Job costing & project margins
Review cost coding, job budgets, actuals and committed costs. Agree how labor, materials, subcontractors and overhead should appear in the reporting view.
Construction · Home services · Real estateKnow the job margin.
Know the job margin.
Before the next decision.
Connect labor, materials and subcontractors to the job budget. Bring WIP, billing and collections into a financial picture the business can act on.
Defined projects or Controller support · Scope and fee agreed first
The work / Financial control
From the Margin Max portfolioConnect the job.
Connect the job.
Check the numbers.
These examples show job-margin reporting and reconciliation checks. A WIP schedule is a separate deliverable built from your contract values, costs and completion assumptions.
Sales, margin & receivables
A reporting view connecting actuals, budget, job costs, profit, commissions and receivables.
Explore the full report ↗
Reconciliation & integrity checks
A control view checking record counts, fee totals, missing information and reconciliation differences.
Explore the full report ↗From job activity to financial visibilityMatch job progress
Match job progress
to costs, billing and cash.
Work-in-progress (WIP) & backlog reporting
Prepare work-in-progress and backlog reporting from agreed source records and assumptions. Document the review process and reconcile the reporting to the books.
Billing, AR & cash
Connect billing status, aging, follow-up responsibility and near-term cash requirements so the team can see where collections need attention.
Close & reconciliation remediation
Address late closes and unreconciled bank or balance-sheet accounts with a prioritized cleanup plan and a repeatable month-end process.
Multi-entity accounting
Support consistent financial records, intercompany review and consolidated management reports across agreed entities.
QuickBooks, Excel & reporting
Build useful reporting packages, documented update procedures and scoped workflow improvements. Confirm the specific tools and data access before configuration.
Relevant historical workAccounting infrastructure.
Accounting infrastructure.
Built into the operation.
Jeremy’s experience includes construction-company ownership, accounting infrastructure for construction and real estate, job costing, WIP reporting, daily bank reconciliations and AR controls.
A historical construction engagement reports more than $1.5 million in aged receivables recovered within 90 days. Results depend on the records, scope and operating context.
Read the documented engagement context →What we need to scope the work
Start with your business type, number of entities, accounting and project systems, close backlog and the reporting question you need answered.
No financial files, customer details, account credentials or private project records are needed in the initial inquiry. Any later access and document transfer are agreed separately.
Start a construction accounting inquiry →A practical engagementEstablish the picture.
Establish the picture.
Stabilize the work.
Make the handoff clear.
- 01 / DISCUSS
Start with the business problem.
Tell us what is late, unreliable or taking too much owner attention. A confidential introductory conversation helps establish fit; no diagnostic is required.
- 02 / DEFINE
Agree the work and price.
Confirm entities, systems, records, priorities, deliverables, review authority, fee and timing. Cleanup and ongoing leadership have different scopes.
- 03 / DELIVER
Deliver the work. Document who maintains it.
Complete the agreed close, reconciliation, reporting or process work. Document outstanding issues, review responsibilities and what your team needs to maintain. Ongoing support is agreed separately.
Project reporting exampleCost to complete.
Cost to complete.
Margin at completion. Billing position.
Review contract value, costs to date, remaining commitments and forecast cost with project owners. Connect the WIP schedule to job-cost records and distinguish billing timing from job profitability.
Inspect the WIP example →