Outsourced bookkeeping for custom home builders
What a good provider does every month, and the questions to ask.
Short answer: Outsourced bookkeeping for a custom home builder means a remote team closes your books each month, codes every cost to the right house and cost code, tracks draws and change orders, and reports margin by house. You keep control of payments and approvals, and your CPA still handles tax. It replaces doing it yourself or a generalist bookkeeper.
What should be included
- Bank, card and loan reconciliations
- Every cost coded to a house and cost code
- Change order log, billed and unbilled
- Lender draw package prep
- Job cost report by house each month
- A firm close date and a review call
Questions to ask any provider
- Can I see a sample job cost report and WIP schedule?
- What is your close date after month end?
- Who reviews the work before it reaches me?
- Do you ever hold payment authority?
- How do you work with Buildertrend or JobTread?
How we do it
Our team does the monthly work, and our founder reviews every close before it reaches you. We target a closed month within 10 business days of month end. See how it works.
Common questions
Will I lose control of my money?
No. You approve and release every payment. We never hold payment authority.
Do you work in my state?
We work fully remote with builders anywhere in the US.
Do you replace my CPA?
No. We work alongside your CPA.
Related
By John Mos, Founder. Updated . We do not give tax or legal advice. Please ask your CPA or attorney.
See where your margin goes, house by house.
Tell us about your homes and your books. If we are a fit, we start with a $750 Job Cost Checkup: written findings and a fixed quote in 10 business days, credited to your first month if you sign up.