Months behind on your books? Let's get you caught up.
Bookkeeping clean-up and catch-up for HVAC, plumbing, electrical, roofing, and general contractors.
No judgment. Credited toward your project if you move forward.
Your books are behind and you already know it. Receipts are living in your truck, your phone, a shoebox, maybe all three. You've been meaning to open QuickBooks for months. Every time you do, it makes less sense than the last time.
Tax season is coming. Your CPA won't file until the books are current. You're trying to bid a bigger job and the bonding company wants numbers you don't have. Or you just want to know if you're actually making money on the jobs you're running.
Whatever brought you here, you're not the first contractor to fall behind, and you won't be the last. Let's just get the books current.
Clean-up vs. catch-up: what's actually different
Catch-up and clean-up get used like they mean the same thing. They don't.
Catch-up
Missing months. The bank feed's been sitting there untouched, transactions never got recorded, and there are blank periods where your books should be.
Clean-up
Wrong data. Things got entered, but incorrectly: miscategorized expenses, duplicate entries, deposits that were never reconciled, job costs that never got assigned to the right project.
Most of the time you need both. The diagnostic shows which one you're dealing with, and how much of each.
Who this is for
Built specifically for:
Whether you're running one truck or a few crews, if you're the one who's supposed to be keeping an eye on the books and it's fallen behind, this is for you.
If it's been months since you opened QuickBooks, this is for you.
What's included
The process
- Diagnostic review ($75): I review your QuickBooks Online file, map out what's actually wrong, and give you a fixed-price quote
- Clean-up, then catch-up: errors get corrected on the existing months first, then missing months get recorded on that stable base, and job costs get sorted out along the way
- Tax-ready handoff: clean books, ready for your CPA or ready to move into ongoing monthly service
This is bookkeeping clean-up and catch-up built for contractors who run QuickBooks Online. Here's what usually needs fixing in contractor books:
One flat fee to find out
After the diagnostic, you get a written list of what's wrong, how far behind you are, and a fixed-price quote to fix it.
If you're less than 8 weeks behind, I can usually quote you directly from a short call. No diagnostic needed. If you're 8 weeks behind or more, the diagnostic comes first. It's the only honest way to quote this kind of work: every business's mess is different, and pricing it blind helps no one.
Common questions
There isn't one. Whether it's a couple months or a couple years, the diagnostic maps out exactly what it'll take to get current.
Yes, that's what I use for everything. This is a virtual, remote service, so I work exclusively in QuickBooks Online. I don't work in Desktop.
Great, that keeps your cost down. The diagnostic prices based on what's actually there.
Lenders and sureties want clean, current numbers. If that's the goal, tell me up front so I prioritize it.
No. Clean-up and catch-up stand on their own. If you want to move into monthly bookkeeping afterward, we can talk about that, but there's no obligation.
You get accurate, current books: ready to hand to your CPA, ready for a bonding review, or ready to move into ongoing monthly bookkeeping if you want to stay ahead of this going forward.
Ready to stop guessing and get current?
No judgment. Credited toward your project if you move forward.