Tax Return Review for Construction Bookkeepers

The Problem

Senior reviewers spend hours tick-and-tying Construction Accounting returns against source documents and prior year — and small-dollar variances still slip through into partner review.

What We Build

AI reconciles each line of the return against source docs in Sage 100 Contractor and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.

Tools & Integrations

Sage 100 Contractor Foundation Procore QuickBooks Desktop Slack

How It Works

1

Discovery Call

We map your current tax return review process and identify exactly where AI saves the most time.

2

Build & Integrate

We build the AI workflow and connect it to the tools you already use — no software changes required.

3

Review & Refine

You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.

Ready to automate tax return review?

Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.

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