See the cost of doing the job
Customer deposits, progress invoices, materials, subcontractors and equipment all affect the financial picture. We help you record them consistently and discuss reporting that suits your business. Vehicle and tool expenses need evidence and the correct treatment, including any private use.
How we can help
- Receipts and supplier bills
- Job and project cost records
- Customer invoices and deposits
- Subcontractor payment records
- BAS and payroll support
- Equipment and vehicle records
A process that fits your business
We begin with your existing software, reporting needs and the way work is approved. You tell us which information is already available and where the process becomes difficult. We then agree responsibilities, a record collection routine and a reporting schedule. We work with Xero, MYOB and QuickBooks and can coordinate with your existing accountant.
What to expect from our support
Your scope can cover a specific task or a combination of bookkeeping, BAS, payroll and reporting. We identify missing information and explain questions in plain language. Fees depend on transaction volumes, systems, complexity and the services included. You receive a quote before the agreed work begins.
Getting started
Tell us about your business structure, accounting software and the work you want help with. We review the information and agree the scope, responsibilities and fee before beginning. Existing accountant relationships can be retained, with a clear handover of the records needed.
During onboarding, we confirm access permissions, document collection and any authority required for lodgements. You keep control of approvals and receive questions where a transaction or decision needs your input.
Common questions from tradies and construction businesses
Can materials, subcontractors and labour be tracked against each job?
Yes, where invoices, receipts and timesheets carry a consistent job reference. We can group direct costs with the related customer invoices and separate general overheads. This helps you compare the recorded costs with the quote and identify jobs where materials or labour are running over budget.
How should customer deposits and progress payments be recorded?
Keep the accepted quote or contract, deposit request, progress invoices and payment references together. We reconcile each receipt to the job and the amount still owing, using the accounting and GST treatment agreed for your circumstances. This helps prevent a deposit being counted again when the final invoice is paid.
What subcontractor records help with a Taxable payments annual report?
Keep each contractor's name, address, ABN, invoices and payment history, including the GST component where applicable. Building and construction businesses that pay contractors may need to lodge a TPAR. We can organise the payment records and confirm the reporting scope and lodgement responsibility during onboarding.
What should I keep for work utes, tools and financed equipment?
Keep purchase invoices, finance documents, repayment schedules and records showing business and private use. Link hire costs or consumables to jobs where possible. We separate equipment purchases and finance balances from day-to-day expenses so your tax practitioner has the information needed to assess the correct treatment.
How can I stay on top of receipts when I am on site all day?
Send a clear receipt image with the job reference and a short note about what was purchased through the document channel agreed with us. Include supplier invoices and credit notes as well as card receipts. A regular collection routine helps resolve missing details while the job is still fresh.
Further guidance: ATO: Contractor payment reporting ↗
