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On Track Solutions Bookkeeping & Notary
For contractors

Financial Reporting & Analysis for Construction & Contractors

Clear reports on the health of your business, explained in language you can understand. Built around how contractors actually make and spend money.

What's included

  • Monthly Profit and Loss and balance sheet
  • Cash flow statement
  • Month-over-month and year-over-year comparisons
  • Custom reports by job, location, or service line
  • Key numbers for your industry
  • Plain-English summary with every report

ProAdvisor Gold

QuickBooks Online certified

7 years

Small business owner experience

Free 45 min

Consultation, no strings

All 50 states

Fully virtual bookkeeping

Construction & Contractors

Financial Reporting that fits the way contractors work

Financial reporting and analysis turns your books into answers. We build the reports that matter for your business and explain them in plain English. You see what is working, what is not, and where your money is going.

General contractors, remodelers, roofers, and specialty trades juggle many jobs at once. Each job has its own materials, labor, and payment schedule. Good bookkeeping shows you which jobs make money and which ones eat your profit.

For contractors, the numbers worth watching are profit per job, job cost vs. estimate, accounts receivable aging, and gross margin. We build your monthly reports around those numbers so you can see at a glance how the business is doing.

On Track Solutions is fully virtual, so it does not matter if you run your business from Dallas, Denver, or anywhere in between. You get one dedicated bookkeeper, Kiana, who learns your business and keeps it on track month after month. Want the full picture? See our main financial reporting & analysis page or everything we do for contractors.

Common speed bumps

Where contractors get off track

01

Job costs get mixed together, so nobody knows which jobs actually made money.

02

Subcontractor payments are hard to track at 1099 time.

03

Progress billing makes it tough to see true cash on hand.

The numbers we track for contractors

  • Profit per job
  • Job cost vs. estimate
  • Accounts receivable aging
  • Gross margin

Pricing

Clear pricing, no surprises

Reporting is included in monthly plans. Custom reporting packages are quoted after your free consultation.

Every engagement starts with a free 45-minute consultation. We look at your accounts, your goals, and your timeline, then give you a flat quote in writing.

Get my quote

How it works

  1. 1

    Pick your numbers

    We agree on the few numbers that matter most for your business.

  2. 2

    Build the reports

    We set up custom reports in QuickBooks Online around those numbers.

  3. 3

    Deliver monthly

    Your reports arrive each month with a short written summary.

  4. 4

    Review together

    We walk through the trends with you and answer your questions.

Why On Track

Why contractors choose On Track Solutions

Certified ProAdvisor

Your books are kept by a QuickBooks Online Certified ProAdvisor (Gold), not an unknown offshore team.

Built for contractors

We track what matters in your world, like profit per job.

Real answers, fast

Questions get a reply within 24 hours. You always know who is handling your books.

Secure and virtual

Everything runs in QuickBooks Online with secure access, wherever you are in the US.

Get your financial reporting & analysis handled

Talk with Kiana about financial reporting & analysis for your contractors business. The first consultation is free.

FAQ

Financial Reporting & Analysis for contractors: FAQ

How much does financial reporting & analysis cost for contractors?

Reporting is included in monthly plans. Custom reporting packages are quoted after your free consultation. Call On Track Solutions at (214) 200-1231 to book a free 45-minute consultation and get a clear quote for your business.

Can you handle financial reporting & analysis for contractors if you are not local?

Yes. On Track Solutions is a fully virtual bookkeeping firm, so we work with contractors in all 50 states. Everything happens securely in QuickBooks Online, by email, and by phone.

What makes On Track Solutions a good fit for contractors?

We focus on small, service-based businesses, and contractors are right in that sweet spot. We track the numbers that matter in your industry, like profit per job and job cost vs. estimate.

Is your financial reporting & analysis team certified?

Yes. Kiana is a QuickBooks Online Certified ProAdvisor (Gold) with 7 years of small business owner experience. Your books are handled by a certified pro, not passed off to a stranger.

How fast can contractors get started with financial reporting & analysis?

Most new clients are set up within one to two weeks of their consultation. Call (214) 200-1231 or send us a message, and we reply within 24 hours.