Dedicated bookkeeping support for construction companies
Dedicated bookkeeping support for contractors: job costing, AIA pay-app prep data, retainage tracking, lien-waiver and COI tracking, and close prep for your CPA.
What does this role do?
A construction bookkeeping assistant codes costs to the right job and cost code, tracks retainage and change orders, prepares data for progress billing, chases lien waivers and subcontractor insurance certificates, and reconciles accounts monthly. Accurate job costing shows which projects actually make money. WIP schedule review and tax work stay with your CPA or controller.
What tasks does the assistant own?
- Job-cost coding of bills, payroll allocations and materials
- Change-order and retainage tracking
- Progress-billing (AIA G702/G703-style) data preparation for your review
- Lien-waiver and subcontractor COI collection and tracking
- Vendor bill entry and payment-run preparation
- Month-end reconciliations and CPA hand-off
What are the guardrails?
- Payment runs approved by you
- No stored online-banking credentials
- WIP schedule and revenue recognition reviewed by your CPA or controller
Which tools do they use?
Your assistant works in your accounts with their own user.
How is success measured?
- Bills coded to a job within 2 business days
- Lien waivers collected before payment
- Days to close
Common questions
Can the assistant prepare our pay applications?
They prepare the schedule-of-values data and backup for your project manager or controller to review and submit.
Do you work in Procore or Buildertrend?
Yes, with their own user, alongside your accounting system.
Related: Bookkeeping · Construction · Construction industry page · Accounts payable controls · AP/AR specialists
Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.