Bookkeeper
Records what happened.
What they do well
- Categorizes transactions and reconciles bank + credit cards
- Files monthly P&L and balance sheet
- Keeps your CPA happy at year-end
Scope
A traditional bookkeeper isn't trained in construction-specific reports like WIP schedules, retainage tracking, or job-level profitability. Those are specialty skills.
When to hire
Your books are clean and you mostly need someone reliable for monthly close, not forecasting or job-level analysis.