Nobody goes looking for a bookkeeper on a good week.
Something happened. The CPA called. The bank asked for statements. Somebody quit. A job lost money and you can’t work out why.
Whichever one it was — you’re in the right place. Clear monthly books and job-profit reports for Phoenix trade contractors.
Straight answers. Fixed scope. No long-term contract.
- Job profitability
- Cash position
- Clean books for your CPA
Phoenix-based. Trades only.
Not a call centre in another state and not a franchise. HVAC, plumbing, and electrical shops across the valley — with a direct line to whoever handles your books, not a ticket queue.
Set up for contracting work, not general business.
Accounting software arrives configured for a business that sells one thing. A contracting company isn’t one — so three things have to be set up deliberately, and they’re the first things I do.
Service and installs on separate lines.
A service call and a full changeout carry different margins. Unless the books are built to keep them apart, both land in one revenue line and average into a number that describes neither.
Your field software and QuickBooks in agreement.
ServiceTitan and Housecall Pro feed your accounting software through a connection that has to be configured, and configured correctly. I ran IT before this, so that connection is something I can work on directly rather than reconcile around.
Job costing you can act on.
Labor, materials, and equipment coded to the job — so at the end of the month you can see what each one actually made.
That’s why “revenue’s up” and “I’m not sure I’m making money” can both be true at the same time.
You don’t have to clean up before you call.
People put this off because they think they should get the books presentable first. That’s backwards — it’s how a three-month problem quietly becomes a two-year one.
Don’t straighten anything up. Send it exactly as it is.
What you’ll know every month.
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Your data comes to me.
Bank, card, and field software activity arrives automatically.
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Questions arrive in one batch.
Not a trickle of texts while you’re on a roof. Usually five minutes of your time.
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Reports land before the month is half over.
Profit and loss with service and installs on separate lines, balance sheet, job costing, and a short note on what changed and what’s worth a look.
Straight pricing.
Three stages. You can stop after any of them.
Start with a free 15-minute call. No pitch — if it’s not a fit, I’ll say so and point you somewhere better.
Step 1 — Books Check-Up
$350About a week. Credited toward cleanup.
View-only access — I can look, I can’t change anything. You get a written document:
- How far behind things actually are
- What hasn’t been matched against your bank statements, and how far back
- Whether your field software is posting correctly, and where money’s getting stuck if it isn’t
It’s yours to keep either way.
Step 2 — Catch-Up and Cleanup
$2,500–$4,000Two to four weeks.
Fixed price, set before I start. It does not move partway through.
You end up with books that agree with your bank, categories built for a contracting company, and a clean starting line to build on.
Step 3 — Monthly
$600–$1,600Depending on size. Month to month, no contract, no cancellation fee.
Books closed in the first half of each month, with job costing and a short note on what changed.
What that looks like in practice:
- 5 trucks, two bank accounts, payroll recorded not run — around $800
- 12 trucks, four accounts, payroll run, heavier install volume — around $1,400
You’ll get your number on the call, not after you’ve signed something.
Your QuickBooks file is yours, in your name. If you leave, you take everything and I’ll hand it over cleanly.
Boring on purpose.
We do the same things in the same order for every client, every month. That’s deliberate — it’s why nothing falls through when a month gets busy or somebody’s out.
The software side matters too. ServiceTitan and Housecall Pro feed QuickBooks through a connection that has to be set up right, and we came out of IT — so we’ll go into that connection and fix it rather than work around it.
And someone actually looks at it.
Getting the numbers right is the easy part. Telling you what they mean is the job.
So before anything goes out, one of us reads through it. If a vendor charge doubled, or a job came in well under the others, or the month just doesn’t look like the last three — you’ll hear about it then, while you can still do something about it.
There are four of us, here in Phoenix. One person owns your account and knows your business, with the rest of us behind them. You won’t get passed around or have to explain yourself twice.
Already have an office manager or bookkeeper? We’ll work alongside them.
Founded by [NAME] in Phoenix. I ran IT before this, which is where I learned how these systems talk to each other — and exactly what breaks when they don’t.
Straight answers
Do you do my taxes?
No, and that’s on purpose. I don’t prepare returns — I make sure the books are right and hand your CPA a clean year-end package. If you don’t have one, I’ll point you toward a few here in the valley.
Do you need access to my bank accounts?
View-only for the Check-Up — I can read, not move anything. Ongoing, we set up whatever level you’re comfortable with. I prepare payments; you’re the one who releases them.
Do I have to switch software?
No. Stay on ServiceTitan or Housecall Pro, and stay on QuickBooks.