Contractors & Trades
Remodelers, roofers and general contractors.
You bid the job, run the crew and order the materials. Then you find out at tax time whether you made money. I track every job so you see your profit while the work is still going.
How I help
- • Job costing by project, with labor, materials and subs
- • WIP schedules and over/under billing
- • Progress billing, retention and change orders
- • Subcontractor 1099s and certificate-of-insurance tracking
Home & Field Services
Landscaping, HVAC, plumbing, electrical, cleaning and pest control.
You're running crews all day, and the books wait until night. I keep your job costs, payroll, and cash clear so you know which jobs actually make money.
How I help
- • Job and service-line profitability
- • Payroll, overtime and field labor costs tied out
- • Recurring maintenance contracts and memberships
- • Vehicle, fuel and equipment costs tracked
- • Field software deposits (Jobber, ServiceTitan, Housecall Pro) matched to the bank
Property Managers & Real Estate
Property management firms, small landlords and real estate offices.
Owners want their statements on time, and tenants want their deposits back right. I keep every dollar in the right ledger so month-end isn't a scramble.
How I help
- • Owner and tenant ledgers that tie to the bank
- • Trust and security deposit account reconciliations
- • Monthly owner statements and distributions
- • Maintenance, vendor bills and 1099s
- • Commission and agent split tracking
Professional & Local Services
Agencies, consultants, salons, fitness studios and auto repair shops.
Your clients and your team come first, so the paperwork piles up. I turn it into a clear monthly picture of what's coming in, what's going out and what you can count on.
How I help
- • Project, client or service profitability
- • Retainers, packages, memberships and gift cards tracked correctly
- • Payroll, commissions and booth rent reconciled
- • POS and card-processor deposits (Square, Stripe, Mindbody) matched
- • A/R follow-up and a simple cash forecast
Shops & Online Sellers
Retail stores, e-commerce brands and wholesalers.
Sales come in from your store, your website and three apps, and the deposits never match. I reconcile it all so you know your real margins on every product.
How I help
- • Shopify, Amazon, Stripe, PayPal and Square payout reconciliations
- • Fees, refunds and chargebacks booked correctly
- • Inventory, landed cost and COGS
- • Gross margin by product or channel
- • Wholesale A/R, vendor terms and cash planning
Don't see your industry? Just ask. I'll tell you honestly if I'm a good fit.