The Profit Experts | Accurate Monthly Job Costing for Home Builders
Home Builder-Only
BuilderTrend + QBO
Lender-Ready Reporting

Finally Know What Each Build Actually Makes. Every Single Month.

You're running a home building company doing $1M+ a year. You have a bookkeeper. But you still can't confidently answer: "What did we actually make on that job?" The BuilderTrend-to-Books System fixes that. You get accurate monthly job costing and clean, lender-ready reporting built specifically for home builders.

Home Builders Only  |  $1M+/Year  |  BuilderTrend + QuickBooks

  • Accurate monthly job costing that shows real profitability per build. You stop guessing and start making pricing, overhead, and growth decisions based on actual numbers.
  • BuilderTrend + QuickBooks Online synced correctly with proper soft vs hard cost coding. This ends the miscoding, duplicates, and "one bucket" bookkeeping that hide margin bleed.
  • Clean, lender-ready financial statements delivered monthly. Bank conversations, draw requests, and investor updates happen without stress or scrambling.

"The Profit Experts brought clarity to our financials that we never had before. For the first time, we know exactly what each build is making, and our bank loves the reporting."

Production Builder Client, 3+ Year Engagement

Home Builders Only  |  $1M+/Year  |  BuilderTrend + QuickBooks

Your Books Aren't Built for Construction.

You've built a real home building company. You're closing houses, managing subs, pulling draws, and keeping the pipeline moving.

But your financials? They're a different story.

Your bookkeeper is handling the basics: bill entry, reconciliations, maybe payroll. But they're not a construction accountant. They don't understand job costing, soft vs hard cost classification, or how BuilderTrend and QuickBooks Online need to talk to each other.

So you're left guessing.

  • You can't tell what you actually made on your last three builds
  • Soft costs and hard costs are lumped into one bucket, hiding real margin
  • BuilderTrend says one thing, QuickBooks says another, and neither matches reality
  • Tax time brings surprises: "We made money but where's the cash?"
  • Your bank is asking for cleaner reporting and you're scrambling to produce it
  • You're making pricing and growth decisions on gut feel instead of real job data
This isn't a bookkeeping problem. This is a construction accounting problem. And it requires a builder-specific solution.
APPLY FOR YOUR CLARITY CALL →

For home builders doing $1M+/year using BuilderTrend + QBO.

Introducing: The BuilderTrend-to-Books System

Done-For-You Monthly Job Costing + Lender-Ready Reporting
Built Exclusively for Home Builders

What if every month, you opened a report and saw, clearly, exactly what each build made? Not a guess. Not a rough estimate from BuilderTrend. The actual, reconciled, job-level profitability number your bank would trust.

What if your BuilderTrend data and QuickBooks Online were finally in sync, with soft costs, hard costs, change orders, draws, and retainage all coded correctly and flowing into clean reports?

What if you never had to chase your bookkeeper, explain what a draw is, or wonder why your P&L doesn't match reality?

That's what the BuilderTrend-to-Books System delivers. Every month. Done for you.

1

Sync Your Systems

We properly connect BuilderTrend and QuickBooks Online so data flows correctly. No duplicates, no missing costs, no misclassification.

2

Code It Right

Every cost is classified correctly: soft vs hard, by job, by phase. Your chart of accounts is structured for construction, not generic bookkeeping.

3

Report With Confidence

Monthly job-level profitability reports and lender-ready financial statements delivered to you. Know what each build made, every month.

What The Profit Experts Handles For You

Core
Job Costing
  • Precision job-level cost tracking
  • Soft vs hard cost classification
  • Monthly job profitability reports
  • WIP schedule preparation
Integration
Tech Stack
  • BuilderTrend + QBO sync
  • Payroll integration
  • System monitoring
  • Issue resolution
Reporting
Financials
  • Lender-ready statements
  • Construction-specific reporting
  • Retainage documentation
  • Draw-cycle support
Operations
Back Office
  • Vendor payment workflows
  • COI tracking
  • Lien waiver management
  • Insurance audit readiness

What You Walk Away With:
Your Complete Financial Clarity System

Accurate monthly job-level profitability reports
Clean, lender-ready financial statements
BuilderTrend + QBO properly synced and maintained
Correct soft vs hard cost classification
WIP schedules and retainage documentation
Draw-cycle support and payment timing
Vendor/sub documentation and COI tracking
Insurance audit readiness

Generic Bookkeeping vs. The Profit Experts

Generic Bookkeeper
The Profit Experts
One-bucket coding. All costs lumped together
Precision job costing with soft vs hard separation
P&L that doesn't show job-level profit
Monthly job profitability by build
BuilderTrend and QBO not synced properly
Systems integrated and monitored monthly
Scrambling when the bank asks for reports
Lender-ready statements delivered monthly
No construction nuance or draw support
Built for draws, retainage, and WIP
Tax surprises and hidden margin bleed
Monthly clarity. No surprises

Generic Bookkeeper

  • One-bucket coding. All costs lumped together
  • P&L that doesn't show job-level profit
  • BuilderTrend and QBO not synced properly
  • Scrambling when the bank asks for reports
  • No construction nuance or draw support
  • Tax surprises and hidden margin bleed

The Profit Experts

  • Precision job costing with soft vs hard separation
  • Monthly job profitability by build
  • Systems integrated and monitored monthly
  • Lender-ready statements delivered monthly
  • Built for draws, retainage, and WIP
  • Monthly clarity. No surprises

Is The Profit Experts Right For You?

Perfect For:

  • Builders doing $1M+/year
  • Currently using BuilderTrend + QuickBooks Online
  • Already have a bookkeeper but job costing is unreliable
  • Owner is the decision maker and ready for clarity
  • Growing and need financials that scale with you
  • Working with banks/lenders who need clean reporting

NOT For:

  • Under $1M/year in annual revenue
  • Not using BuilderTrend + QBO (and unwilling to adopt)
  • Looking for the cheapest bookkeeper possible
  • Not willing to follow a process or provide needed info
  • Specialty trade contractors
  • Outside the United States
Shannon Beck, Founder of The Profit Experts

Why The Profit Experts Exists

The Profit Experts was founded by Shannon Beck on a simple observation: home builders are running sophisticated operations, managing multiple builds, subs, draws, and lender relationships, but their financial back office isn't keeping up.

After more than 20 years in the books of over 300 businesses, Shannon saw the same costly gaps in builder after builder. Most bookkeepers handle the basics. But construction job costing requires a completely different approach, one that understands BuilderTrend workflows, soft vs hard cost classification, WIP schedules, retainage, and what banks actually need to see.

That's what The Profit Experts delivers. A done-for-you monthly service that gives builders the financial clarity they need to make confident decisions and grow without chaos.

"Your P&L doesn't tell you job profitability. BuilderTrend alone isn't enough. And any bookkeeper can't do this. You need a system built for builders, and someone who knows how to run it."

Home Builder Focused BuilderTrend + QBO Experts 20+ Years Experience Lender-Ready Reporting

Frequently Asked Questions

Your bookkeeper is likely handling bill entry and reconciliations, the basics. But construction job costing is a specialized discipline. The Profit Experts handles the construction-specific layer: job-level cost tracking, soft vs hard classification, BuilderTrend-to-QBO sync, and lender-ready reporting that general bookkeepers aren't equipped to deliver.

Yes. The BuilderTrend-to-Books System is specifically built around these two platforms. If you're actively implementing BuilderTrend or considering it, we can discuss timing. But both platforms are required for us to deliver accurate job-level reporting.

It's a focused strategy conversation where we review your current financial setup, identify gaps in your job costing and reporting, and determine if The Profit Experts is the right fit for your operation. No pressure. Just clarity on where you stand and what's possible.

Most builders see initial clarity within the first 30 days. Real confidence in your job-level profitability reporting typically develops within 60 to 90 days as we clean up historical coding, align your systems, and establish a monthly close rhythm.

The Profit Experts works with US-based home builders doing $1M+ per year. Our ideal clients are typically in the $2M to $15M+ range, large enough to have real job costing complexity but often without a dedicated construction accountant on staff.

No. Generic bookkeeping is bill entry and reconciliations. The Profit Experts delivers construction-specific job costing, BuilderTrend integration management, lender-ready reporting, WIP schedules, draw support, and financial clarity you can actually use to make decisions. It's a completely different level of service.

That's very common and exactly why builders come to us. We handle cleanups: historical recoding, missed reconciliations, system corrections, as part of getting your financials to a stable, accurate state before establishing ongoing monthly reporting.

Pricing depends on the complexity of your operation: number of active builds, transaction volume, and scope of services needed. We discuss this on the Clarity Call after understanding your specific situation. The real question is: what's it costing you NOT to have accurate job costing every month?

Every Month Without Clarity Costs You Money

Right now, there are costs being miscoded on your books. Margins are leaking on builds you think are profitable. And you don't have the numbers to prove it, to yourself, your bank, or your partners.

What is staying in the dark costing you?
If margin bleed is just 3 to 5% on a $500K build, that's $15,000 to $25,000 you're losing per house. Multiply that across your pipeline. That adds up fast.

The Profit Experts Clarity Call is free. What it could save you is not.

APPLY FOR YOUR CLARITY CALL →

For home builders doing $1M+/year using BuilderTrend + QBO.

Apply for Your Profit Experts Clarity Call

Stop guessing what each build actually makes. Get the financial clarity your operation needs, and your bank trusts. Apply below and we'll review your situation within 24 hours.

APPLY FOR YOUR CLARITY CALL →

Applications reviewed within 24 hours. For US-based home builders doing $1M+/year using BuilderTrend + QuickBooks Online.