How it works

We do the books. You stay on the tools. We work directly inside your QuickBooks file, close on a fixed calendar, and back everything with contractor-specific SLAs in writing. Not a software subscription. Done for you.

Kickoff and access

Day 1 to 3

Signed engagement and QuickBooks access authorization
Bank feeds connected read-only: we categorize transactions, we never move your money. Chart of accounts reviewed and set up for your trade
Catch-up scope locked in if you chose the 6-month prepaid offer
Named bookkeeper assigned. You get a direct contact, not a support queue.

Monthly close

Every month

Every bank and credit account reconciled to the statement
Transactions coded with vendor rules: subs, materials, vehicle, tools
Your job and class structure stays intact (Class-preservation SLA)
expert-reviewed close: prepaids, accruals, depreciation handled as needed

Delivery and insights

Every month

Monthly reporting pack delivered to your portal
Monthly Insights email: revenue, expenses, net, cash, and one flag to watch
Job Profit visibility on Crew+ so you see which jobs won and which ones lost
FSM sync keeps your deposits aligned with Jobber, ServiceTitan, and Housecall Pro

Your tools, connected

QuickBooks Online with field-service sync on Crew+. Bank feeds and receipt capture included.

expert-reviewed every month

Not just categorization. Accruals, prepaids, and a full close QA before the pack hits your portal.

Plain-English insights

One email a month. The numbers that matter, and one flag worth your attention. No 40-page PDF.

Job profit on Crew+

Find out which jobs actually made you money after materials, subs, and labor. Not just total revenue.

Ready to hand off the books?

Get started See plans