Co|Pilots

Co|laborators

Co|Operators

Co|Constructors

Construction is a challenging industry. With shifting project requirements, changes to subcontractor schedules, materials sourcing and change orders, it’s no wonder that construction faces some unique bookkeeping requirements. Our goal is to streamline your backend accounting so you can get back to what matters most—serving your clients.

BASIC
From $395/mo

We categorize your transactions, produce monthly financial statements and keep your books running smoothly

General Reporting

  • We link expense and income transactions to your accounts, or categories in Quickbooks Online

  • We match transactions from your checking, credit and other balance sheets accounts to your records in Quickbooks Online

  • Balance Sheet, Income Statement and Cash Flow sent to your inbox each month.

  • We adjust your Quickbooks Online account to represent use of prepaid expense, bank fees, etc.

  • Protect your previous quarter records by “closing” them, helping to ensure that your books are ready for tax season.

  • All receipts and reports are stored in Quickbooks Online and backed up on Google Drive where needed.

  • A phone call or Zoom meeting to go over monthly events and to provide updates.

  • Phone call or Zoom meeting to review quarter-end activities and closing.

  • We will develop package for your accountant/tax preparer.

ESSENTIAL
From $595/mo

In addition to the features in Basic, we will also include job costing, which is tracking expense and income to specific projects— essential for determining job profitability

General Reporting

  • We link expense and income transactions to your accounts, or categories in Quickbooks Online

  • We match transactions from your checking, credit and other balance sheets accounts to your records in Quickbooks Online

  • Balance Sheet, Income Statement and Cash Flow sent to your inbox each month.

  • We adjust your Quickbooks Online account to represent use of prepaid expense, bank fees, etc.

  • Protect your previous quarter records by “closing” them, helping to ensure that your books are ready for tax season.

  • All receipts and reports are stored in Quickbooks Online and backed up on Google Drive where needed.

  • A phone call or Zoom meeting to go over monthly events and to provide updates.

  • Phone call or Zoom meeting to review quarter-end activities and closing.

  • We will develop package for your accountant/tax preparer.

  • We assign transactions to jobs as tracked in the ‘Projects’ section of QBO. This makes profitability reporting more dynamic and insightful.

ADVANCED
From $1095/mo

We’ll track and report on AR/AP, depreciate fixed assets, collect COIs and W9s, manage customer deposits in deferred revenue accounts and more.

General Reporting

  • We link expense and income transactions to your accounts, or categories in Quickbooks Online

  • We match transactions from your checking, credit and other balance sheets accounts to your records in Quickbooks Online

  • Balance Sheet, Income Statement and Cash Flow sent to your inbox each month.

  • We adjust your Quickbooks Online account to represent use of prepaid expense, bank fees, etc.

  • Protect your previous quarter records by “closing” them, helping to ensure that your books are ready for tax season.

  • All receipts and reports are stored in Quickbooks Online and backed up on Google Drive where needed.

  • A phone call or Zoom meeting to go over monthly events and to provide updates.

  • Phone call or Zoom meeting to review quarter-end activities and closing.

  • We will develop package for your accountant/tax preparer.

  • We assign transactions to jobs as tracked in the ‘Projects’ section of QBO. This makes profitability reporting more dynamic and insightful.

  • Phone call or Zoom meeting to review activities for the week.

Asset, Liability and Profitability Tracking

  • We will help you track and depreciate your valuable, durable, equipment.

  • We help you track and categorize your customer deposits

  • Item desWe’ll help you track who pays you on time, and those clients who may need a little reminder.cription

  • Workflow and tracking of reoccurring customer invoices. Critically important for subscription services like monthly maintenance, landcare, lawn care, etc.

  • We will track and report on open customer balances.

  • We design the work flow for tracking sales commissions through QBO

Additional Reporting and Tracking

  • With your direction, we will produce 1099s for your contract workers.

  • We will collect, update and store current COI and W9s from subcontractors used through the fiscal year.

  • Used in place of, or in addition to Class and Location Tracking; Tags provide unique insights into your transactions--either for short-term tracking or for situations where you want to track a range of internal data points.

PERCENT COMPLETE (PCM)
Custom Pricing

For builders who use fixed pricing, progress invoice, and offer retainage to their clients.

General Reporting

  • We link expense and income transactions to your accounts, or categories in Quickbooks Online

  • We match transactions from your checking, credit and other balance sheets accounts to your records in Quickbooks Online

  • Balance Sheet, Income Statement and Cash Flow sent to your inbox each month.

  • We adjust your Quickbooks Online account to represent use of prepaid expense, bank fees, etc.

  • Protect your previous quarter records by “closing” them, helping to ensure that your books are ready for tax season.

  • All receipts and reports are stored in Quickbooks Online and backed up on Google Drive where needed.

  • A phone call or Zoom meeting to go over monthly events and to provide updates.

  • Phone call or Zoom meeting to review quarter-end activities and closing.

  • We will develop package for your accountant/tax preparer.

  • We assign transactions to jobs as tracked in the ‘Projects’ section of QBO. This makes profitability reporting more dynamic and insightful.

  • Phone call or Zoom meeting to review activities for the week.

Asset, Liability and Profitability Tracking

  • We will help you track and depreciate your valuable, durable, equipment.

  • We help you track and categorize your customer deposits

  • We’ll help you track who pays you on time, and those clients who may need a little reminder.

  • Workflow and tracking of reoccurring customer invoices. Critically important for subscription services like monthly maintenance, landcare, lawn care, etc.

  • We will track and report on open customer balances.

  • We design the work flow for tracking sales commissions through QBO

  • Depending on the nature of your contract, this feature creates the foundation to invoice your client at previously agreed upon milestones. This requires an accurate estimate and attention to detail.

  • If your contract stipulates that clients will "retain", or hold back, a portion of each progress payment until the completion of the project, tracking those amounts is critical from both a project management and business cashflow perspective.

  • For jobs that span multiple reporting periods, this is critical. We assist this process by shifting expenses to periods with corresponding income.

  • We help you use the budgeting feature in QBO to track amounts promised to vendors and sub contractors.

  • We will assist you and your tax professional apply overhead to projects with accuracy.

Additional Reporting and Tracking

  • With your direction, we will produce 1099s for your contract workers.

  • We will collect, update and store current COI and W9s from subcontractors used through the fiscal year.

  • Used in place of, or in addition to Class and Location Tracking; Tags provide unique insights into your transactions--either for short-term tracking or for situations where you want to track a range of internal data points.

  • Enables a more complex analysis of your money-in/money-out transactions

Some additional notes:

Co|Constructors is based in Stockbridge, Massachusetts. We are a paper-less bookkeeping service, which allows us to serve clients throughout the state—and beyond. We work exclusively in Quickbooks Online (QBO), which is the most widely used cloud-based accounting software in the USA. It is available anywhere with access to the internet—either through WiFi, LTE or satellite.

During our initial, free, consultation(s), we will discuss your business model, get an understanding of your bookkeeping to date and consider your goals for the short/medium term. Following this, we will develop a proposal that is tailored to you. It will clearly detail our proposed work, estimated cost per month, and whether the first month pricing will be different—and why.

Our goal is to create a plan this is clear, transparent and serves the needs of your business. For clients new to QBO, we happily provide setup of your new account. For businesses requiring a bit of cleanup to their QBO, we can do that too. It’s important to note that the list of services included with each package above are flexible. If, for example, you are considering the Essential plan, but require us to categorize more transactions than are included with that tier, we will price a custom package for you. And, if you’d like to have us take on some of the heavy lifting of entering your bills, creating invoices for your clients, attaching receipts to transactions, or any other task associated with your QBO account, we can do that too. Call 413-597-8929 to get started.

Let’s discuss your business and develop a plan that works for you