electrician bookkeeping cleanup
Your electrical contracting books, reconciled and delivered — every correction yours to approve before it lands
Electrical work mixes service-call cash, project draws, and material markups, so the books drift fast. A panel-swap deposit, a rough-in draw, and a wire markup can all land the same week — none of them matching cleanly to the bank. TeamShift reconciles your last 90 days against the bank feed, maps every transaction to its source, and delivers a clean draft with a flagged exception list. You approve each correction; it writes. You stay in command of every number.
Direct answer
Direct answers about electrician bookkeeping cleanup
What is TeamShift's electrician bookkeeping cleanup service?
Electrical work mixes service-call cash, project draws, and material markups, so the books drift fast. A panel-swap deposit, a rough-in draw, and a wire markup can all land the same week — none of them matching cleanly to the bank. TeamShift reconciles your last 90 days against the bank feed, maps every transaction to its source, and delivers a clean draft with a flagged exception list. You approve each correction; it writes. You stay in command of every number. TeamShift turns the service into a reviewed workflow, not a self-serve dashboard the owner has to configure alone.
What does the customer receive?
The customer receives books cleaned & reconciled plus a clear handoff of completed work, blockers, and decisions that still need review.
What stays human-approved?
Pricing, customer commitments, dispatch decisions, accounting writebacks, refunds, policy exceptions, and unclear edge cases stay with the approved reviewer.
Can this start from a template?
Yes. The related TeamShift marketplace outcome acts as the starting template, then TeamShift adjusts the workflow around the customer source systems, approval rules, and business context.
Positioning
Built for searchers who already have the problem.
Electrical work mixes service-call cash, project draws, and material markups, so the books drift fast. A panel-swap deposit, a rough-in draw, and a wire markup can all land the same week — none of them matching cleanly to the bank. TeamShift reconciles your last 90 days against the bank feed, maps every transaction to its source, and delivers a clean draft with a flagged exception list. You approve each correction; it writes. You stay in command of every number.
The handoff is intentionally plain. TeamShift scopes the electrician bookkeeping cleanup workflow, maps it to Books cleaned & reconciled, and shows you what will be gathered, drafted, sent, or held. Routine work can move quickly once the rules are approved. Pricing, scheduling promises, payments, account changes, and anything unclear come back to a person before it leaves the system.
Early-stage note: TeamShift is not using invented customer logos or made-up case studies. Named results will be published only after live customer work is complete and the customer approves the reference. Until then, these pages describe the operating workflow, the review gate, and the exact handoff you should expect.
The problem
Why electrical contractors need bookkeeping cleanup — and need it fast
Electricians who search for bookkeeping cleanup usually have a hard deadline bearing down: a CPA asking for clean books, a loan application, or a tax filing. The problem is structural.
- Service-call income and project draws hit the same account and are indistinguishable on the bank feed until mapped to a source.
- Material markups inflate revenue figures unless cost and markup are split and categorized correctly.
- A CPA or lender deadline is usually what forces the issue, making the work both urgent and commercially consequential.
Workflow
How TeamShift delivers reconciled books for electrical contractors
TeamShift pulls your last 90 days from the bank feed and maps each transaction to its source: service-call income, project draw, material purchase, or markup. Deposits are matched to specific invoices and jobs so draws and income stop blurring together.
- Map every bank transaction to a source — service call, draw, material, or markup — against the live feed.
- Match deposits to specific invoices and jobs so draws and income are cleanly separated.
- Hold every exception on a plain list for your review; nothing writes until you approve.
Approval
What you review, approve, and hand to your CPA
You receive a reconciled draft of the last 90 days and a short exception list — not a finished file you have to accept on faith. Each flagged item shows the transaction, the proposed category, and the reason it was held.
- Review a reconciled draft plus a plain exception list; each flag shows the transaction, the proposed fix, and the reason.
- Approve, edit, or reject each item — the ledger reflects your decisions, not assumptions.
- Approved entries write to your books; unresolved items stay held until you clear them.
Why it holds
A reliable operation your CPA and lender can count on
Electrical bookkeeping is a recurring discipline: the books drift out of sync every busy season, and generic bookkeepers do not know a panel draw from a markup pass-through. TeamShift delivers the outcome — clean, reconciled books — through a deterministic process that maps to electrical contracting's actual money flows.
- The drift-out-of-sync problem recurs every busy season, so demand for reliable cleanup is durable, not one-time.
- The workflow maps to electrical contracting's specific money flows — draws, markups, service-call income — not a generic chart of accounts.
- CPAs and lenders reference the reconciliation record, generating referrals from other contractors with the same books problem.
Questions
Before you request it
How far back does TeamShift clean and reconcile electrician books?
The standard scope covers the last 90 days reconciled against your bank feed, which satisfies most CPA, loan, and tax deadlines. If you need more history, specify it when you scope the work and we will quote the extended range. Every period runs the same mapping and exception-flagging process — you approve each correction before it writes, regardless of how many months are in scope.
Will TeamShift change my books without my approval?
No. TeamShift delivers a reconciled draft and a held exception list. Nothing writes to QuickBooks or your ledger until you approve it. Categorizations, income-versus-markup splits, and ambiguous draws are proposals you confirm or adjust. Pricing, refunds, and sensitive financial decisions are always owner-approved before they land — that is the operation, not an add-on safeguard.
How does TeamShift separate project draws from service-call income?
Each bank transaction is mapped to a specific source — service call, draw, material purchase, or markup — and matched to the corresponding invoice or job. A draw on a panel swap or remodel is categorized differently from a service-call payment, and material markups are split from cost so revenue is not overstated. Any transaction that cannot be matched cleanly is held on the exception list for your review and decision.