Our Approach

We don't just keep your books. We build the system behind them.

Most accountants work in a vacuum - separate from your job management tools, your field team, and your day-to-day operations. We work differently. We connect your financial system directly to Jobtread or Buildertrend so your books reflect what's actually happening on every job, every month.

✓ All services run on QuickBooks Online - certified ProAdvisors
Core Services

Everything you need to run your business with confidence.

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Bookkeeping

Clean, accurate books every month - built on QuickBooks Online and structured around the realities of construction. You get a financial picture that actually makes sense.

What's included
Monthly bank and credit card reconciliation
Transaction categorization using a construction-specific chart of accounts
Monthly financial reports - P&L, balance sheet, cash position
Year-end financials prepared for your CPA
Receipt management software included
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Payroll

Payroll processed accurately and on time, every time. We handle the complexity of construction payroll - including multiple pay types, subcontractor payments, and certified payroll where required.

What's included
Weekly, bi-weekly, or semi-monthly payroll processing
Payroll tax filings and compliance
W-2 and 1099 preparation at year-end
Direct deposit setup and management
Integrated with QuickBooks Online
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Job Costing

Know exactly how each job is performing - margin, cost, and budget vs. actuals - in real time. Stop finding out your job lost money after the final walkthrough.

What's included
Real-time job-level profitability tracking
Cost code tracking by labor, materials, subs, and equipment
Budget vs. actual reporting by job
Change order tracking and billing
Early cost overrun alerts
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Cash Flow Forecasting

See what your cash looks like 30, 60, and 90 days out. Know before payroll Friday whether you have the cash to cover it. Stop reacting - start planning.

What's included
30, 60, and 90-day rolling cash flow forecasts
Receivables and payables timing analysis
Overhead vs. project cash visibility
Monthly advisory review of your cash position
Available on Plus and Pro plans
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Bill Pay & Invoicing

We manage your accounts payable and connect your invoicing software so nothing falls through the cracks. Every vendor payment tracked. Every client invoice accounted for.

What's included
Vendor bill entry and payment scheduling
Invoicing software integration
Accounts payable and receivable tracking
Sales and excise tax filings
Available on Plus and Pro plans
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Monthly Reporting & Advisory

Every month you get a clear management report that tells you where your business stands. No jargon. No 40-page spreadsheet. Just the numbers that matter and what they mean.

What's included
Monthly management report with key metrics
Profit and loss, balance sheet, cash position
Advisory meeting (frequency depends on plan)
1-day response time on Plus and Pro plans
Year-end package prepared for your CPA
Platform Integrations

Specialists in the tools builders actually use.

Most accountants have never heard of Jobtread or Buildertrend. We built our entire practice around them - so your field data flows directly into your books without you doing anything extra.

Jobtread

We set up and manage the connection between Jobtread and your QuickBooks Online so your estimates, job costs, and actuals are always in sync. No double entry. No guessing.

Job Costing Estimating Budget Tracking Reporting QuickBooks Sync
Buildertrend

We connect Buildertrend directly to your accounting workflow so your field data flows into clean, accurate QuickBooks financials - automatically, every time.

Project Management Budget Sync Change Orders Billing QuickBooks Sync
Our Platform

We are a QuickBooks firm.

Every client at Builder Cashflow runs on QuickBooks Online. It's the industry standard for a reason - your CPA, banker, and any future financial advisor will immediately understand your books.

QuickBooks Online also integrates natively with both Jobtread and Buildertrend - which is the foundation of how we connect your field operations to your financials.

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QuickBooks ProAdvisor Certified Every engagement managed by certified advisors
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QuickBooks Online Only Cloud-based, accessible anywhere, integrates with your tools
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Direct Jobtread & Buildertrend Integration Field data syncs to your books automatically

What running on QuickBooks means for you

You're not locked into a proprietary system only we can read. Your books are yours.

  • Your CPA can access your books directly at tax time - no special exports needed
  • Your banker understands your financial statements immediately
  • If you ever need a loan or line of credit, your books are already in the format lenders want
  • Jobtread and Buildertrend sync natively - no manual data entry between systems
  • Real-time access from your phone or any device, anytime
  • Industry-standard reporting that scales as your business grows

Ready to see what this looks like for your business?

Book a free 30-minute call. We'll look at your current setup and tell you exactly what we'd do differently.

Book a Free Call →
✓ No commitment ✓ 30 minutes ✓ Walk away with clarity