Bookkeeping Built for Builders
Frustrated by reports you know aren’t right and bookkeepers who can’t seem to fix it?
From estimates to close‑out, we keep your numbers clean, current, and decision‑ready—so you can run profitable jobs, not spreadsheets.
Who we serve: Residential, specialty, and light commercial contractors who run on JobTread + QuickBooks Online and want controller‑level accuracy without the corporate overhead.
Whether you’re just getting started or trying to fix a messy setup, we’re here to guide you every step of the way.
Why Contractors Choose Penny Lane U
- True job‑costing, not guesswork. Every cost lands in the right job, phase, and cost code.
- Fast, accurate month‑end. Timely reconciliations and financials you actually use.
- Built for JobTread + QBO. We live in both systems—so your data flows the way it should.
- We get you. 20+ years working with contractors – we know this industry inside and out.
Packages
Basic
Financials
Best for small teams getting current and consistent.
- Monthly P&L, Balance Sheet, Cash Flow
- Year‑end review + CPA coordination
Ideal For
Up to 3 active jobs, small team
Package Ideal For Monthly Starting At*
$1,250/mo
Expanded Financials
For growing contractors who want better visibility and leadership‑ready reporting.
- Everything in Basic
- Expanded KPI set tailored to your business
- Monthly WIP adjustment and analysis
Ideal For
3–10 active jobs, growing contractor
Package Ideal For Monthly Starting At*
$1,850/mo
CFO Financials
For teams that manage multiple active jobs, retention, and draw‑style cash cycles.
- Everything in Expanded
- Monthly strategy meeting with action items
- Unlimited KPIs (we track what you need)
- Budget vs. Actual reporting by job/phase
- Annual Markup Analysis and next‑year Budget Projections
Ideal For
10+ active jobs, complex projects, CFO reporting
Package Ideal For Monthly Starting At*
$3,500/mo
*Pricing varies based on transaction volume, complexity, and reporting scope. All packages include onboarding, monthly reviews, and CPA coordination.
Next Step: After your fit call, we’ll provide a fixed monthly proposal with deliverables, pricing, and an onboarding timeline
What’s Included (Month to Month)
- Processing bank feeds
- Bank and credit card reconciliations
- Loan reconciliation
- Invoicing
- A/R follow up
- Payment receipt & deposit in QBO or JobTread
- Tracking of retention
- Cost and bill entry into JobTread or QBO
- Bill payment remittance with approval workflow
- Vendor statement reconciliation
- A/P follow up
- 1099 vendor management and processing
- Tracking of vendor retention or customer deposits
- Fixed asset purchase entry
- Job‑Costing (setup, mapping, and ongoing accuracy)
- 3rd‑party app management (see systems below)
- Speculative building: WIP & loan tracking, property purchase & sales
- Completed Contract: WIP & customer deposit tracking + custom profitability report
- Class tracking (by division, region, or manager)
- 3rd‑party app or QBO payroll account mapping
- JobTread integration management
- Basic Financials (Monthly): P&L, Balance Sheet, Cash Flow, A/R, A/P, 3 KPIs
- Year‑end review; adjusting entries; CPA liaison
- Expanded Financials (Monthly): Everything in Basic + expanded KPIs +WIP adjustments
- CFO Financials (Monthly): WIP adjustment + Basic Financials + Monthly Meetings + unlimited KPIs + Budget vs. Actual + Annual Markup Analysis & Budget Projections
Not Included: Payroll or payroll reports, Sales Tax, Income Tax Preparation
Our Process
- Fit Call (30 minutes). Confirm systems, scope, and goals.
- Assessment & Plan. Review current QBO/JT setup and design your bookkeeping playbook.
- Onboarding & Cleanup. Map cost codes/items, align JobTread ↔ QBO, install reports.
- Monthly Rhythm. Process A/R & A/P, reconcile, produce financials, review KPIs, and improve.
Systems We Work With
Client Systems:
- QuickBooks Online (QBO)
- JobTread
- QBO Payroll
- Gusto
- Excel
- Google Drive • Dropbox • OneDrive
- Controllr.ai
Internal Systems:
- Reach Reporting
- Financial Cents
- Kajabi
- Fathom
- Zoom • Slack
- WordPress
- Google Drive • Sheets • Docs
- Controllr.ai
What Makes Us Different
- Contractor DNA. We understand cost codes, retention, change orders, and all the lingo.
- JobTread + QBO Specialists. Clean mapping, accurate syncs, no duplicate transactions.
- Management‑level reporting. Your financials tell a story—so we make them easy to read and act on.
- CFO level oversight. Every month your reports are reviewed by our Construction Specialist CFO team.
FAQS
Yes. We can collaborate during onboarding or provide full take‑over—your choice.
No. We produce monthly financials and coordinate with your tax CPA at year‑end.
No—those are out of scope. We do map payroll accounts and costs to jobs/classes.
Secure user invites to QBO, JobTread, and document storage. We follow least‑privilege access..
Typical onboarding is 2–4 weeks depending on cleanup and integrations.