Virtual Office / Bookkeeping & Back-Office Support

Bookkeeping &
Back-Office.

Managed bookkeeping, payment reconciliation, receipt management, and financial reporting — handled through JSV and QuickBooks.

QuickBooks Integration Monthly Statements Job Cost Tracking

Bookkeeping active

Reconciled98%
1099s Ready12
Transactions
342
Reconciled
98%
Receipts Filed
156
Jobs Costed
8
1099s Ready
12
Monthly P&L Summary — June 2026

Revenue

$184,200

12 invoices paid

Expenses

$127,350

Labor, materials, subs

Net Profit

$56,850

30.8% margin
Job Profitability
Kitchen Remodel — Davis
34%
Bathroom Suite — Patel
28%
Deck Build — Thompson
41%
Basement Finish — Chen
22%
Roof Replace — Williams
31%
Addition — Garcia
18%
Recent Transactions
Home Depot — lumber materialsToday
Categorized
Rivera Electrical — sub paymentYesterday
Reconciled
Client payment — Davis kitchen2d ago
Matched
Fuel expense — company truck3d ago
Filed

What it is.

A dedicated bookkeeper manages your financial records through JSV's QuickBooks integration. They handle transaction categorization, receipt management, accounts payable and receivable, monthly statements, job costing, and tax preparation — so your books are always clean and your numbers always clear.

Contractors hate bookkeeping. We keep books clean so you always know where your money is. All data flows through JSV's QuickBooks integration, receipts come in via document upload, and job costs pull from the costing module. You get monthly statements, project profitability reports, and tax-ready records without lifting a finger.

What they do.
6 core functions.

Transaction Categorization & Reconciliation.
Classify all income
Match bank and
Identify and resolve

Classify all income and expenses into the correct chart of accounts categories

Match bank and credit card transactions to invoices and bills monthly

Identify and resolve discrepancies between books and bank statements

Maintain clean, audit-ready records with consistent categorization standards

Receipt Management.
Capture and digitize
File each receipt
Attach receipts to

Capture and digitize paper and email receipts as they come in

File each receipt to the correct transaction and expense category

Attach receipts to job-specific cost records for project-level tracking

Maintain organized receipt archives for tax season and audit readiness

Accounts Payable & Receivable.
Track bills from
Monitor outstanding invoices
Send payment reminders

Track bills from suppliers, subcontractors, and material vendors

Monitor outstanding invoices and flag overdue client payments

Send payment reminders and follow up on aging receivables

Maintain clear visibility into what you owe and what you're owed

Financial Statements.
Prepare monthly profit
Generate balance sheets
Produce cash flow

Prepare monthly profit & loss statements showing revenue vs. expenses

Generate balance sheets with current assets, liabilities, and equity

Produce cash flow summaries so you always know your runway

Deliver reports in a clear format with notes on key changes and trends

Job Cost Reporting.
Break down labor,
Calculate gross profit
Identify which project

Break down labor, materials, and sub costs by individual project

Calculate gross profit and margin for every job you complete

Identify which project types are most and least profitable

Provide cost-vs-estimate comparisons so you can improve future bids

Tax Prep & 1099s.
Organize all financial
Compile sub-contractor payment
Ensure deductions are

Organize all financial records and documentation for your CPA

Compile sub-contractor payment records for 1099 filing

Ensure deductions are properly categorized and documented

Prepare year-end packages so tax season is stress-free, not a scramble

What they
don't do.

We keep your books — you make the financial decisions.

File taxes or provide tax advice
Run payroll or process direct deposits
Make investment or financial planning decisions
Approve expenditures or sign checks on your behalf
Handle legal or regulatory compliance filings
Manage banking relationships or open accounts

What they take
off your plate.

No more shoebox of receipts

every receipt is captured, filed, and attached to the right transaction as it comes in

No more messy books

transactions are categorized and reconciled monthly so your books are always clean

No more tax-time panic

records are organized year-round so your CPA gets a clean package, not a disaster

No more mystery about job profitability

every project's costs are tracked so you know exactly which jobs make money

No more CPA surcharges

organized books mean your accountant spends less time sorting and more time advising

No more missed deductions

expenses are properly categorized throughout the year so nothing slips through the cracks

A day in the life
of your bookkeeping team.

1

Morning. Reviews overnight transactions and categorizes new income and expenses. Matches receipts uploaded through JSV to their corresponding transactions.

2

Mid-Morning. Processes accounts payable — logs new bills from suppliers and subs, schedules upcoming payments, flags anything past due.

3

Midday. Reviews accounts receivable — monitors outstanding invoices, sends payment reminders, updates collection notes.

4

Afternoon. Runs job cost allocations — assigns labor, material, and sub costs to specific projects. Updates project profitability tracking.

5

End of Day. Reconciles daily activity against bank feeds. Prepares any flagged items for your review. Updates financial dashboards in JSV.

Transactions Categorized
24
Receipts Filed
11
Invoices Tracked
8
Bills Processed
5
Jobs Costed
3
Daily bookkeeping summary delivered 5:00 PM

Stop dreading your books.
Clean books, clear picture.

Contractors hate bookkeeping. We keep books clean so you always know where your money is.

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