Bookkeeping and accounting support for small businesses across the Main Line, Montgomery, Delaware and Chester counties.
Before anyone talks about fixing anything, you should know what is actually wrong. I review your accounting file and send you one written report: what is broken, what it would cost to fix, and what you can safely leave alone.
The report is yours either way. If you want to hand it to your CPA, or fix things yourself, or do nothing at all, that is a perfectly good outcome. There is no obligation attached to it.
Fixed fee, agreed before I start · no hourly billing
Bank and credit card reconciliations, transaction coding, month-end close, and financial statements delivered by a set day each month. A short exception report every month telling you what looked unusual and what I did about it.
Books that stopped reconciling six months or three years ago. Fixed fee against a stated cutoff date, so you know exactly what "done" means before work starts.
Chart of accounts rebuilt into something you can read, opening balances agreed to the last filed return, bank feeds reconnected, duplicates cleared, and rules set up so the categorisation stops drifting.
New business, or moving off spreadsheets. Chart of accounts built around how you actually make money, not a default template.
Most bookkeeping is priced and organised by transaction count. Construction's real cost driver is jobs — and a contractor with four hundred transactions across fifteen active jobs gets treated as a small client and served like one. That is why the margin on a job is usually only knowable after it closes, when it is too late to act on.
Costs landing on the right job and the right cost code, consistently, so the job reports mean something.
Percentage of completion, over- and under-billing, and cost to complete — the schedule your bonding agent and your banker both ask for.
AIA G702 and G703 support, and retainage tracked as a receivable rather than quietly forgotten revenue.
Open purchase orders and subcontracts visible against the budget, so a job going wrong shows up while there is still time to do something.
Tell me roughly what shape the books are in and what is bothering you about them. A first call is fifteen minutes and costs nothing.
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