Services
Bookkeeping support that grows with an owner-operated business.
Start with clean monthly books. Add payroll, AP/AR, cash-flow reviews, and decision support as the business becomes more complex.
01
Monthly Bookkeeping
Clean books on time, every month.
Your books reconciled, categorized, and delivered by the 10th of every month. No chasing. No guessing. You get a P&L statement, balance sheet, and a clear picture of where the money went, so you can actually run the business instead of wondering about it.
What's included
- Bank and credit card reconciliation
- Monthly P&L and balance sheet
- Job costing and revenue tracking
- Books delivered by the 10th guarantee
- Email support for questions
02
Catch-Up Bookkeeping
Months behind? We get you current.
Fell behind during a busy season or a rough stretch? We dig into the backlog, clean up the mess, and bring your books current. No judgment, no lecture. Once you are caught up, we keep you there.
What's included
- Full backlog cleanup, months or years
- Recategorization and correction
- Clear record of what happened and when
- Handoff into ongoing monthly service
- Scoping included at no charge
03
Payroll Support
Pay your crew right. Every time.
Payroll works better when it stays connected to the books. We support employee setup, recurring payroll administration, payroll records, and monthly reconciliation.
What's included
- Weekly, biweekly, or seasonal payroll
- Payroll tax filing and deposits
- Workers comp audit support
- Year-end W-2 and 1099 prep
- Integrated with your books
04
Profit Leak Review
Find out where the money is going.
A deep dive into 12 months of transactions to find the overhead drains, job pricing gaps, and recurring charges that are quietly eating your margins. Most audits surface more than they cost within 60 days.
What's included
- Full 12-month transaction review
- Overhead and subscription review
- Job cost analysis by service type
- Written findings and action items
- Included free in Growth and Managed plans
05
QuickBooks Setup
Set up right the first time.
A QuickBooks file built around how your business actually works. We configure the accounts, bank feeds, invoicing, payroll, sales tax, and reporting so the numbers mean something.
What's included
- Industry-specific chart of accounts
- Customer and vendor setup
- Bank and payment account connections
- Training walkthrough included
- Cleanup of existing QuickBooks if needed
06
Fractional CFO
Financial oversight without the overhead.
For owners who want more than clean books. Cash flow planning, growth projections, and a monthly look at what you planned versus what actually happened. The kind of financial thinking that used to mean hiring someone full time.
What's included
- Monthly review of what you planned vs. what happened
- Cash flow forecasting
- Growth and hiring projections
- Pricing and margin analysis
- Included in Managed plan
“Helped us track job expenses better and understand our cash flow more clearly. Now I know which jobs are actually profitable.”
Moe, service-business owner
Books by the 10th
Or that month is free. No exceptions.
Owner-operated focus
Strongest fit from roughly $150K to $1M in annual revenue.
No long-term contracts
Month to month. Cancel anytime.
Not sure which service fits?
The free bookkeeping review takes about 20 minutes. We look at your books together, explain what you need, and give you a price. No commitment.
Request your free bookkeeping review