Construction Biz Bookkeeping & Payroll Overhaul
Budget: $30 – $250 USD
Bookkeeping & Payroll Setup for Carolina Dozer (Construction/Excavation Business)
Project Scope
I need a reliable bookkeeper/accountant to:
1. Catch Up Books Year-to-Date
• Go through all 2025 transactions and prior if needed.
• Organize, reconcile, and categorize all expenses (fuel, materials, equipment, payroll, insurance, subcontractors, etc.).
• Match receipts, invoices, and deposits against bank/credit card transactions.
2. Payroll & W-9 Support
• Collect W-9s from contractors/subcontractors.
• Help with payroll compliance (I use independent contractors but may expand).
• Ensure proper recordkeeping for tax reporting.
3. Software Setup & Recommendations
• Evaluate and recommend the best bookkeeping software (QuickBooks, Xero, or similar) for my type of construction/excavation business.
• Set up categories, chart of accounts, vendors, customers, and job-costing system.
• Configure the system so I can run monthly reports easily (P&L, expenses by project, etc.).
4. Ongoing Monthly Organization
• Maintain accurate books each month moving forward.
• Reconcile all accounts and provide monthly reports.
• Keep me on track for taxes, payroll compliance, and expense reporting.
Requirements
• Strong experience in bookkeeping for construction/contractor businesses.
• Ability to get my books caught up quickly and accurately.
• Familiarity with U.S. tax requirements, W-9s, and 1099 reporting.
• Comfortable working with bank access (read-only), statements, and receipts.
• Great communicator – willing to ask me all necessary questions and clarify categories.
Deliverables
• Year-to-date books fully reconciled and organized.
• Payroll/W-9 compliance system in place.
• Ongoing monthly bookkeeping process set up.
• Reports and dashboards ready for me to view at any time.
Next Steps
When applying, please:
• Tell me which software you recommend and why (QuickBooks Online, Xero, Wave, etc.).
• Outline your process for onboarding me (bank connections, expense categorization, payroll setup).
• Provide examples of other contractor/construction clients you’ve worked with.
Project Scope
I need a reliable bookkeeper/accountant to:
1. Catch Up Books Year-to-Date
• Go through all 2025 transactions and prior if needed.
• Organize, reconcile, and categorize all expenses (fuel, materials, equipment, payroll, insurance, subcontractors, etc.).
• Match receipts, invoices, and deposits against bank/credit card transactions.
2. Payroll & W-9 Support
• Collect W-9s from contractors/subcontractors.
• Help with payroll compliance (I use independent contractors but may expand).
• Ensure proper recordkeeping for tax reporting.
3. Software Setup & Recommendations
• Evaluate and recommend the best bookkeeping software (QuickBooks, Xero, or similar) for my type of construction/excavation business.
• Set up categories, chart of accounts, vendors, customers, and job-costing system.
• Configure the system so I can run monthly reports easily (P&L, expenses by project, etc.).
4. Ongoing Monthly Organization
• Maintain accurate books each month moving forward.
• Reconcile all accounts and provide monthly reports.
• Keep me on track for taxes, payroll compliance, and expense reporting.
Requirements
• Strong experience in bookkeeping for construction/contractor businesses.
• Ability to get my books caught up quickly and accurately.
• Familiarity with U.S. tax requirements, W-9s, and 1099 reporting.
• Comfortable working with bank access (read-only), statements, and receipts.
• Great communicator – willing to ask me all necessary questions and clarify categories.
Deliverables
• Year-to-date books fully reconciled and organized.
• Payroll/W-9 compliance system in place.
• Ongoing monthly bookkeeping process set up.
• Reports and dashboards ready for me to view at any time.
Next Steps
When applying, please:
• Tell me which software you recommend and why (QuickBooks Online, Xero, Wave, etc.).
• Outline your process for onboarding me (bank connections, expense categorization, payroll setup).
• Provide examples of other contractor/construction clients you’ve worked with.
Related categories:
Accounting
Payroll
MYOB
Financial Analysis
Bookkeeping
Xero
Tax Compliance
Bank Reconciliation