Workflow Automation for CPA Firm Serving Construction Clients

Industry

CPA Firm (Construction & Trades)

Services Provided

Job Costing, Accounts Payable Management, Construction Bookkeeping

Location

Dallas, Texas

Engagement Duration

Since January 2024

The Challenge

The CPA firm supported contractors and developers, but struggled with:

  • Manual Job Costing: Labor, materials, and equipment weren’t tracked per project.
  • AP Bottlenecks: Vendor invoices caused delays and cash flow issues.
  • Unstructured Bookkeeping: No integration with project management tools.

Our Solution

We offered construction-specific outsourced accounting:

Job Costing & Project Reporting

  • Synced QuickBooks Online with Buildertrend and CoConstruct.
  • Delivered weekly project-level budget vs. actual reports.

Vendor Management

  • Handled all AP entries, approvals, and aging schedules.
  • Created consistent workflows for purchase orders and payments.

The Results

After just six months of working with us, the business experienced tangible improvements:

Metric Before After
Job Costing Accuracy Inconsistent & Manual 100% Project-Based
AP Turnaround Time 8–10 Days 3 Days
Construction Client Retention 72% 95% Over 6 Months

Key Takeaways

  • Outsourced bookkeeping for construction companies improves job costing.
  • CPA firms gain a competitive edge with real-time project tracking.
  • AP automation boosts client trust and operational efficiency.

Client Testimonial

Now we provide real-time job costing and reports to our contractor clients. That’s next-level service.

Partner, Construction CPA Firm

Dallas

Construction Accounting, Outsourced and Optimized

Job costing. AP workflows. Real-time reporting.

Schedule a Free Consultation Today

Connect with Our Experts

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.