Comprehensive Bookkeeping Solutions For Custom Builders
You're a custom builder or service provider in the construction, real estate, home maintenance/repair industry and...
You’re ready to finally take control of your business
You appreciate honest feedback about how your business is doing
You’re willing to put in the effort to provide documentation and answer questions so I can gain a better understanding of your business and how you operate
You’re comfortable leveraging technology to save time and energy (or are willing to learn)
Comprehensive Bookkeeping Solutions
Premium Bookkeeping
For those wanting to optimize their systems to haveclarity in their business to make solid decisions.
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Includes Growth Bookkeeping, plus:
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Pro Project Performance Analysis
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Smart Expense Management
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Streamlined Receivables & Payables
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Rapid Response Client Support
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Pro Financial Success Scorecard
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Enhanced Monthly Financial Insights
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Monthly Strategic Review Chats
- Bill Pay
- Invoicing
- Sales Tax Filing
- Subcontractor Management
- Insurance Audit Support, and more!
Growth Bookkeeping
For those wanting to quickly measure and compare business performance to the previous period.-
Includes Essential Bookkeeping, plus:
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Core Project Performance Analysis
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Seamless App Integration
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Effortless Tax Support
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Priority Client Support
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Core Financial Success Scorecard
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Monthly Financial Insights
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Quarterly Strategic Review Chats
- Bill Pay
- Invoicing
- Sales Tax Filing
- Subcontractor Management
- Insurance Audit Support, and more!
Essential Bookkeeping
For those looking for compliance level services while ensuring they capture their deductible expenses.-
Includes:
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Hassle-Free Bookkeeping
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Tax Savings Optimization
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Assured Client Support
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Quarterly Financial Insights
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Encrypted Client Portal & Document Storage
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Peace of Mind Accounting Backup
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Strategic Review Chats
- Sales Tax Filing
- Subcontractor Management
- Insurance Audit Support, and more!
*Starting prices are based on up to 50 transactions monthly and up to 2 bank/credit accounts. Individual pricing will be determined based on the scope of your customized services.
Ready for current and accurate books without the stress and frustration?
One Time Strategy Options
One-Hour Strategy Call
Open and honest feedback about how your business is doing so you can make informed decisions about your future.
A one-on-one session to address your questions or troubleshoot issues in your QuickBooks Online account.
Examples of questions past clients have used strategy sessions to answer:
Why isn’t my QuickBooks balance correct?
Should I be set up on payroll?
How do I categorize my transactions?
Investment: $297
Diagnostic Review
Open and honest feedback about how your business is doing so you can make informed decisions about your future.
I’ll dive in and review the data and document my findings. You’ll get a clear picture of how your books.
Once the review is complete, you’ll receive the report with all of my findings and recommendations.
Investment: $597
Upgrade options: Video overview of findings and recommendations, one-on-one consulting/training session focused on resolving findings
Working together is simple
My simple 3 step approach works because it considers your entire business as a whole. My specialized industry experience gives me the knowledge about what’s needed to strengthen your business. I’ve seen the roadblocks that come up along the way and I’m ready to help you overcome them and take your business to the next level.
Lay the foundation
To increase profits and cashflow, we need to lay a solid foundation for your business. We'll clean up your processes and procedures. This might include implementing new processes to ensure we're are getting the most accurate data possible.
Develop reports
Now that we have your foundation in place, I can provide you with meaningful data. I'll provide you with up-to-date and comprehensive reports. You'll finally have clarity on the performance of your business.
Build your future
It’s time to take your business to the next level! With your foundation and reporting in place, I can advise you to increase profits and maximize your income. I handle your books and guide you to stay on track.
