Construction Business QuickBooks CleanupPick a time to open one job
A short call about the job that stopped making sense. Starting from a month that no longer ties is completely ordinary.
What we will ask
We will ask which job worries you, when the bank last matched, and whether the contract is one price or a split between labor and materials. We will ask who runs payday. If nobody does, that is a useful answer. We will not ask you to screen share a menu before we have heard the job.
Have the last bank statement nearby if you want, and the contract if it is easy to reach. If the only thing in reach is the worry, that is enough to begin. You will be talking to the Steven Palmieri practice. The phone in the footer reaches the same people if you would rather talk than use the calendar.
What the call is not
Choosing an hour leaves every job file exactly as it was. The hour does not quote a fee for a scope we have not seen, and it does not sign anything. If the honest answer is that you need a different firm for a signature on examined figures, we will say that on the call. Signatures on examined figures are refused on the disclosures page, where that refusal is spelled out.
If the calendar below is quiet, use the phone. The note you already sent, if you sent one, is read before anyone calls back, so you do not have to tell the job twice.
What to have within reach
A contract, even a short one, tells us whether the price is one number or a split between labor and materials. A bank statement tells us whether the month was ever matched. A pay request tells us whether a draw has a date. If you have none of those on the call, we still start. We will say which one to send before a cleanup month is worth opening.
The call is about one job, not a tour of every year you have been building. If that job is a house and the next one is a shop, say so, because those two do not share a sales tax path. If payday is already with a provider, name them. If it is a patchwork, say patchwork. Either answer keeps the hour honest.
Choose a time
The times load when you ask for them. If they stay blank, that same phone reaches the practice.