Every bookkeeping service a contractor actually needs.
Most bookkeepers work from a generic template. We built everything around contractors: job costing, subcontractor tracking, FSM integrations, and a CPA-reviewed close delivered by the 15th of every month.
CPA-reviewed close, every month
Books delivered by the 15th.
Contractors get clear monthly financials that reflect what each job actually cost, not just what cleared the bank.
What most bookkeepers miss
Most general bookkeepers use a one-size-fits-all chart of accounts. Job classes disappear, making it impossible to see which projects made money.
Monthly Bookkeeping Inside Your QuickBooks
Done-for-you books, delivered by the 15th, every month.
We do the work directly inside your existing QuickBooks Online account. Every month we reconcile all accounts, apply a trade-native chart of accounts, track job costs by class, and deliver a CPA-reviewed close packet with a clean P&L and balance sheet. You keep full ownership of your data.
- Full account reconciliation (bank, credit card, loan)
- Trade-native chart of accounts setup and maintenance
- Job costing and class-level reporting by project
- AR and AP tracking
- CPA-reviewed monthly close packet
- Books-by-the-15th and class-preservation SLAs
Contractors who sync their field tool stop losing hours each month reconciling paper invoices against their books.
What most bookkeepers miss
Without a managed sync, field invoices and QuickBooks records diverge quickly. By year-end the gap can be months of transactions to untangle.
FSM-to-QuickBooks Sync
Your field tool and your ledger, finally speaking the same language.
Field management platforms like Jobber, ServiceTitan, and Housecall Pro generate invoices, estimates, and job records that should flow directly into your books. We set up and maintain that sync so every job in the field reflects accurately in QuickBooks with no double entry, no missed revenue, and no manual reconciliation between two systems.
- Jobber, ServiceTitan, and Housecall Pro integration setup
- Invoice and payment flow mapping to QuickBooks
- Ongoing sync monitoring and error resolution
- Duplicate transaction detection and cleanup
- Field-to-ledger reconciliation each close cycle
- Onboarding support for new platform connections
Proper sub tracking eliminates the year-end rush and keeps you compliant with IRS filing requirements.
What most bookkeepers miss
Lumping sub payments with material costs hides your 1099 liability. Many contractors discover a year-end compliance problem after the filing deadline.
1099 Subcontractor Tracking
Stay compliant on subs without the year-end scramble.
Contractors who pay subcontractors more than a reporting threshold in a calendar year are required to file 1099-NEC forms. We track eligible sub payments month by month, collect and store W-9 information, and prepare your 1099 filing so nothing falls through the cracks at year end.
- Month-by-month subcontractor payment tracking
- Separate coding of subs vs. materials in your books
- W-9 collection and storage for each payee
- 1099-NEC preparation and filing at year end
- Threshold monitoring to catch reportable payees early
- Coordination with your CPA for filing review
Contractors who complete a catch-up have accurate historical books their CPA can actually use, and a clean starting point for ongoing service.
What most bookkeepers miss
Starting monthly bookkeeping on top of messy prior-period records means the problems compound. Catch-up clears the slate first.
Catch-Up and Cleanup Bookkeeping
Months or years behind? We dig you out.
If your books have not been touched in months, or your current records are too messy to be useful, we provide a structured catch-up engagement. We reconstruct the transaction history, reclassify misfiled items, separate commingled personal and business expenses, and get you to a clean, current ledger before moving to monthly service.
- Full transaction review and reclassification
- Separation of business and personal expenses
- Bank and credit card reconciliation for prior periods
- Job cost reconstruction where records allow
- Clean chart of accounts for the go-forward period
- Handoff to monthly service on completion
What we don't do.
We'd rather be upfront than overpromise. Here's where we stop and who we recommend instead.
Tax preparation or annual return filing (we partner with TradeTaxPro for that)
Payroll processing for crews (we refer to dedicated payroll platforms)
Financial statement audits or compilations for bonding (we refer to audit firms)
CFO advisory or fractional CFO services (we focus on clean, accurate books)
TradeBookkeepingPro vs. general bookkeeper vs. doing it yourself.
We're not for everyone. Here's a straight comparison so you can decide.
| DIY (QuickBooks alone) Your time | General Bookkeeper Generic setup | TradeBookkeepingPro Trade-native | |
|---|---|---|---|
| Trade-native chart of accounts | |||
| Job costing and class-level reporting | |||
| FSM-to-QuickBooks sync (Jobber, ST, HCP) | |||
| 1099 subcontractor tracking month-by-month | Year-end only | ||
| CPA-reviewed monthly close | Sometimes | ||
| Books-by-the-15th SLA | |||
| Catch-up and cleanup service | Extra fee | ||
| Done inside your QuickBooks (you own the data) | Varies |
Not sure which service fits your situation?
Tell us about your business and we'll walk through what monthly bookkeeping looks like for your trade. No pressure, no obligation.