Accounting1 — Shelter Advisory Group

SOFTWARE WE WORK WITH

QuickBooks Online

JobTread

Buildertrend

SERVICES

A back office that speaks builder.

Every project gets its own P&L, coded to your cost codes. You see margin slip before framing's done, not at closing.

Draw-ready backup your lender accepts the first time. Retainage tracked, nothing left on the table.

A monthly WIP schedule with over/under billings, so you and your banker always know where every job stands.

Two planning sessions a year — mid-year and before year-end — with a CPA who prepares and signs every return.

Monthly close by the 10th. Every project job-costed. Every draw ready for the client.

HOW IT WORKS

STEP 1

We take over your file, fix the coding, and map your cost codes. Two weeks, no disruption.

STEP 2

Books closed by day 10. Project P&Ls, WIP, and a cash snapshot in your inbox — plus a human who answers.

STEP 3

Mid-year and year-end planning sessions with Jeff Marino, CPA — who prepares and signs every return.

Client quote