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SIMPLY BALANCED BOOKKEEPING

Mastering your books so you can build with confidence

Specialized bookkeeping for builders, contractors, and subs

Our Specialized Services

Industry-Specific Bookkeeping for Construction

Tailored Financial Solutions

We go beyond basic bookkeeping to provide actionable insights into profitability, operational efficiency, and areas for improvement. Whether you're general contractor, specialty trade, remodeler, or developer, our dedicated team is committed to optimizing your financial management and helping your business succeed.

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  • Job costing by project

  • Tracking labor vs. materials

  • Retainage management

  • Progress billing (AIA or custom)

  • Compliance with IRS / AIA Standards

Comprehensive Financial Management

Accurate Job-Level Reporting

Accurate and organized financial records are vital in construction. We deliver job-level reporting, cash flow forecasting across multiple projects, and clear financial insights—so you know which jobs are profitable before you break ground.

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  • Accurate job-level financial reporting

  • Managing cash flow across multiple jobs

  • Forecasting for seasonal workflows or bid cycles

Strategic Business Consultation

Proactive Project Financial Guidance

Our consulting services help contractors make smarter project decisions. From forecasting cost-to-complete to analyzing bid vs. actual performance, we’ll help you navigate project risk, improve margins, and achieve sustainable growth.

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  • Bid‐vs‐actual comparisons

  • Equipment depreciation and ROI

  • Cash flow during lien periods or extended build time

  • Risk mitigation in fixed-price contracts

Construction Bookkeeping Essentials

Construction isn’t like other industries — the numbers need to match the job site. We simplify the complexities so you can stay focused on building.​

Here’s what we help you track:​

​Job costs by phase or project

Progress billing & retainage management

WIP & cost-to-complete reporting​

Payroll allocation to jobs (including certified payroll)

Multi-entity & joint venture tracking

Compliance with AIA & IRS standards

Clear financials, profitable jobs, and peace of mind for builders and contractors.

Meet Our Team

At Simply Balanced Bookkeeping, we’re more than number-crunchers — we’re partners who understand the unique financial challenges of the construction world. From general contractors and specialty trades to developers and multi-entity groups, our team is committed to helping you keep projects profitable and compliant.

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What sets us apart:

  • Construction expertise – job costing, retainage, WIP reporting, and AIA billing.

  • Software know-how – QuickBooks Contractor/Enterprise, QBO with Knowify, Gusto, and more.

  • Hands-on support – reports plus guidance to help you make confident project decisions.

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Our goal is simple: to take the stress out of construction bookkeeping so you can focus on building.

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