Services
Three services. Done on purpose.
Most bookkeepers try to be everything to everyone. I picked the three services a contracting business needs most and built the whole practice around doing them exceptionally well.
Service 01
Monthly bookkeeping
The books stay current, the numbers stay right, and you stop wondering. Every month I categorize every transaction, reconcile every account to its statement, and send reports built the way a contractor thinks: by job, by crew, by margin.
Right for you if…
- You're doing your own books at night after the job's done.
- You can't say for sure which jobs actually made money.
- Your CPA keeps asking for cleaner records at tax time.
- You want someone reliable who doesn't disappear.
What's included
- Every transaction categorized and matched
- Bank & credit card reconciliations
- Loan and line-of-credit tie-outs
- Accounts receivable & payable review
- Job costing and job profitability
- Monthly profit & loss and balance sheet
- A review call whenever you want one
- Year-end package for your CPA
The Tie-Out Standard
Every monthly client gets the same promise: each account is reconciled to the penny against its real statement, and your reports arrive in the same format every month, so each month can be compared cleanly with the last. If a number is ever off, it’s on me to find it and make it right.
The monthly close
Same close. Every month.
Consistency is what makes the numbers trustworthy. Your books go through the same checklist every month, in the same order, with nothing skipped, so every report you get stands on the same foundation as the one before it.
- No shortcuts. Every account is tied out before a report goes out.
- No moving targets. Same categories, same layout, month after month.
- No guessing. Questions get flagged and answered, not buried.
Month-end close
January
- Month closed
Service 02
Catch-up & cleanup
Behind is fixable. Whether it’s six months or six years, I rebuild your books from the source, your bank and card statements, and hand them back reconciled, organized, and ready to file. No judgment, just a clean slate.
Right for you if…
- You've fallen months (or years) behind and don't know where to start.
- Tax season is coming and nothing is ready.
- A previous bookkeeper left the file in rough shape.
- You need clean financials for a loan, bond, or bid.
What's included
- Diagnostic of your current file
- Backlog rebuilt from bank & card statements
- Miscategorized and duplicate entries corrected
- Every account reconciled to zero difference
- Stale and uncleared items resolved
- Vendor & 1099 contractor records organized
- Clean handoff file for your CPA
Service 03
QuickBooks setup & training
QuickBooks is powerful when it’s set up for how you actually work. I build your file around jobs, crews, and materials, connect your bank and apps, then train you until you’re comfortable reading your own numbers, not just paying someone else to.
Right for you if…
- You bought QuickBooks and never really set it up.
- You're moving off QuickBooks Desktop or spreadsheets.
- You or your office staff want to run the books with confidence.
What's included
- Chart of accounts built for construction
- Products, services & job costing configured
- Bank feeds and credit cards connected
- Invoicing, estimates & progress billing set up
- Migration from Desktop or spreadsheets
- One-on-one training for you or your staff
Staying in my lane
What I don't do.
Focus is how the details get caught. Need a CPA, a tax preparer, or payroll? I’ll connect you directly with a vetted specialist from my partner network. They get books that are clean, reconciled, and ready to work from.
Payroll
Tax preparation
Audits
CFO & consulting
One call, the right specialist. Tell me what you need and I’ll make the introduction.
Book a free consult
Not sure which one you need?
Most contractors start with a cleanup and move to monthly. A short call will tell us where you fit, and you’ll get a written quote before anything starts.