A construction office needs more than a place to send receipts. It needs a defined bookkeeping role, a current job list and a reliable way to get questions answered. DaxTally provides managed bookkeeping support around that routine.
Put the role in writing
We agree on the tasks, service hours, account access and reporting handoff. Your office identifies who supplies project context and who approves decisions. A dedicated service does not automatically mean an employee on your payroll or authority to release payments.
- Collect invoices, receipts and supporting job references.
- Prepare transaction coding using the approved job and cost categories.
- Reconcile the bank and card accounts in scope.
- Maintain the missing-record and open-question list.
Keep questions connected to the job
When the record does not identify a project or allocation, we flag the question for the person who can resolve it. Supplier names alone are not a reliable substitute for a job reference. The first-week handoff guide helps your office prepare the account and project map.
Review work without losing context
The monthly package and communication schedule are agreed during scoping. Completed work, missing evidence and decisions awaiting your team remain distinguishable. Tell us what your office already handles so we can define the support you need and quote the actual workload.