Services
Everything your back office needs, organized into four pillars.
Whether you need someone acting as a fractional COO across all of it, or just one piece handled well, every service below can stand alone as a one-off project, or come together under a monthly retainer. See our engagement & pricing model for how it’s packaged.
Bookkeeping & QBO
The foundation. Clean, current books and an organized QuickBooks Online setup that your CPA, bonding agent, and lender can all rely on.
Bookkeeping & QBO Setup / Organization
Full setup, cleanup, or ongoing management of your QuickBooks Online file — chart of accounts, job costing, and monthly reconciliation.
Credit Card Transaction Reconciliation
Systems to categorize and reconcile credit card transactions so nothing falls through the cracks before month-end close.
HR & Compliance
The paperwork and systems that keep you audit-ready and protect you when a client, bonding agent, or auditor comes asking.
Document Management
Organized systems for W-9s, I-9s, and 1099 issuance, so subcontractor and vendor compliance is never a scramble in January.
Time Tracking & PTO Systems
Implementation of time tracking and PTO policies that fit how field and office teams actually work.
Safety Program Development
Safety programs built on OSHA-aligned standards, tailored to your crews and job sites.
401(k) Implementation
Setup and coordination of a 401(k) program as a retention tool for your office and field employees.
Insurance & Bonding
Negotiation and audit support across the coverage and bonding relationships that keep you eligible to bid and win work.
Health Insurance Negotiation
Negotiation of health insurance plans and renewals to keep coverage competitive without overpaying.
General Liability Negotiation & Auditing
GL policy negotiation and audit support so your coverage matches your actual risk and payroll exposure.
Workers Comp Audits
Preparation and support through annual Workers Comp audits, minimizing surprise premium adjustments.
Surety / Bonding Coordination
Coordination with your surety agent and preparation of the financial documentation bonding capacity depends on.
Contract Development
Development of client and subcontractor contracts that hold up against bonding, insurance, and legal scrutiny.
Financial Strategy
The reporting and forecasting that turns your books into decisions — and keeps your CPA and lenders on the same page.
Cash Flow Management
Ongoing visibility into cash position so payroll, materials, and subcontractor payments never collide.
Line of Credit Acquisition Support
Financial reporting and packaging to support line of credit applications and renewals with lenders.
CPA Liaison for Tax Reporting
A single point of contact between your books and your CPA or tax professional — Triple M is not a CPA, but makes sure they get what they need.
Project Profitability Projections
Job-level profitability projections so you know which projects are actually making money before they close out.
Procore Billing Support
Billing support within Procore to keep pay applications, change orders, and draws moving on schedule.
Not sure which services you need?
That’s exactly what the diagnostic assessment is for. We evaluate your current systems and recommend where to start.