Bookkeeping & Job Costing for Contractors

Find out which jobs
are actually making
you money.

Most contractors finish a busy month and still can't explain why the account looks thin. Set fixes that. I clean up your books, break down every job by what it really cost, build a 90-day cash forecast, and hand your CPA records they can actually use. Fixed price. No surprises.

Transactions — Live Review Processing
Date Vendor Amount Category
Reviewed
0
Categorized
0
Flagged
0
Know your margins
Every job broken down by labor, materials, subs, and overhead. You'll see exactly which jobs made money and which ones you should stop taking — or reprice before you touch them again.
Stop the cash surprises
A 90-day view of cash in versus cash out. Payroll gaps show up weeks early instead of the morning they hit. The business can be profitable on paper and still run out of money — this stops that.
Keep more at tax time
Records delivered the way a licensed CPA needs them on day one. They spend their time finding deductions — Section 179, depreciation, Schedule C — not cleaning up a mess. That difference is real money.
Clean books in days
Up to two years of transactions reviewed, reconciled, and categorized. Done in days, not the months it would take you to do it while running a crew. A clean starting point you can actually build from.

Everything on the
financial side of your business

01
Bookkeeping Cleanup & Categorization
Every transaction across every account reviewed, labeled, and reconciled. Duplicates gone, errors fixed, personal and business separated. You get a clean ledger that tells you exactly what happened to every dollar.
02
Job Costing & Profitability Analysis
Labor, materials, subs, and overhead broken out per job. Gross margin on every project. Most contractors are shocked the first time they see it — the jobs they thought were their best often aren't. This changes how you bid everything.
03
Cash Flow Forecasting
A 13-week view of cash coming in and going out. Job deposits, invoices, payroll, materials, subs — all mapped against each other. Cash gaps show up weeks early instead of the day before payroll is due.
04
Tax Preparation and CPA Handoff
Full tax-ready package: reconciled P&L, Schedule C categorization, Section 179 and depreciation asset tracking, mileage logs, AR/AP summary. Handed directly to a licensed CPA who focuses on deductions, not cleanup.
05
Financial Dashboard
Monthly profit, cash position, job margins, expense breakdown, and revenue trends in one view. Built in Excel or Google Sheets so there is nothing new to learn. You open it and you know where your business stands.
06
Profit Optimization and Business Advisory
Which job types carry the best margin. Where you are undercharging relative to what it actually costs to deliver the work. Where overhead is silently eating profit. What the data says you should be doing more of to grow income without more hours.
07
Sales Process and Growth Advising
Revenue leaks identified from the data — slow follow-up, too many visits before a signed contract, no deposits upfront. Then implemented, not just flagged. The changes get made so the results actually show up.
08
Funding Readiness Preparation
Clean statements, projections, and documentation formatted for lenders. SBA loans, equipment financing, lines of credit. When you need capital, you are already ready instead of scrambling to pull records together under pressure.

This is what your
data looks like after

Date Vendor / Description Amount Category Status
Transactions reviewed
0
Total spend categorized
$84,220
Flagged for review
14
Largest cost center
Materials

Sample data. Actual output format matches your existing tools, whether that is QuickBooks, Excel, or Google Sheets.

One person. Every client
gets the full picture.

My name is Simo. I am a Fintech student at NJIT. I built Set because I kept seeing the same thing: contractors running busy, profitable-looking businesses with no real visibility into where the money was going.

I review every transaction, break down each job by actual cost, model the next 90 days of cash, prep a complete tax package for a licensed CPA, and identify exactly where pricing or process is costing you money. The price is low because I am building a track record — the work is not.

Tax filing goes to a licensed accountant who works specifically with contractors. They focus on deductions, not cleanup. That is the difference between paying what you owe and overpaying.

LinkedIn profile
Full financial ops
Not just bookkeeping
Excel / Sheets / QuickBooks
Tools you already use
NJIT Fintech
Currently enrolled
Fixed pricing
No hourly surprises
Licensed CPA handoff
Tax filing and deduction strategy