Services
Stress-free, accurate bookkeeping designed for crews that don’t have time for paperwork—but still want clean books, clear job costs, and tax-ready records.
Core Services
Monthly Bookkeeping – bank/credit card reconciliations, categorization, and month-end review
Cleanup & Catch‑Up – bring prior months/year’s current and correct errors
Financial Statements – monthly Profit & Loss, Balance Sheet, and Cash Flow with simple summaries
Quarterly Reviews – trend checks, cost insights, and action recommendations
Compliance & Support
Sales Tax & Use Tax support – tracking, reconciliation, and filing coordination
Payroll Setup & Liaison – coordinate with your payroll provider; clean posting of payroll entries
Year‑End CPA‑Ready Package – tidy books, schedules, and supporting documents
Trades & Contractor Essentials
Job Costing & Project Tracking – see true profit per job (labor, materials, subs)
Estimates, Invoicing & Progress Billing support – structure for clean AR and faster payments
AP Management – vendor bills, materials, retainage tracking, and payment scheduling
1099 Subcontractor Management – W‑9 collection, year‑end reports, and e‑file prep
QuickBooks Services
New File Setup & Chart of Accounts tailored to your trade
Workflow Tune‑Ups – bank rules, receipt capture, and streamlined approvals
One‑on‑One Training – show you or your office manager only what you need.
Result: save hours each month, prevent costly mistakes, and always know where your money is going.