Operational Accounting

STARTING AT $1,999 /month

Best for growing contractors who want payables, client billing and payroll handled for them.

EVERYTHING IN ESSENTIAL, PLUS

Supplier and subcontractor bill tracking and payment
Progress invoicing and draw billing
Collections follow-up

Holdback tracking
Payroll administration and records

Final monthly fee depends on transaction volume, number of active jobs and payroll size. We'll confirm a fixed price after your right-fit call.

HOW IT HELPS

When you're running crews, the office work shouldn't fall to you at night.

We pay suppliers and subs on schedule, send progress invoices and follow up on what's owed, track holdbacks until they're released and keep payroll running smoothly.

A good fit if…

You're spending evenings on bills and invoices
Clients pay on progress draws
You run payroll for a crew

We work in QuickBooks Online, connected to JobTread if you use it.

YOUR MONTH WITH US

What happens each month.

STEP 1

Bills & payables

Supplier and sub bills are tracked, approved with you and paid on schedule.

STEP 2

Billing & collections

Progress invoices and draws go out on time, and we follow up on what's owed — holdbacks included.

STEP 3

Payroll & close

Payroll runs smoothly, the books are reconciled and your monthly reports are delivered.

COMMON QUESTIONS

Questions about operational accounting.

PACKAGES

How is this different from Essential?

HOLDBACKS

Do you track holdbacks?

PRICING

How much does it cost?

You get everything in Essential Bookkeeping, plus bill payments, progress invoicing and draws, collections follow-up, holdback tracking and payroll administration.

Yes. We track holdbacks on your invoices and your subs’ bills until they’re released, and follow up on what you’re owed.

Operational Accounting starts at $1,999 a month. We confirm a fixed price after your right-fit call, based on volume, active jobs and payroll size.