Accounting & Bookkeeping Services for Construction Companies in Dallas, TX
Specializing in helping Construction Companies in Dallas, TX & Professionals through Accounting & Advisory Services.
Accounting Advisory For Construction
& Roofing Businesses in Dallas, TX
At Heritage Analysis & Innovation, we take pride in caring for your construction business like you are part of our family. We help our clients meet their financial goals not only for their business but also personally
Our Core Values
At Heritage Analysis & Innovation, we believe in working with clients as if they were members of our family! By having this belief, we can genuinely connect with our clients and help them understand that we are here to make their lives easier by assisting them in saving time and money in their business!
We believe in being honest and upfront with our clients about the accounting side of their business! This means that when we are helping them, we will ensure that the information we put in front of them is accurate!
Honesty is the foundation for trust in a relationship as a business.
We help our clients understand their financial portfolios by educating them throughout our relationship and processes.
We take the results we provide from our services to help orient our clients on how to reach their goals.
Integrity is being honest with all our clients. We provide you with the whole picture and tell you precisely what is happening!
Teamwork is working with our clients to ensure they get the proper guidance they need to understand the financial side of their business.
We pride ourselves on providing accurate financial information to our clients!
Growth is not just us growing as a company but us helping your business grow.
Empathy is us helping you during stressful times with the accounting side of your business and helping you get through it.
Our team will work with your business one-on-one to help you and our company grow together in our relationship! In working with our clients, we can provide a level of service focused on educating our clients on how they can reach their goals! Each business is different, and each situation is unique, and we will work with you by helping you understand that we will help you make it better and understand it so you can move forward!
Meet The CEO – Matthew Reif
Co-Founder and CEO
Matthew launched Heritage Analysis & Innovation to begin helping companies understand how they can improve the financial backbone of their business to grow and take their organization to the next level.
His true passion to help small businesses is on the main stage when you work with him as he believes that his clients are a part of his family.
His heritage and where his family comes from means a lot to him and is the inspiration behind his business name. Specializing in helping Construction Companies & Professionals through Accounting & Advisory Service” Matthew has learned to take the time to understand construction company and what they need to grow!
Taking your Construction business to the next level
can be a struggle.
Heritage Analysis & Innovation can help your construction company in accounting to be aware of all of its spending, as well as the options that help them thrive. Accounting for construction companies is essential to ensure that projects are on budget and on time. It is also necessary to create accurate profit margins.
Construction Accounting Services in Dallas, TX
Our mission is to improve your accounting and job costing processes in order to maximize your bottom line.
How do I optimize my accounting?
Are my projects profitable?
How do I increase profits and cash?
How do I increase payment times from customers?
How do I improve my reporting?
We use our proven three part methodology to take your business to the next level.
Our Three Step Methodology
Our proven three step methodology will take your Construction business to the next level.
Clean Up & Foundation
If you want to increase your profits and cashflow, we need to first set your foundations. Here we clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best data possible.
Let’s Build The Dream
It’s time to take your business to the next level! With your foundations and reporting set, we can now advise you on what is needed to increase your company’s profits and performance. We manage everything and give you specific action steps to stay on track and help your business grow.
Let’s Keep You Informed
Now that we have your foundations in place, we can provide you with information rich data and reports. We provide you with up-to-date and comprehensive reports. Giving you clarity on the performance of your business.
Today is the day to build the business of your dreams. Let’s talk about how optimizing your bookkeeping and accounting processes can take your business to the next level.
See What Our Clients Have Said
Matthew helped me get my new business set up properly and running smoothly when I had no idea what I was doing. He has maintained my books and kept me on track ever since! I truly appreciate his professionalism, knowledge, and demeanor, especially when it comes to such tedious work.
I’d like to recommend Heritage Analysis & Innovation. Matthew and his team are reliable, responsive, and courteous. This company communicates very well. I’ve not had this experience with accountants being so nice and attentive to details as these guys are!
We met a few months ago and worked out the details of what I needed and what they would do. Matthew has done over and above what he said he’d do for my business accounting needs.
Heritage Analysis & Innovation is very good.
Been having a wonderful experience with Matthew. I was super behind and he has been a tremendous help! So glad I don’t have to carry the weight on my shoulders anymore. Now I can focus more of my team to other things that need my attention. Def recommend his service. He has been a huge help
Matthew is great to work with for your accounting needs. Stays on task and in communication. Starting under his job costing service and feel this will be a smooth experience as well
He cares about the health of your Business and coaching you through making data-driven decisions.
Spoke w/Matthew very great and helpful, Super Polite and generous. highly guides you in the right direction. great small business owners, high recommend!!
AD J C
Frequently Ask Questions
Do you still have questions? Please send us a message by clicking the button below.
Why do I need a bookkeeper for my construction business?
As the owner of a construction company, you need to be tracking the financial side of your company! In many cases, business owners do not always have the time or know-how to do the accounting for their business. Having a bookkeeper can help you keep track of your finances and grow your business by staying informed.
How is accounting used in my construction company?
Generally, accounting in a construction business is keeping track of the income and expenses on jobs instead of lines of products to be sold. This can be different as each project your company does is going to have different pricing and expenses each time.
How is construction accounting different from other business accounting?
Construction accounting is a very dynamic type of accounting in that there are many other factors that need to be tracked. In construction accounting, you have to track job costing, change orders, retention, and progress billing. These aspects are not found in other types of business accounting. These aspects are not something that is negotiable to do or not do in your construction company. These should be common practices that you or your bookkeeper should be tracking on a regular basis.
Should I be using job costing in my construction business?
Yes! We recommend in the construction industry that you use job costing on each of your jobs. The constant change in the price of materials, fluctuation in labor rates, and managing overhead costs directly affect the performance of your company. You need to be able to track when to make adjustments to your bids and budgets.
What systems should I use to track the accounting side of my business?
We recommend that you use an online-based accounting system such as Quickbooks online. This system can help your company keep track of all the transactions for your company. At the end of the year, it brings all the information together for you in a profit and loss statement and a balance sheet which are two of the major documents you need to file taxes for a business.
What systems should I use for job costing?
There are a ton of web-based platforms that can help you track job costing. If you are already using Quickbooks and are managing projects yourself, we recommend starting off with Quickbooks projects. This tool is available in the Quickbooks Plus and Advanced subscriptions and is well worth the investment to track the job costing for your company!
How much does having a bookkeeper cost?
If you need help with the accounting side of your business we recommend outsourcing this division of your company. There are different factors that go into the monthly pricing of our services and that of other bookkeepers. Prices can vary depending on how many accounts you have, the services you need help with, and the amount of time required to complete the tasks. We recommend spending time speaking with us or a bookkeeper to work together on a custom plan for your business!
Does a bookkeeper do taxes?
A bookkeeper will help you prepare the financial side of your business to be able to have a tax professional file your taxes. There are cases where some bookkeepers do help their client file taxes. In our business, we do not file taxes but we partner with a network of tax professionals that can help!
Don’t you have to be local?
No! We are virtual bookkeepers. We set up meetings at times that work for both of us. We are able to access Quickbooks and associated accounts via the internet. We use other web based platforms to communicate and send documents securely. We support local businesses, but we have clients across the country. We are based out of a suburb of Chicago, and our hometown is Frankenmuth, Michigan.
5 tips for proper job costing
Growing your business can be a struggle. You already have so many different aspects of your business to focus on, it can be a challenge to make sure you are doing everything correctly on the financial side of your business.