Excel Complete offers construction accounting services focused on job costing, margin tracking, and reporting. As a CPA-led firm, we manage day-to-day bookkeeping and produce consistent monthly financials. As a tech-enabled company, we improve ERP systems and build tools to support better decision-making. Based in the Midwest, we support clients across the U.S.
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Excel Complete provides construction accounting services focused on accurate job costing and reliable monthly financials. As a CPA-led firm, we manage day-to-day bookkeeping, track costs and revenue at the project level, and ensure your financials are consistent, timely, and usable.
Our work centers on job costing, margin tracking, WIP schedules, forecasting, budgets, and variance analysis. We structure your chart of accounts and project tracking so labor, materials, and overhead are captured correctly, giving you clear visibility into project performance and overall profitability each month.
As a tech-enabled firm with in-house developers, we also enhance the systems that underpin your accounting. We refine ERP setups, build workflows, and structure your data so reporting is accurate and easier to maintain. The result is simpler accounting, better data, and stronger decision-making across your business.
Construction accounting services are typically structured as a monthly retainer based on your business size and the complexity of your reporting. This includes bookkeeping, monthly financials, job costing, and ongoing reporting to ensure your financials are accurate and consistent.
Most small to mid-sized construction companies fall between $2,000 and $6,000 per month, depending on project volume, reporting needs, and overall complexity. Larger or more complex environments, including multi-entity operations and advanced reporting, typically range from $6,000 to $10,000+ per month.
For new clients, we offer a one-day on-site engagement for $1,200. We review your accounting, job costing, and reporting, meet with your team, and assess your current systems and workflows. At the end of the session, you receive a clear roadmap for improving your financials, reporting, and operations. On-site consulting is available for organizations near our Ann Arbor, Michigan office, including:
On-site consulting is available for additional locations; travel costs may vary.
We start by understanding your business, current accounting setup, and how data flows through your systems. This includes reviewing your financials, job costing, and reporting, and identifying where processes break down or lack visibility.
We take over day to day accounting, including bookkeeping, monthly financials, and job costing. We structure your reporting to provide clear visibility into margins, project performance, and overall financial health.
We improve the systems behind your accounting. This includes refining ERP setups, building workflows, and organizing your data to support better reporting, forecasting, and operational decisions.
We manage day-to-day bookkeeping and monthly financials to ensure your accounting is clean, consistent, and reliable. This includes recording transactions, reconciling accounts, and maintaining accurate financial statements that reflect your current position.
Our focus is on making your financials usable, not just complete. We structure your reporting so that revenue, costs, and expenses are clearly organized, giving you a reliable foundation for job costing, margin analysis, and overall business decisions.
We track costs at the project level so labor, materials, subcontractors, and overhead are properly captured and aligned to each job. This includes setting up and maintaining job structures, mapping costs correctly, and ensuring transactions flow into the right projects so your financials reflect actual performance.
Our approach focuses on accuracy and structure. We organize how costs are recorded and categorized, and when needed, configure your ERP or build small internal tools to ensure costs are captured correctly. This creates a reliable foundation for understanding profitability across your projects.
We analyze project profitability by comparing revenue against all project costs, including labor, materials, subcontractors, and overhead. This gives you a clear view of margins across jobs and helps identify where projects are performing well or falling behind.
Our reporting includes WIP schedules, budgets, and variance analysis to highlight changes in performance over time. The goal is to provide clear, consistent reporting across jobs so you can understand profitability, catch issues early, and make better decisions.
We improve the systems behind your accounting so data flows cleanly from operations to financials. This includes refining ERP setups, standardizing job and cost structures, and building reporting workflows that eliminate manual steps and delays. The goal is to make everything easier to track, reconcile, and maintain on an ongoing basis.
Once your systems are structured correctly, we can go deeper. This includes connecting reporting tools, improving data visibility, and enabling better analysis across projects. With clean data and consistent workflows, you can move beyond basic reporting into margin analysis, forecasting, and more advanced decision-making around pricing, cost control, and operations.
We also support and build on top of common construction accounting and project systems, including:
These improvements allow your accounting, project management, and reporting systems to work together, giving you more reliable data and a clearer view of your business.
We offer annual benchmarking to help you understand how your business compares to others in the construction industry. Because we manage your accounting, much of this analysis is based directly on your financials and reporting. Data is aggregated and anonymized across clients to provide insight into margins, cost structure, and key performance metrics, helping guide decisions around pricing, cost control, and overall operations.
For clients who want additional insight, we offer an optional survey that includes operational and workforce metrics, such as organizational structure, employee data, and standard measures like NPS. This provides a broader view beyond financials and helps identify opportunities to improve team performance and operations.