Financial Systems for Project-Based Businesses

What Is a Project-Based Business?

Project-based businesses don’t operate in neat monthly cycles.

Revenue, expenses, labor, and materials flow through jobs, projects, phases, batches, or programs — often over weeks or months.

When bookkeeping isn’t structured around that reality, owners lose clarity.

Common Challenges Across Project-Based Businesses

Regardless of industry, I consistently see the same issues:

• Profitability unclear by job or project

• Income and expenses mixed together

• Costs recorded without context

• Deposits and prepayments misclassified

• Reports that don’t match how the business actually operates

• Financial stress at year-end or tax time

These are system problems — not effort problems.

Who This is For

I support project-based businesses including:

• Architects

• Builders & Contractors

• Interior Designers

• Landscape Designers

• Nonprofit Organizations

• Vineyards & Wineries

• Real Estate Brokers

• Vineyards & Wineries

Learn more about each industry HERE

Different industries.

Same need for clarity, structure, and usable financial data.

How I Help Project-Based Businesses

What Changes When the System Is Right

Clients consistently gain:

• Clear visibility into profitability

• Confidence in their numbers

• Better conversations with CPAs and advisors

• Less stress during busy seasons

• The ability to make informed decisions — sooner

How We Work Together

• Discovery Call – We clarify your structure and needs

• Assessment – I review your current setup

• Scope & Proposal – Clear recommendations and timeline

• Implementation – Cleanup, setup, or monthly services

• Ongoing Support – Refinement as your business grows

My work focuses on aligning your financial system with how work actually flows through your business.

Financial Cleanup & Reset

• Catch-up bookkeeping

• Reconciliations

• Fixing miscategorized income and expenses

• Preparing books for CPAs, audits, or lenders

System Setup & Optimization

• Job / project / program structure

• Chart of Accounts designed for visibility

• Clear income and expense mapping

• Reporting setup that supports decision-making

Ongoing Monthly Support

• Consistent bookkeeping

• Monthly review and reporting

• Support as your business evolves

If your business runs on projects, your bookkeeping should too.