Supported by the delivery detail
Construction bookkeeping.
Off your plate.
You have jobs to run. Give the receipts, account reconciliations and month-end work a defined place in your business—with dedicated bookkeeping support.
Book a callAn agreed role. A clear scope. A custom quote.
Bookkeeping that fits the job
Less chasing paperwork.
More control of the books.
Put a repeatable routine around the work your office already handles. We agree on responsibilities, records and deliverables before getting started.
Explore all services →A dedicated bookkeeper
Recurring support for record collection, job coding and the questions that need follow-up.
The monthly books
Bank and card reconciliation, supported job detail and an agreed reporting package.
A plan for the backlog
Find the last supported close and work through the older periods without losing current records.
The details make the difference
A supplier name
isn’t a job code.
When one supplier serves several projects, the bookkeeping needs more context. We use the records your team provides to connect spending to the right work.
Illustrative invoice allocationSupplier invoice: $2,400
Supported by the project reference
One invoice. Two jobs.
If the allocation is unclear, it becomes a question for review—not a guess in the books.
From the field to the monthly close
Give each handoff
a next step.
Good bookkeeping depends on clear responsibilities. Here’s how we help turn incoming records into reviewable work.
How we work ↗- 01
Collect what the job produced
Invoices, receipts, job references and the supporting detail your office needs to keep.
- 02
Prepare and reconcile
Record supported activity, reconcile the agreed accounts and identify missing information.
- 03
Put decisions in front of the right person
Your team sees open questions and the agreed reports. Payment release stays with your authorized approvers.
Ready for the next handoff
End the week with
fewer loose ends.
Our weekly handoff worksheet gives completed work, missing records and next actions a single place to live.
Get the weekly handoff worksheet ↗Construction bookkeeping guides
Build the handoff
around the job.
Give a construction bookkeeper a useful first-week handoff
Give a new construction bookkeeper the job list, account map, responsibilities, and record access needed to start well.
Read the guide →Build an invoice approval map for your construction bookkeeper
Define who checks job detail, approves a construction invoice and releases payment. Includes a disputed-delivery example and a reusable responsibility map.
Read the guide →Write a vendor coding guide that still respects the job
Give a construction bookkeeper usable vendor instructions, with exceptions for equipment, materials, multiple jobs and misleading bank descriptions.
Read the guide →Before we get started
Your questions.
Straight answers.
What does a dedicated construction bookkeeper do?
The agreed role can include collecting records, preparing transaction coding, reconciling accounts, maintaining the question queue and assembling monthly reports. Job references and a clear office-to-field handoff make the work useful to a construction business.
See the bookkeeping role →Is this a bookkeeper on our payroll or a managed service?
DaxTally offers a managed bookkeeping service with an agreed role, working rhythm and deliverables. It is not automatically a direct employment or staffing arrangement. The engagement sets responsibilities, access and the contacts who approve the work.
Meet the service →Can the bookkeeper use our existing job codes?
Yes. Start with the current job list, cost categories and naming conventions. Record who can create or change codes. If the same supplier serves several jobs, the vendor name alone should not determine the job assignment.
Build a vendor-coding guide →Who approves supplier bills and releases payments?
Those responsibilities are defined separately from bookkeeping preparation. Confirm the job, supporting invoice and authorized reviewer before payment release. A software permission does not by itself grant business approval authority.
Map invoice approvals →What should we provide before the first week?
Bring the job and account map, the last reconciled period, source-system access and the people who answer project questions. Review a small sample of prepared work before applying the routine to a large backlog.
Prepare the first handoff →Who follows up when a crew member loses a receipt?
The desk records the missing evidence and assigns a next action. The purchaser, supplier-account contact or project manager may be the person able to retrieve it. Keep the amount, date and job question together so the request is specific.
Define the receipt handoff →How much time should the weekly bookkeeping meeting take?
Use a short, prepared agenda for decisions and missing evidence. A 20-minute time box is a useful planning example, not a promised service limit. Larger reconciliation questions may need a separate review instead of consuming the routine handoff.
Use a focused meeting agenda →What happens when the usual bookkeeping contact is away?
Plan a backup handoff containing the current work list, named access, pending approvals and escalation contacts. A substitute should be able to understand what is complete and what is still waiting without relying on shared passwords or memory.
Prepare a backup desk →Can current bookkeeping and cleanup happen together?
They can be scoped together. Keep current record collection moving while the older periods are assessed in a controlled sequence. Identify the last supported reconciliation and make unresolved backlog items visible, rather than silently carrying them into new reports.
Review construction cleanup →Can payroll coordination be part of the bookkeeping desk?
Payroll coordination can be included through your selected provider, with the software, input deadlines and responsibilities confirmed during scoping. Time records, review and final authorization need clear owners. No provider certification or automatic filing authority is assumed.
Discuss payroll coordination →