Organize job, phase, and billing support so your project team and accountant can review the same underlying records.
The work in scope
- Consistent job identifiers
- Estimate-to-actual support
- Retainage schedules from supplied records
- Report exceptions for management
Useful records for the first review
- Your job list and current office responsibilities
- Vendor records and approved project references
- Bank statements and the last monthly close
Start with your situation
Tell us about your construction office and the recurring work that needs an owner. We will identify the records available, the questions that need answering, and a practical sequence for the work.
How this work is scoped
The desk needs a workable brief. Duties, service hours, document deadlines, project-manager contacts, and approval authority are agreed in writing. The monthly handoff shows completed work and decisions still waiting on your team.
Keep responsibilities clear
This is bookkeeping support and management-use reporting. Tax treatment, return preparation, legal interpretation, audit, and attest services are outside this offering.