Done-for-you monthly bookkeeping in your QuickBooks file. Four plans scoped to your crew and accounts. No per-transaction surprises, no mystery invoices. We confirm your plan after a quick scope review. Prepay 6 months and catch-up comes with it.
Solo owner-operator
Solo owner-operator, 1 to 2 accounts
Growing crew with job costing
2 to 5 crew, 2 to 3 accounts
Payroll, subs & priority close
5 to 10 crew, payroll + 1099s
Multi-entity & high volume
Quote only, consolidations, multi-entity
The backlog stress is real. Prepay six months and the catch-up is on us. Truck plan: catch-up capped to ~6 months back. Crew and up: up to 12 months included. You stay on the jobs. We dig out the books.
Rough guide. We confirm scope on a quick call before anything is final.
Monthly Class P&L, top winners & bleeders
Revenue trend, AR aging, cash runway
Included free on Crew+
Per additional account
Snap from the truck, auto-categorized
We create and send invoices and manage bill pay (Bill.com)
Scoped by how many months you are behind
All of it. Every plan is full-service: we reconcile your accounts, categorize them the trade way, and deliver an expert-reviewed monthly close through our white-label fulfillment partner, with TradeBookkeepingPro QC, SLAs, and automation on top. Done-for-you books. Not DIY software you still have to run yourself.
Bench locked you into their ledger. QuickBooks Live sorts transactions but does not touch job costing, 1099s, or field-service sync. We work inside your QuickBooks file, keep your job classes intact, connect Jobber/ServiceTitan to QBO on Crew+, and show you profit job by job. Plans are built around your crew size and account count, not per-transaction fees.
Behind on the books? Prepay 6 months and we catch you up free. Catch-up is capped to about 6 months on Truck, and runs the full 12 months on Crew and up. It is the fastest way to get current and stay current.
Yes. Always. You own your QuickBooks Online subscription and your data. Cancel and we hand back a clean file with workpapers. No proprietary ledger. No hostage data.
We connect your field-service tool (ServiceTitan, Jobber, Housecall Pro) to QuickBooks so deposits, merchant fees, and invoices actually match instead of drifting apart. Included on Crew and up. Available as an add-on on the Truck plan.
You can start month to month. There is no long-term contract and you can cancel anytime. If you are behind and want the free catch-up, that runs on a 6-month prepaid start. Either way, you keep your QuickBooks file and workpapers.
Yes, the two work together. Your CPA handles taxes and advice a few times a year. We do the monthly books they work from: reconciled, job-costed, and ready in your own QuickBooks file. Most CPAs would rather get clean books every month than a shoebox in March. Your tax relationship stays yours.
Tell us about your crew and your accounts and we'll scope it straight. No pitch, no pressure.
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