Flat monthly fees, published because you shouldn't have to ask. Pick the tier that matches your volume — I'll help you land on the right one.
Whether you run an electrical contracting firm, an HVAC or plumbing crew, a landscaping outfit, or a local retail shop, the monthly work is the same: clean, reconciled books you can actually make decisions from. For trades, that means knowing which jobs made money — not just what landed in the bank.
Every transaction coded correctly, so your reports actually mean something. When you look at what you spent on materials last quarter, the number is right — not a guess.
Your books matched against every bank and credit card statement, to the cent. If something doesn't tie out, I find it before it becomes a problem.
A clean P&L and balance sheet every month, in plain language — what came in, what went out, where you stand. The numbers you'd actually use to make a decision, not a data dump.
Invoices entered, aging tracked, and follow-up on what's owed to you. Steady cash flow depends on someone actually chasing the money, not just recording it.
No hourly billing. You'll know what you pay before you sign, and your monthly won't change without a conversation.
Every package has a transaction cap. If you go over, the first month is a heads-up, not a bill. Nothing gets invoiced that we haven't already talked about.
Also available, priced individually: QuickBooks Online setup, repair, and diagnostic reviews · Job Costing setup & tracking · 1099 preparation · AR follow-up sprints · custom reporting.
Months of unreconciled books don't fix themselves, and they don't belong inside a monthly fee. Catch-up is a separate, one-time project: I bring the past current, then the monthly service keeps it there.
I'll look at your file first, then give you a fixed number. Six months behind and six months behind with three unreconciled accounts are different jobs — you deserve a real quote, not a guess.
Get a catch-up quoteColorado commissioned through 2027. Lien waivers, field paperwork, contractor documents — when something needs notarizing, it's already handled. No hunting down a bank branch or a shipping store on your lunch hour, and no stalling a project over a signature.
Record, reconcile, categorize, report on what happened — every account, every month, to zero unexplained variance. That's the work, and it's all I do.
Taxes belong to your CPA. Payroll belongs to your provider. What I hand them is a clean, reconciled set of books. If you don't have a CPA yet, I'll point you to one.
Knowing exactly where my work ends is part of doing it well.
That's what the call is for. Tell me your rough monthly volume and where your books stand, and I'll point you to the right package — or tell you honestly if you're not ready for one yet.