Contractors and Home Services
For General Contractors
Job costs, deposits, change orders and draws tracked, books closed monthly, payroll watched and every return filed, one monthly price.
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Pick a time. There's nothing to prepare and nothing to send us before the call.
Bookkeeping, job costing and taxes for general contractors running several jobs at once. The job that looks best on paper can be spending next month's draw, and you usually find out when payroll is due.
A sample month for a general contractor: a homeowner progress payment checked against the work done, costs coded to two jobs, the over and under board showing one job billed $11,200 ahead of the work and one $26,000 behind, a sub paid with paperwork missing, June's cash dipping below zero four days before the draw, and the tax number in writing. Every figure is a sample.
Building
Home Services
For the owner who pays the cabinet shop before the homeowner pays, and finds out in February what the year made.
Each one lands in your inbox, and four times a year what you owe comes in writing before the federal date.
June:May closed and tied to the bank.
Every tax return, business and personal, inside the same monthly price.
We close it and only ask what the books can't answer.
Progress payment 4 against the work, May
Progress payment 4, bills
Books
Every cost on its job
May receipts, coded to jobs
Kitchen, Sherman Oaks
Bath, Encino
ADU, Van Nuys
Every May purchase coded to its job
Cost to date, coded to jobs
Every cost on its job
Payroll register, May
Comp class codes match the work
Set aside
$26,400
Before the June 15 estimate. Second quarter.
In writing, with the math, in the packet.
Extra work · Kitchen, Sherman Oaks
Extra work · Job 406
Closed June 8
Bookkeeping done and tied to the bank every month. Every tax return, business and personal. What you owe, in writing, mid-year and before year end. Payroll watched. Your key numbers every month, against your budget. Every purchase coded to its job.
What lands in your inbox, so you never have to ask.
Work done next to money collected, every job, every month. You see the gap before it is a problem.
May, percent of each contract
Work doneBilled
Billing stays below the work done on every job
Every allowance overage billed when the homeowner picks it.
Overage not billed yet$7,000
Your personal return, your spouse's if you file together, and your rentals are inside the monthly fee. We list each one when you sign. It changes only in writing, with 30 days notice.
Your office manager keeps the day to day. We take the month end, the returns and the tax number, and put in writing who does what.
Your office manager keeps
We take
What each job earned next to what you billed.
May 31
Over and under billing
Job 406 · Kitchen and bath, EncinoContract $140,000
Over billed$11,200
Job 412 · ADU, Van NuysContract $260,000
Under billed$26,000
Every job, every month: the work done next to the money collected, which is your WIP schedule in plain words, the days your cash carries a supplier, and extra work billed with no change order on file.
Job
Kitchen, Sherman Oaks
Contract $140,000
Billed against built, May
Built, not yet billed$19,600
The draw against the cash
This is what a patchwork finance team looks like.
Contractors and home services, starting at $2,500 a month.
BKBookkeeper
Records what happened.
Misses what it means for your taxes.
CPACPA
Files your returns in March.
Misses the other eleven months.
PRPayroll provider
Runs the checks every two weeks.
Misses whether the run is right.
OMOffice manager
Runs the office day to day.
Nobody asked her to plan the year.
Your price, in writing
For contractors and home services.
Your exact number comes from the free Game Plan call, set for your business.
It lists every open job with the contract, cost to date, percent done and what you have billed. If you run more than a couple of jobs at a time it is how you know what each job is really making.
From your books. Every cost is coded to its job, and we take contract values and change orders from what you send us and billings from your pay apps. Percent complete, earned revenue, over and under billing and expected profit come out every month. We use each job's budget for the cost to finish unless you tell us it changed, so there is nothing to fill out.
We put every payroll, supplier and draw date on one cash plan each month. You see a short week ahead of time and can call the owner, move a supplier or line up credit before it hits.
We keep one list of every sub you pay, with the W-9 and the papers you send us, and flag anyone missing a W-9 before their next check. In January the 1099s come from the same list.
Yes. Every purchase is coded to its job every month, so your profit per job is real and costs you paid for a customer get billed back on the next invoice instead of found at year end.
Yes. We connect to your QuickBooks, your payroll in Gusto or ADP and your job software, and each connection stays under your own account.
We work from the books and the files you send us. When extra work is billed on a job with no change order in your file, we flag it with the amount, because no paper usually means no payment. We put each draw next to your cash so you can see how many days you are carrying a supplier before the next draw lands.
Yes. Every month we check that each employee's comp class code matches the work they do, and we flag anything for you to confirm with your payroll provider.
Books closed every month, revenue and profit per truck and per tech, every business and personal tax return we list when you sign, payroll watched and a mid-year projection of what you'll owe. We work with HVAC, plumbing, electrical, roofing, garage door and other home service companies.
Yes. Any home service company at $500K to $20M a year that wants to grow. We match every payment, keep your regular customers on today's price and send a mid-year projection of what you'll owe.
No. Your team runs the jobs: change orders, billing the owner, lien waivers, permits, inspections and insurance. We are your finance department. We close your books, cost every job, track billed against earned, watch payroll, file every return and put a mid-year projection of what you'll owe in writing. When the numbers look off, like extra work billed with no change order in the file you sent us, we flag it and tell you what it means for your cash. You decide what to do.
It starts at $2,500 a month for contractors and home services. Your exact number comes from the free Game Plan call, and it is in writing before you owe anything.
So look, your bookkeeper and your CPA cover 2 of the 10 things on that list, and the other 8 are where the money leaks out. Let's just say two $140 parts a week never make it onto the invoice, that's over $14,000 a year, and nobody's checking for it. We cover all 10 for one monthly price, and on the Game Plan call you'll see what your setup is leaving behind before you owe anything.
Twenty minutes on Google Meet, before you pay anything.
You talk with our team.
Get your free Game PlanThere's nothing to prepare and nothing to send us before the call.
Rather call? (310) 981-3250 or email info@pacificstandardadvisory.com
Next IRS date on most owners' calendars: Thu, Oct 15.
Federal dates. Your plan lists yours.
Your free Game Plan
Step 1 of 3
Booked
20 minutes on Google Meet. A few questions about how your business is run, in your words.
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A rough range is fine.
Pick any that fit.
Game Plan call
You're meeting with Brandon Halavi, our Founder & CEO.
The invite is in your inbox. There's nothing to prepare and nothing to send us before the call.