Stop trying to do it all.
Hand over your accounting and get back to doing what you love - building your clients’ dream homes.
Financial Experts for Motivated Builders
Our financial and business experience allows us to act as your accountant, bookkeeper, tax preparer and financial advisor - all for less than the cost of hiring a dedicated bookkeeper.
We use software like Quickbooks to track all of your expenses and receipts, while pairing it with a project management solution like CoConstruct or Buildertrend to keep up with your project budgets and progress draws.
Your books stay as clean as your job sites and we tax plan all year so you’re never surprised when April comes around.
You’ll love the arrangement. You build beautiful homes and we’ll handle all the paperwork!
1 to 1
You need a partner you can call. You need someone with more than just answers. That’s what you’ll get with SHELTER. Each client is assigned a dedicated SHELTER advisor for all your needs. Call them anytime.
Recommended Technology Package
We’ve spent years working with builders and different software to come up with a recommended technology package that works for our clients. As part of your on-boarding, a SHELTER advisor will get you set up on these platforms and get you building with even more insight into your business and individual projects.
QuickBooks Online is allows you to see bank balances, check your costs and pay bills anywhere you are at home, at the office or on a jobsite, have your business financials at your fingertips.
Project management tools like Buildertrend and Co-Construct allow you to solicit bids from subs, use those bids to create a project estimate and then track your costs against that estimate. SHELTER advisors all have training in Buildertrend and Co-Construct and can make sure you are using the software to its full capability.
