What Year-End Moves Can Protect Greater New York…
Key Takeaways The process of collecting Form W9s is one of those “check-the-box” tasks every business has to…
We work with general contractors, subcontractors, engineers, and architects who are tired of bad numbers, reactive tax planning, and “surprises” from their CPA. If your job costing doesn’t match reality, your WIP doesn’t tie out, or your surety keeps asking uncomfortable questions — you’re in the right place
Monthly construction books, job costing, and WIP schedules that actually tie to what’s happening in the field so you know which jobs are making money.
Bonding-ready GAAP financials your surety and bank can trust, with clean statements that support the next bid instead of raising questions.
Contractor-focused tax planning, PTET strategies for NJ/NY, and Profit First-style cash-flow systems so you can pull cash out of the business without nasty surprises at tax time.
d.f. o’brien & co. is a construction-focused CPA firm that speaks the language of contractors, engineers, and architects. For over 40 years, Dave O’Brien, CPA has helped general contractors, subcontractors, construction trades, engineering firms, and architectural practices clean up their WIP and job costing, build bonding-ready GAAP financials, and cut their tax bill without cookie-cutter advice.
We specialize in:
Construction accounting is different.
If your CPA doesn’t understand WIP, retainage, percent-complete, or bonding capacity, they’re guessing — and guessing is expensive.
The Problems Contractors Call Us For
We fix the numbers first, then the tax strategy, then the cash flow.
We don’t sell theories.
We bring systems that have worked for contractors for decades.
No fluff. No surprises.
We provide construction-focused accounting, tax planning, WIP reporting, and cash-flow guidance to help contractors stay compliant, strengthen bonding, and keep more of what they earn.
Proactive strategies designed to reduce tax liability, improve cash flow, and help contractors keep more of their hard-earned profit all year long.
Accurate job-costing, project tracking, and financial reporting built specifically for construction businesses — so you always know where your numbers stand.
Stay bonding-ready with precise Work-In-Progress schedules, percentage-of-completion reporting, and documentation that lenders and sureties trust.
Multi-state filings, PTET guidance, nexus compliance, and tax strategies tailored for contractors operating across multiple jurisdictions.
If tax issues arise, we help contractors resolve IRS problems, reduce penalties, negotiate payment plans, and get back on track with confidence.
Streamlined payroll, subcontractor payments, and certified reporting to keep projects running smoothly with zero compliance headaches.
I’ve spent 40 years working with contractors, engineers, and architects.
I’ve seen what works — and what quietly destroys good businesses.
Real-world results for general contractors, subs, trades, and sitework firms who needed cleaner numbers, better cash flow, and fewer tax surprises.
We rebuilt their job-costing system, cleaned up WIP schedules, and tightened monthly financials. The owner finally saw which jobs were bleeding cash and turned year-end surprises into predictable cash flow.
We designed a contractor-focused tax plan, implemented PTET for NY/NJ, and improved project-level reporting. The result: lower overall tax, better cash control, and cleaner GAAP financials for lenders and sureties.
We took over payroll and 1099 processes for a growing crew and multiple subs. With better systems, the contractor eliminated compliance headaches, avoided penalties, and freed up weekly time to focus on jobs.
“d.f. o’brien & co. keeps our books clean, our WIP schedules accurate, and our tax planning proactive. Our bonding agent even commented on how much cleaner our financials look now.”
We handle construction bookkeeping, job costing, WIP reporting, GAAP financial statements, tax planning, PTET (NJ/NY), cash-flow planning, payroll/1099s, and IRS resolution built specifically for contractors, engineers, and architects.
If your WIP and job costs are wrong, your profit is a guess. We clean up your systems so WIP, job costing, and financials match what’s really happening in the field.
Yes. We help contractors decide if PTET makes sense, handle NJ/NY PTET filings, and sort out multi-state tax when crews, jobs, and entities cross state lines.
It happens. We step in, deal with the IRS, clean up past-due returns, set up payment plans if needed, and put systems in place so it doesn’t happen again.
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Key Takeaways The process of collecting Form W9s is one of those “check-the-box” tasks every business has to…
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A short call to see if we’re the right fit — no pressure, no sales pitch