Streamlining Finances & Optimizing Billing for a General Contractor
A solo entrepreneur managing 12+ independent contractors specializing in bathroom and kitchen renovations — from financial chaos to total clarity.
Before Chris
The contractor faced several interconnected financial management issues. QuickBooks had redundant categories and miscategorized transactions, making it impossible to track monthly cash flow or spending patterns.
There was no structured process for client billing and change orders, resulting in missed revenue. And compliance risks were growing — inconsistent W-9 collection from independent contractors and missing 1099-NEC filings put the business at risk with the IRS.
Messy
QuickBooks categories
$0
Cash flow visibility
Missed
Change order billing
None
1099-NEC filings
The System
Transaction Organization
Cleaned up QuickBooks with proper categorization, eliminated redundancies, and established weekly transaction review sessions to keep books current.
Billing & Change Orders
Built a structured process for client billing and change order review — every change order is now documented and billed, protecting revenue.
Financial Statement Analysis
Weekly meetings focused on profitability insights, spending patterns, and financial statement review — the owner now understands exactly where money flows.
IRS Compliance
W-9 collection from all 12+ subcontractors, timely 1099-NEC filings, structured payroll schedule, and proper tax withholding — all in collaboration with the CPA.
After Chris
Clean
Organized books
Full
Cash flow clarity
100%
Change orders billed
Compliant
W-9s & 1099s filed
Having someone who actually explains what our numbers mean changed how we run the business. Clean and organized books enabled us to scale confidently while staying IRS compliant.
Business Owner
General Contracting Firm, AZ
Your finances deserve real clarity.
Book your free call and find out what your numbers are really telling you. One person. One relationship. Real answers, not reports that collect dust.
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