Financial Clarity

Know where your business really stands. We clean up financial records, organize your numbers, and build clear reporting so you can finally see profitability, cash flow, and job performance.

Strategic Decision Support

Turn numbers into smarter decisions. Beyond bookkeeping, we help business owners understand what their financials actually mean and how to use them to grow sustainably.

Industry-Focused Expertise

Built for contractors and growing businesses. With deep experience in construction/trade job costing and operational finance, we implement systems that work in the real world - not just in spreadsheets.

Messy Books Don’t Just Look Bad — They Hide Profit Leaks.

Construction & Trade Financial Systems | QuickBooks Setup • Cleanup • Monthly Support

If you’re busy, landing work, and still feel like the numbers don’t fully match reality, you’re not alone. In construction and project-based trades, “standard bookkeeping” often misses the structural pieces needed for job costing, retainage, and progress billing. Those gaps quietly distort margins and cash flow visibility — and that’s where profit leaks start.

Lehman Financial Strategy helps contractors and subcontractors build, repair, and maintain financial systems that reflect how project-based businesses actually operate.

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The Problem

Construction and trade businesses don’t fail because they’re not working. They get squeezed because financial visibility breaks as the workload grows.

Common signs of a “profit leak”:

You’re busy, but cash feels tight
You can’t clearly answer what each active job is making right now
Retainage doesn’t match what you believe you’re owed
Progress billing is messy or inconsistent
Payroll, materials, and subcontractor costs aren’t landing cleanly by job
You don’t trust your P&L or balance sheet month to month
Your CPA can do taxes, but the books aren’t built for construction operations

Most of the time it’s not one big mistake — it’s small structural gaps that compound as project volume increases.

The Solution

Construction-specific financial systems and reporting alignment.The goal is simple: clean, reliable numbers that show true job margins, support billing, and restore confidence in decision-making.

“What You’ll Walk Away With”

Clear understanding of whether profit leaks exist.
A practical plan to fix the structure.
Reliable job margin visibility
Clean reports for you and your CPA

Services

Construction accounting requires more than standard bookkeeping. Job costing, retainage, progress billing, and project-based expenses all require systems built specifically for contractors. These services focus on building, repairing, and maintaining financial systems that provide clear visibility into job profitability and overall business performance.

For contractors who are setting up QuickBooks for the first time or restructuring their financial system to support construction workflows.

Services may include:

• Construction-specific chart of accounts design
• Job cost category and cost code setup
• Project and customer structure setup
• Vendor and subcontractor setup
• Progress billing structure configuration
• Retainage tracking setup
• Payroll and labor cost mapping to jobs
• Product and service item configuration for job costing
• Financial report configuration (P&L, project profitability, AR/AP)
• Bank and credit card integration
• Workflow guidance for coding job costs correctly

The goal is to create a financial system that reflects how project-based businesses actually operate.

For businesses whose books are mostly functional but contain inconsistencies, misclassifications, or reconciliation issues.

Cleanup services may include:

• Bank and credit card reconciliation catch-up
• Accounts receivable cleanup and payment corrections
• Accounts payable cleanup
• Transaction reclassification and job cost corrections
• Vendor and subcontractor ledger corrections
• Retainage reconciliation
• Progress billing corrections
• Loan and equipment balance reconciliation
• Owner draw and equity corrections
• Duplicate or misposted transaction cleanup
• Financial statement corrections

Cleanup restores the integrity of the financial records and improves reporting accuracy.

For businesses where the books are significantly disorganized or unreliable and require a structural rebuild.

Reconstruction services may include:

• Historical bookkeeping reconstruction
• Balance sheet rebuild and reconciliation
• Job costing structure redesign
• Retainage and billing system correction
• Accounts receivable and payable reconstruction
• Loan, equipment, and liability reconciliation
• Payroll account correction and cleanup
• Financial statement reconstruction
• Reorganization of the QuickBooks file structure

This process restores the financial system so reports accurately reflect the operations of the business.

Once systems are structured correctly, many contractors prefer ongoing financial oversight to keep reporting accurate as the business grows.

Monthly services may include:

• Monthly bookkeeping and transaction management
• Bank and credit card reconciliations
• Accounts payable and receivable monitoring
• Job cost tracking and reporting
• Retainage tracking updates
• Progress billing oversight
• Monthly financial statements
• Project profitability reporting
• Cash flow visibility monitoring
• Coordination with tax CPAs
• Financial system oversight and maintenance

This keeps the financial system aligned with real-time project activity.

Industries Served

I support construction and project-based trade businesses, including:

General Construction

General contractors
Commercial contractors
Design-build firms
Remodeling contractors

Commercial Subcontractors & Specialty Trades

Electrical contractors
Plumbing contractors
HVAC / mechanical contractors
Fire protection / sprinkler contractors
Concrete contractors
Site work / excavation / grading contractors
Framing contractors
Roofing contractors

Specialty Construction & Remodeling Trades

Kitchen remodelers
Bathroom remodelers
Cabinet installers and millwork
Flooring contractors
Painting contractors
Tile and stone contractors
Countertop / stone fabrication and installation

Exterior & Property Project Trades

Landscaping companies (project-based)
Hardscape contractors
Irrigation contractors
Pool construction and pool renovation
Outdoor living / patio / screen enclosure contractors
Fence contractors

About

With more than 25 years of financial experience, I’ve built my career around helping businesses understand their numbers and use them to make better decisions.

I am a QuickBooks ProAdvisor Level II, with deep experience building financial systems, cleaning up complex books, and creating reporting structures that give business owners real visibility into their operations.

My connection to the construction and trades industry is also personal. My brothers and my late husband spent their careers in construction and trade businesses, and when they launched their own companies, I stepped in to help build and scale the financial systems behind them. As those businesses grew, I developed the processes needed to support multiple active projects, job costing, cash flow management, and millions in revenue.

That hands-on experience taught me how construction and trade businesses truly operate — and how the financial structure behind them must function to keep projects profitable and cash flow healthy.

I’m also a mother of two children, two adopted children, and a proud grandmother of two, so building strong systems, staying organized, and keeping things running smoothly comes naturally to me both at home and in business.

I’m extremely detail-oriented, financially disciplined, and operationally focused, and I genuinely enjoy digging into the numbers to uncover what’s really happening inside a business.

When I work with clients, I approach their businesses the same way I approach my own family’s — hands-on, invested, and committed to building financial clarity and long-term stability.

Helping Contractors turn Revenue into Real Profit