Project income and expenses can become difficult to follow when several jobs are moving at once. We help organize your QuickBooks Online records so deposits, invoices, job purchases, and business expenses have a clear place.
From a deposit to the final invoice, the records should show what was billed and what was received. We organize the supporting information around your actual billing process so project payments do not disappear into an unexplained total.
Materials, subcontractor payments, and other direct costs need consistent records.
We discuss whether project-level tracking is part of your plan and keep it distinct from general operating expenses.
Clearer records support a review of spending, unpaid invoices, and business performance. They also help you provide organized information to your tax professional when needed.
We begin with a consultation, review your QuickBooks Online setup, and agree on the services.
You share statements and supporting records through the process we establish together and answer transaction questions.
We complete the bookkeeping and reports included in your plan.
If the books are current, we can discuss a monthly routine. If prior periods are incomplete or balances are unclear, cleanup is reviewed and quoted separately. Invoice and bill support can be added to a clear service plan.
Contracting work generates paperwork from several directions at once: customer deposits, progress payments, supplier invoices, subcontractor bills and equipment costs. A clear structure keeps each of those from blending into a single total.
Customer payments often arrive before, during and after a job. Recording them against the right customer and project makes it easier to see what has been billed, what has been received and what is still open.
Purchases for a specific job are easier to review when they are identified with that job instead of being grouped with general operating expenses.
Payments to subcontractors need consistent records showing who was paid, how much and for which work. Ask your tax professional which documents to collect from each subcontractor.
Tools, fuel, insurance and office costs support the whole business rather than one job. Keeping them separate helps you compare job costs with overhead.
We can review historical periods and quote the work based on the documents and condition of the books.
We discuss the tracking you need and confirm whether your software, records, and engagement support it. Additional reporting is not automatically included in every plan.
Job-level reporting depends on how transactions are tracked in QuickBooks Online and on what your subscription supports. We discuss the level of project tracking you need before work begins and confirm what is included in the agreed scope.
Mixed spending makes records harder to review. We can help organize what is already there, and it is worth talking with your tax professional about keeping business and personal transactions separate going forward.
We agree on a simple way to share them, such as uploading documents or connecting accounts, and we ask questions about anything unclear so it can be recorded correctly.
Lighthouse provides bookkeeping and reports. Tax preparation and filing are separate services handled by a tax professional, and organized records make that work easier.
Related: Plans and pricing
Other industries we support: Electrician bookkeeping · Landscaping bookkeeping · HVAC bookkeeping
Start with a free conversation about your records, reporting needs, and the support that fits.
