Caught Up a 12-Month Bookkeeping Backlog for a Construction-Focused Firm in 3 Weeks

Gravel Beam CPAs is a specialty accounting firm focused on the construction and contractor industry. They work closely with builders, subcontractors, and developers to manage project-based financials, WIP reporting, and compliance-heavy bookkeeping.

They’re known for accuracy and responsiveness – but a new client came to them with a major problem.

A mid-sized construction company approached Gravel Beam CPAs with a 12-month bookkeeping backlog. The books were disorganized, unreconciled, and spread across multiple bank accounts, vendors, and job sites.

The client’s internal admin team had been managing the books in-house – but once the business grew, they fell behind fast. Before year-end tax filing and bonding applications could proceed, the books had to be cleaned up – quickly.

Gravel Beam’s internal team couldn’t take it all on at once without halting work for their other clients.

Gravel Beam brought in Accountably to tackle the backlog head-on – without disrupting the firm’s day-to-day work. We deployed a specialized bookkeeping team familiar with construction chart of accounts, vendor-heavy ledgers, and job cost allocation.

Here’s how we helped:

Reconstructed and reconciled 12 months of transactions across 4 accounts
Aligned entries with project timelines for accurate WIP and cost reporting
Flagged and categorized over 200 uncoded transactions
Delivered clean, organized ledgers ready for partner review and client handoff

Partnering with Accountably allowed Westbrook & Harper to grow their practice without missing a beat.

12
months of bookkeeping completed in 15 business days

Caught up an entire year’s backlog in just three weeks.

100%
reconciled and review-ready

Every account cleaned, balanced, and ready for partner sign-off.

50+
partner hours saved

Freed up the internal team to stay focused on client-facing work.

By clearing the backlog fast and accurately, Accountably helped ensure the construction client had organized, up-to-date financials ahead of key deadlines. This not only kept their year-end tax filings on track but also gave them the clean, reliable books required to move forward with bonding applications – without delays or audit risk.

“We wanted to help this client, but our team was at capacity. Accountably gave us the extra horsepower to get it done – without interrupting our flow. It felt like they were part of our team from day one.”
– Partner,
Gravel Beam CPAs

* We take our clients’ confidentiality seriously. While we’ve changed their names, the results are real.

Bookkeeping backlogs don’t have to drag you – or your clients – down.

With Accountably, Gravel Beam CPAs delivered fast, accurate catch-up work without adding pressure to their core team.

Need help clearing a backlog?

92%
of CPA firms we onboard say they wished they had outsourced sooner.

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