Bookkeeping with an Audit Trail
Once your financial systems are established, we manage your daily accounting and bookkeeping operations. We maintain an audit trail that links transactions and reports to supporting records, approvals, and explanations of accounting adjustments. We also manage the tax preparation work included in your engagement.
Project-Level Job Costing Using the NAHB Chart of Accounts
Each remodeling job is tracked using consistent job and cost codes, with the NAHB Chart of Accounts adapted where appropriate. Reports compare original and approved revised project budgets with actual spending and committed costs. Labor, materials, subcontractors, equipment, and allocated overhead remain visible by job, including the costs of approved changes.
Explore Job Costing Services →US GAAP-Compliant Revenue Recognition and WIP Reporting
Incorrect revenue recording could distort profits and misguide decisions. We apply ASC 606 to your contracts, using an appropriate measure of progress, including percentage of completion, when revenue qualifies for recognition over time. Deposits and progress invoices are distinguished from revenue earned.
Work-in-progress (WIP) schedules compare contract values, costs, completion estimates, earned revenue, and billings. We reconcile WIPRA and WIPAA analysis with the books using documented reporting definitions.
Explore Revenue Recognition and WIP Services →AI-Enabled Workflow Automation
AI-assisted tools and software automation accelerate document capture, coding, accounts payable, accounts receivable, and payroll workflows. Construction workflows include draw requests, AIA G702/G703 progress invoicing where required, retainage tracking, and lien waiver administration. The responsible construction accountant on your allocated team reviews the work and resolves exceptions. Payments and releases follow your approval controls.
Construction-Specific CFO Advisory and Financial Planning
Your financial analysis passes through our construction CFO advisory team. Advisors contribute their findings and agree on recommendations before discussing them with you. We review project profitability, pricing, and KPIs, supported by a rolling 13-week cash flow forecast, cash burn-rate analysis, and situation-dependent daily cash monitoring.
Planning can include owner, lender, and board reporting, along with multi-entity, intercompany, and joint venture accounting.
Explore Construction Accounting and Bookkeeping Services →Explore how approved changes reach the budget and billing records, cost-plus billing support, and the accounting checks before a project closes.
Reporting
Financial Reports for Your Remodeling Jobs and Business
Start with the performance of each project, then review the business as a whole. We explain what has been recorded, what remains outstanding, and how changes affect the figures.
Report
What it helps you assess
Profit and Loss by Customer / Project
Recorded revenue, costs, and margin for each remodeling job.
Project Budget vs. Actual Cost Report
Actual spending against original and approved revised budgets, with committed costs reviewed alongside it.
Change Order and Allowance Schedule
Approved extras, selection costs, allowance differences, related charges or credits, and amounts still to be billed.
Customer Deposit and Milestone Billing Schedule
Advances, scheduled invoices, receipts, and unpaid balances by project, distinguished from earned revenue.
Revenue Recognition and WIP Schedule
Contract values, completion estimates, earned revenue, billings, and required adjustments, supported by documented WIPRA/WIPAA analysis.
Rolling 13-Week Cash Flow Forecast
Expected weekly receipts, payments, and cash balances, with daily cash monitoring when needed.
Cash Burn Rate and Runway Analysis
The rate at which cash is being used and how long it could last under the forecast assumptions. Burn-based runway is not meaningful for every business.
Accounts Receivable and Accounts Payable Aging Summaries
Overdue customer balances and unpaid supplier or subcontractor bills.
Payroll Reports and Approved Time Records
QuickBooks Payroll, Gusto, or ADP records and time-clock reports supporting payroll preparation and project-level labor allocation.
Company Profit and Loss, Balance Sheet and Cash Flow Statement
Business-wide results, assets, liabilities, and actual cash movements.
Retainage Receivable and Payable Reports
Amounts held by customers or retained from subcontractors, with outstanding release items.
Why choose us
Why BuilderBalance?
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Dedicated to Construction
We work exclusively with construction businesses and organize the accounting around your jobs, billing, and project records.
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CPAs on Our Team
Our team includes CPAs and construction accounting and bookkeeping professionals, with clear responsibility for preparing records, reviewing work, and providing advice.
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Construction Accountants Review AI-Assisted Work
The responsible accountant checks the output, resolves exceptions, and records the follow-up required.
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A Shared Portal for Your Team and Ours
Your shared BuilderBalance portal shows tasks to do, work in progress, completed work, outstanding requests, and deadlines. You can see scheduled report delivery dates and which reports are ready for review. Your team members receive free user accounts with access rights based on their roles, so they can coordinate directly with our team. We schedule financial reviews and meet when questions need attention.
Our process
How We Work
01 — Revamp | Months 1–3
Clean books. Stronger financial foundation.
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.
02 — Stabilize
Consistent processes. Reliable financial reporting.
We standardize reports, improve AI-enabled workflows, and resolve outstanding issues. Ongoing bookkeeping, monthly close, and financial reviews keep the process working.
03 — Expand
Financial guidance for the business you want to build.
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.
Packages and pricing
Compare Your Accounting Support Options
Explore Essential, Plus, Premier, and Signature to compare monthly services and pricing, including packages with CFO advisory. Historical cleanup and additional platform implementation or migration are assessed separately, so you can review the ongoing work and one-time costs before deciding.
Common questions
Questions Before We Begin
How do you track costs and profitability separately for each remodeling job?
Each job has a separate project record and agreed cost codes. Documented costs and approved time records are assigned to that job, then compared with its budget. Customer or project-level profit and loss reports show the recorded result. We review missing costs and outstanding commitments with you before drawing conclusions about the margin.
How do you keep change orders and allowances reflected in the accounts?
We use your approved change orders, selection records, supplier costs, and contract terms to update the relevant job records. Approved changes flow into revised budgets and billing; pending changes stay separate. Allowance differences are matched to agreed customer charges or credits, and unbilled approved work is flagged for follow-up.
Can you track deposits and milestone payments without treating every receipt as profit?
Yes. We reconcile deposits, invoices, receipts, and outstanding balances by project. Receiving cash does not by itself establish that revenue has been earned. The accounting treatment follows your contract and reporting basis, while the billing schedule helps you follow up on payments due.
Would I need to change my existing software?
We assess your systems, reporting needs, internal processes, and expected growth. If the existing platform can support them, we may improve its setup, job codes, and workflows. If migration is needed, we explain the plan, budget, timing, and staff training before work starts.
Can you clean up earlier records while keeping ongoing bookkeeping up to date?
Yes. Part of your accounting team handles historical records while other members maintain ongoing bookkeeping. Shared records and review steps coordinate the work, and your portal shows progress, outstanding requests, and deadlines. If tax returns are overdue, we prepare the accounting data for your existing CPA or discuss filing support and fees separately. Explore Historical Bookkeeping Cleanup →
What information will you need from our team?
We arrange system access and a process for receiving contracts, project budgets, allowances, approved selections and changes, supplier bills, subcontractor invoices, and time records. Your team approves project information and payments. We manage the accounting, follow up on missing records, and explain what the reports show.
Let's talk
Are You Finishing Jobs Without a Clear View of the Profit?
If the work is moving forward but you are still chasing costs, unpaid extras, or overdue reports, let's talk. We’ll discuss the records, systems, and accounting support your remodeling business needs.
- 1Tell us what needs attention
- 2Choose a meeting time
- 3Talk with a construction accounting specialist
The introductory call is free. Complete a short form by typing or leaving an optional voice message of up to five minutes. Our team reviews your information before the meeting. You do not need to share financial files for this conversation.