More than Clean Books
Good accounting isn't just about keeping the books clean. It's about having numbers you can actually trust when it matters most. When your accounting works the way it should, you stop reacting and start leading. You hire with confidence, invest in equipment strategically, plan around taxes before year-end surprises you, and make growth decisions based on real data—not gut feel.
That's what I build for you.
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I go beyond bookkeeping to build the accounting infrastructure your business actually needs. I handle the books and the bigger picture: the systems, the integrations, the reporting, and the training that turns your numbers into a tool you use every day.
Phase 1: Cleanup, Systems & Training
Timeline: 8-12 weeks
PRICING IS PROJECT SPECIFIC
Before anything can improve, we need to know exactly where things stand. Phase 1 is a deep-dive into how your business runs, how your accounting is set up, and where the gaps are costing you time, money, and clarity. Along the way, I'll clean up the existing bookkeeping.
Get caught up
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Reconcile all bank and credit card accounts (from wherever you left off to current)
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Clean up your chart of accounts—eliminate duplicates, fix logic, establish structure
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Review and correct miscoded transactions
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Clear backlogged bank feeds
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Close out prior periods with accurate financials
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Walk you through what we found and why it matters
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Job Costing Setup
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Set up job costing in QuickBooks (classes, customers, or projects)
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Establish tracking for labor, materials, subs, overhead by project
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Create reports showing actual vs. estimated costs per job
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Train your team step-by-step on coding transactions to the right jobs
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Build profitability analysis so you know which project types to pursue
Process Documentation & Training
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Create an accounting calendar (what happens when)
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Document step-by-step procedures for job setup, coding, month-end, reconciliation
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Conduct training sessions with your team
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Create cheat sheets and quick reference guides
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Record video tutorials for common tasks specific to your business
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Make sure at least 2 people understand the system
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Systems & Automation
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Connect bank feeds, payment processors, payroll to QuickBooks
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Set up rules so transactions categorize themselves
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Configure integrations correctly (no double-entry or missing data)
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Eliminate manual data entry wherever possible
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Show your team how automation works so they can troubleshoot
The outcome:
Clean books, connected systems, a team that knows what they're doing, and a clear picture of where your business actually stands.
Phase 2: Ongoing Controller Support
Stay current. Stay informed. Make better decisions.
$1000 PER MONTH
Once your foundation is built, the real value kicks in. This is where I shift from fixing to supporting—keeping your books current, your systems running, and your financial picture clear enough that you can actually lead your business instead of just managing it.
Monthly Oversight
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Reconcile all bank and credit card accounts every month, no more falling behind
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Job costing analysis and profitability reports
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Monthly Profit & Loss, Balance Sheet, and Cash Flow statements
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Catch errors before they compound into bigger problems​​​
Continuous education
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Plain-English review call to walk you through what the numbers mean
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Ongoing training as your business evolves
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Ongoing access via email and phone for questions as they come up
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Updates when systems or software change
The outcome:
You always know where you stand. You make hiring, investment, and growth decisions with confidence instead of anxiety. And when tax season comes, your accountant gets clean books, not a mess to untangle.
What's Included vs What You Handle
I Handle:
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Monthly reconciliations
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Bank feed review and categorization
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Job costing setup and analysis
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Financial reporting and review calls
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Chart of accounts management
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System automation and integrations
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Process documentation and SOPs
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Team training and video tutorials
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Strategic planning support
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Ensuring books are tax-ready
You (or Your Team) Handles:
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Creating and sending customer invoices
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Accounts receivable follow-up
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Entering and paying vendor bills
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Processing payroll
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Daily data entry
Not Included:
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Tax preparation and filing
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AR Collections or AP management
YOU HANDLE OPERATIONS. I HANDLE ACCURACY, SYSTEMS, AND TRAINING.
From Reactive to Proactive
Most bookkeepers keep records. I build systems.
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The difference is that when we're done, you're not just caught up, you're set up. Your numbers tell a story you can actually use. You stop asking "can I afford this?" and start asking "does this make strategic sense?"
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That's the shift from reactive to proactive. And it changes how you run your business.​