I help Construction Contractors — HVAC, Plumbing & Electrical across Texas & Florida clean up job costing, WIP reporting, AIA progress billing and retainage tracking — so month-end profit per job is finally clear. Powered by QuickBooks Online + Knowify / Procore / Jobber.
My full name is Murugeshwari (Moo-roo-gesh-wa-ree) — my clients call me Gesh. In the trades, Gesh = Cash — and I'm here to make sure you always know where yours stands.
I specialize in bookkeeping for HVAC, plumbing, and electrical contractors — job costing per job, WIP reporting, and month-end profitability that actually makes sense. I don't just record numbers — I keep them accurate, clean, and audit-ready, so owners can trust what they see.
Most trade contractors don't realize their books are bleeding margin — until tax season, a bonding review, or a refinance falls through. Messy books = missed deductions + wrong job pricing + audit risk.
Are your job costs all dumped in one bucket? Don't know which service tickets are actually profitable? I fix that — fast, remotely, and without disrupting operations.
I use QuickBooks Online integrated with Knowify, Procore, and Jobber to turn chaotic, backlogged books into clean, decision-ready financials — so you can focus on running crews and closing jobs, not bookkeeping.
Construction accounting is not regular bookkeeping. AIA billing, retainage, WIP, lien waivers, certified payroll, change orders — these are not extras, they are the job. Here is exactly what I handle for construction contractors every month.
Schedule of Values, G702 / G703 style applications for payment, draw schedules tied to % complete — fully reconciled to QBO income.
G702 · G703Separate Retainage Receivable and Retainage Payable accounts. Tracked per job, per customer, per sub — released only when contract terms are met.
AR & AP RetentionMonthly Work-In-Progress: contract value, costs to date, % complete, billed to date, overbillings & underbillings — exactly what your bonding company and CPA want.
Bonding ReadyApproved, pending and disputed COs tracked against original contract value. No more "I thought we billed for that" surprises at close.
CO LogConditional & unconditional waivers tracked per draw and per sub — so payments never go out without the right paperwork in hand.
ComplianceI split labor hours, burden and fringes by job and phase in QBO/Knowify so every job shows real labor cost. Your payroll provider (Gusto, ADP, QBO Payroll) runs and files the actual payroll — including any certified-payroll reports for prevailing-wage work.
Back-Office SupportW-9s, COIs, 1099s, vendor onboarding ledger — every sub vetted before a check goes out. 1099 season becomes a non-event.
W-9 · COI · 1099WIP, job-level P&L, balance sheet, AR aging by job — packaged the way sureties, banks, and CPAs actually want to see them.
Audit ReadyGeneric bookkeepers record transactions. Construction bookkeepers track contract value, retention, and % complete — so owners know real job profit, not just cash in the bank. That is the difference between a healthy backlog and a failed bonding renewal.
Serving Texas & Florida construction & specialty-trade contractors — new construction, commercial, bonded, design-build and residential service shops running 2–25 active jobs.
Service + install shops who need to know per-truck and per-job margin.
Service plumbers, re-pipe specialists, and new-construction subs.
Residential, commercial, and solar EC's running multiple crews.
GCs, design-build firms and construction subs running multiple bonded jobs.
Already on one of these? I plug right in — no disruption to your dispatch or field ops.
Full-service QBO bookkeeping, class tracking, job costing, job-level P&L.
QBO Advanced ProAdvisorJob costing, contracts, progress billing and WIP for specialty trades.
Knowify Certified AdvisorConstruction project management, budgeting, change orders — connected to clean books.
Procore CertifiedField service scheduling, invoicing & QBO sync for HVAC, plumbing & electrical service shops.
Jobber Partner →Each package is scoped to how your construction shop actually runs — not a generic retainer.
For HVAC / plumbing / electrical service shops on Jobber + QBO.
For shops doing service + install / new construction on Knowify or QBO.
For commercial trade contractors on Procore + QBO running bonded jobs.
Full construction back-office for GCs & specialty subs running multi-job, bonded work.
Step-by-step — every month, without exception. Same checklist every close.
All bank and credit card accounts reconciled to month-end — every transaction accounted for.
Labor, materials, and subs allocated to the right job number in QBO + Knowify/Procore/Jobber.
% complete, overbillings, underbillings refreshed — no surprises for bonding or lenders.
Vendor payments reviewed, W-9s tracked, 1099 status kept current all year.
Both statements + per-job P&L reviewed for unusual amounts before anything ships to you.
P&L, Balance Sheet, WIP and job-level P&L — saved in a shared folder, accessible anytime.
Client names kept private. Numbers are real.
A small plumbing GC running 8 active commercial jobs had all costs dumped into one account. No job costing. WIP schedule hadn't been touched in 4 months. Bonding company was asking questions.
Set up job costing in QBO with a class per project. Built a monthly WIP schedule using Knowify data. Identified $23,000 in underbillings the owner didn't know existed.
A residential HVAC shop on Jobber + QBO was running install and service revenue into the same buckets. Material costs weren't tied to tickets. Maintenance agreement money was hitting income as cash came in.
Split install vs service P&L. Wired Jobber line items to QBO classes per truck. Moved maintenance agreements to deferred revenue. Cleaned 9 months of misclassified entries.
Those are my specialty trades inside the broader construction umbrella. I also work with mechanical, low-voltage, solar EC's and general construction subs. If your shop runs jobs with contracts, draws and retainage, I'm a fit.
Yes. I prepare AIA-style Applications for Payment with Schedule of Values, % complete and retention — and reconcile every approved draw back to QBO + Knowify or Procore. Your GC, owner and surety all see the same numbers.
Retainage is booked into dedicated Retainage Receivable and Retainage Payable accounts (never mixed with regular AR/AP). Tracked per job and per sub, released only when contract terms are met — so cash forecasting actually works.
Yes — monthly CFMA-style WIP with contract value, costs to date, % complete, billed to date, over/under billings. Delivered in a format your surety underwriter and CPA already know how to read.
I'm a bookkeeper, not a payroll provider. For Davis-Bacon or state prevailing-wage projects, your payroll provider (Gusto, ADP, QBO Payroll, etc.) runs the actual payroll and files the certified-payroll report. My job is the back-office side — splitting labor hours, burden and fringes by job and phase in QBO/Knowify so your job costs and WIP stay accurate.
Yes — I send clean, tax-ready books directly to your CPA so you aren't stuck in the middle. Your accountant gets organized financials, and you get a smoother, cheaper tax season.
TX & FL are my primary focus because that's where most of my contractor clients run. I do take a limited number of out-of-state contractors — book a call and we'll see if it's a fit.
QuickBooks Online (Advanced ProAdvisor) as the financial backbone, integrated with Knowify, Procore, or Jobber depending on how your shop runs. I'll recommend the right stack on the discovery call.
Absolutely — this is one of the most common situations I step into. We start with a free diagnostic, build a catch-up plan, and move to monthly bookkeeping once everything is clean.
Plans are tiered by number of active jobs, trucks, and transaction volume. As you grow, we simply adjust — no surprise bills. Everything is agreed upfront before we start.
30 minutes, no pitch. We'll look at your current QBO + Knowify / Procore / Jobber setup and pinpoint exactly where margin is leaking — before your next bonding review, refinance, or tax season.
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