Bookkeeping, Payroll & Advisory Services

Built for the

Boots

on the ground.

From accurate monthly bookkeeping and payroll, to proactive financial strategy, we help construction companies and service-based businesses understand their numbers, improve cash flow, and make confident decisions.

Book a Call
Explore Packages

You’re working hard. But is your business working for you?

We’re busy, but I don’t know if we’re actually profitable.

Payroll, subcontractors, and job costs are getting hard to keep track of.

My QuickBooks is a mess and I don’t know where to start.

Tax payments always catch me by surprise.

I need someone who can explain my numbers—not just send me reports.

My reports say we’re profitable, but my bank account tells a different story.

You shouldn’t have to guess if your business is making money.

Running a construction or trade business is hard enough without wondering where your cash went, whether a job was actually profitable, or if tax season is about to bring another surprise.

Whether you’re months behind on bookkeeping, struggling to understand your numbers, or simply need a financial partner who understands how contractors operate, we’re here to help.

Balance

Essential Bookkeeping

Keep your books accurate, organized, and up to date so you always have reliable financials and can focus on running your business.

Get started

What’s Included:

  • Monthly Bookkeeping (Transaction Coding & Reconciliations)
  • QuickBooks Online Management
  • Monthly Profit & Loss and Balance Sheet
  • Monthly Financial Reporting
Build

Bookkeeping + Financial Advisory

Go beyond clean books with reporting, job costing, and quarterly financial guidance to help you make more informed business decisions.

Get started

What’s Included:

  • Everything in Balance
  • Cash Flow Statement
  • Job Costing / Class Tracking
  • Accounts Payable (up to 10 bills/month)
  • Payroll Coordination
  • Subcontractor (1099) Tracking & Filing (up to 5)
  • Monthly Financial Summary with Trends & Key Insights
  • Fathom KPI Dashboard
  • Quarterly Financial Advisory Meeting
Elevate

Ongoing CFO Advisory

Combine full-service bookkeeping with high-level financial strategy, cash flow planning, and ongoing advisory support to help you lead your business with confidence.

Get started

What’s Included:

  • Everything in Build
  • QuickBooks Desktop Support
  • Accounts Payable (up to 20 bills/month)
  • Accounts Receivable (up to 10 invoices/month)
  • Certified Payroll / Davis-Bacon Compliance
  • Multi-entity or Multi-location Bookkeeping
  • Workers’ Compensation Audit Support
  • Sales Tax Filing
  • Monthly Advisory Meetings
  • Cash Runway Modeling & Scenario Planning
  • Budget vs. Actual Reporting
  • Quarterly Tax Planning
  • Coordination with CPA
  • Annual Strategic Planning Meeting
  • On-call Advisory Support

Need help getting your QuickBooks back in shape?

Whether your books need a thorough clean-up or you’ve simply fallen behind, our standalone QuickBooks services will get your financial records accurate, organized, and ready to move forward.

Got duplicated transactions, wrong entries, miscategorized expenses, or missing data? Sounds like it’s time for a QuickBooks clean-up! After we’re done, your financial records will be accurate, up-to-date, and totally tax-ready to rock and roll!

What’s Included:

  • Reconciling Accounts
  • Fixing Incorrect Transactions & Journal Entries
  • Deleting or Voiding Duplicate Transactions
  • Organizing & Categorizing Transactions Correctly
  • Reviewing Financial Reports for Discrepancies

Starting at $1200*

Book a Call
*Pricing is determined by the number of accounts and complexity of the clean up.

If you’ve fallen behind on entering transactions or reconciling accounts, a QuickBooks catch-up will have your books back on track in no time! Once you’re caught up, your Quickbooks will accurately reflect your current financial situation.

What’s Included:

  • Entering Transactions That Haven’t Been Recorded Yet
  • Reconciling Multiple Months or Accounts
  • Catching up on Overdue Tasks (Invoicing, Bill Payments, Bank Reconciliations)

Starting at $1200*

Book a Call
*Pricing is determined by the number of accounts and complexity of the catch up.
One thing I liked about using baneBerry is Morgan!

She is always available and is so incredibly helpful. Business acquisition has been a breeze with her support and help. Thank you, Morgan!

Ann Zissu
Scale Food Labs
Morgan has been our bookkeeper from the start.

She set up our books and systems right away and was super helpful in helping me understand how things work in the bookkeeping world. I would highly recommend baneBerry to any business that needs a bookkeeper who is knowledgeable, dedicated, and responsive. Morgan is always friendly and super efficient, completing all that is needed to run a business smoothly.

Tad Tandler
Tad's Dad's Chili
Morgan has helped compile all the expenses for my business to prepare for taxes.

Her help has saved me several hours in trying to do it all myself. And the best part is I finally don’t have to worry about getting my taxes done on time!

Jason B.
Mountain State Landscape Services, LLC
We cannot say enough good things about Morgan and how easy she is to work with.

As other reviews have expressed, Morgan always goes above and beyond to address any of our needs and requests. Once Morgan was on our "team" I felt 10 times better about our accounting.

Justin Chinchen
Custom C.
Morgan is always willing to help in any way that she can.

She has done a great job and has improved many things for our company since she started. I have found the experience to be positive and helpful. It is easy to talk with Morgan about different situations and ideas. We are glad Morgan is here.

Anna Moore
Brighton Pediatrics
I don’t know what I would do without Morgan.

Her eye for detail and numbers is a lifesaver to me in my business. This is finally one area of my business that I don’t have to stress over anymore and I can focus on running the other aspects of my business.

Linda J.
Mountain Man Welding and Fabrication, Inc.
Morgan is great to work with!

We have complex invoicing and payroll needs and she managed the chaos and ever-changing needs so well!

Carly Szymanski
Confidence Interval
Morgan does an awesome job!

I was looking for someone to take care of my bookkeeping to get it off of my plate. Morgan stepped in and handled everything where I didn’t have to worry about a thing. Best investment!

Hannah Waldrup
Dear Brunch Design
Step 1

Book an Intro Call

Every business is different. During your discovery call, we’ll learn about your construction or service business, your current bookkeeping process, and your financial goals. We’ll answer your questions, discuss any challenges you’re facing, and recommend the service package that’s the best fit.

Step 2

Onboarding

Once you’re officially a client, we’ll send over your engagement paperwork and invite you to our secure client portal. From there, you’ll securely upload important documents like bank statements, receipts, and any information we need to get your books up and running.

Step 3

We Get to Work

Our team will reconcile your accounts, categorize transactions, manage your QuickBooks, and ensure your financial records are accurate and up to date. We can also help organize job costing, subcontractor expenses, payroll coordination, and project financials based on your service package.

Step 4

Build a Stronger Business

Each month, you’ll receive reliable financial reports that give you a clear picture of your business. As your needs grow, we’ll help you understand your cash flow, monitor project profitability, plan for hiring and equipment purchases, and make confident financial decisions through ongoing advisory and strategy sessions.

Real Client Stories

Stronger Cash Flow Starts with Faster Collections

An IT company was struggling with inconsistent cash flow despite having a healthy business. The problem wasn't overspending—it was slow-paying clients and an aging accounts receivable balance.

BaneBerry developed a streamlined collections process, cleaned up outstanding receivables, and implemented systems to keep invoices on track moving forward. The result was healthier cash flow, greater financial stability, and more working capital to invest back into the business instead of waiting on unpaid invoices.

Real Client Stories

Getting Compliant Without Missing a Beat

A growing construction company came to Baneberry relying on subcontractors for work that should have been classified as employees—a common issue in the trades that can lead to significant tax and compliance risks.

We implemented a proper payroll system, set up payroll tax reporting, and carefully calculated new pay rates to ensure the transition had minimal impact on cash flow. Today, the company operates with compliant payroll processes, organized financial systems, and the peace of mind that comes from knowing their business is built on a solid foundation.

Real Client Stories

From the Checkbook to Real Job Costing

Like many trades professionals, this excavation company owner knew the jobsite inside and out—but bookkeeping and back-office operations weren’t where he wanted to spend his time.

BaneBerry took over payroll, accounts payable, accounts receivable, and implemented job costing so he could accurately track profitability on every project. With organized books and clear financial insights, he can focus on running jobs, growing his business, and doing the work he loves.

Real Client Stories

A $32,000 Save Hiding in Plain Sight

When a concrete contractor’s previous bookkeeper moved on, they partnered with BaneBerry Bookkeeping to keep things running smoothly. While the books appeared to be in good shape, a closer review uncovered outdated accounts receivable and a costly reporting error: material vendors had been incorrectly classified as subcontractors, inflating the company’s insurance premiums year after year.

After cleaning up the books and correcting the vendor classifications, baneBerry helped the company save approximately $32,000 in insurance premiums in the first year alone. Today, they have organized, accurate financials—and the confidence that their books are working for their business, not against it.

Next Story

You've Got Questions.
We've Got Answers.

Yes! We specialize in bookkeeping for construction companies and service-based trades, including HVAC, plumbing, electrical, landscaping, roofing, excavation, and other contractor businesses. Our systems are designed to support job costing, subcontractor tracking, payroll coordination, and the financial reporting contractors need to make informed decisions.

Every monthly bookkeeping package includes accurate transaction categorization, account reconciliations, financial reporting, and QuickBooks management. Higher-tier plans add services like job costing, accounts payable, payroll coordination, financial dashboards, cash flow planning, and strategic advisory.

Our Balance package is ideal for businesses that need reliable monthly bookkeeping. Build is designed for growing companies that want job costing, KPI reporting, and quarterly financial guidance. Elevate is best for established businesses looking for ongoing financial strategy and fractional CFO-level support.

Yes! We work in QuickBooks Online, which is required for our monthly bookkeeping services. If you already have an account, simply invite us to your file. If not, we can help you get set up.

Absolutely. Our QuickBooks Cleanup service is designed to correct duplicate transactions, reconcile accounts, fix inaccurate entries, organize uncategorized expenses, and ensure your financial reports are accurate and tax-ready.

Yes. A QuickBooks Online subscription is required to work together. If you already have one, simply grant us access. If not, we can provide a discount on the subscription and assist with setting up your account.

Yes. If you’ve fallen behind on bookkeeping, our QuickBooks Catch-Up service will bring your books current by entering missing transactions, reconciling accounts, and completing overdue bookkeeping tasks so your financials accurately reflect your business.

Yes. Our Build and Elevate packages include job costing and class tracking, helping contractors understand the profitability of individual jobs, projects, or crews.

We coordinate payroll with your payroll provider to ensure wages, payroll liabilities, and financial records are accurately reflected in your books. Our Elevate package also includes certified payroll and Davis-Bacon compliance support for qualifying businesses.

Yes. We track subcontractor payments and prepare 1099 filings as part of our Build and Elevate bookkeeping packages, helping contractors stay organized and compliant.

No. We are not CPAs and do not prepare or file income tax returns. Our role is to maintain accurate, organized financial records and work directly with your CPA by providing everything they need for tax preparation. If you don’t already have an accountant, we’re happy to recommend one.

No. Our bookkeeping services do not require a long-term contract. To get started, we simply ask clients to sign an Engagement Letter outlining the scope of services and responsibilities. You can cancel your monthly service at any time.

Balance clients receive monthly financial reports by the 20th of each month. Build and Elevate clients also receive additional reporting, financial insights, KPI dashboards, and strategic meetings based on their service level.

A bookkeeper keeps your financial records accurate and organized. A CFO advisory goes a step further by helping you interpret your financial data, forecast cash flow, plan for growth, evaluate profitability, and make strategic financial decisions. Our Elevate package combines full-service bookkeeping with ongoing financial strategy.

Yes! Because our bookkeeping services are cloud-based through QuickBooks Online, we work with businesses across the United States.

Book a discovery call to tell us about your business, current bookkeeping, and goals. We’ll recommend the best service package, answer your questions, and outline the next steps for getting your books organized and your financials working for you.