You built this business. You should understand what it’s telling you.
Bookkeeping and advisory for HVAC, plumbing, electrical, home-service contractors and trades businesses along the Wasatch Front.
What you get
We keep your finances up to the high professional standards your business deserves. We also will work with your CPA directly, so tax time is as smooth sailing as any other month.
Monthly Bookkeeping & Close
We don’t want to bury you in numbers, so along with your standard reports (P&L, Balance Sheet, and Cash Flows), you’ll also get your Executive Summary: half a page of plain English explaining what changed, what it means, and what deserves your attention.
Monthly Financial Summary
Once a quarter, we get on a call and walk through your numbers together. Ask questions, flag what's coming, and make sure nothing is slipping through the cracks. You get a bookkeeper who knows your business, not just your transactions.
Quarterly Review Call
Behind on your books? We scope a project to get you current before monthly services begin. You tell us where things stand. We handle the rest. You start fresh.
Catch-Up & Cleanup Bookkeeping
How it works
Book a free call
1
Pick a time that works and we'll talk for about 30 minutes. No preparation needed, this is just a simple call to get to know you and see if we’re a good fit.
We figure out if it’s a fit
2
On the call, we'll ask about your business. What you do, how many transactions you run each month, where your books stand right now. We'll tell you exactly what we'd do and what it costs. If it's not a good fit, we'll say so. If it is, we'll send you a simple agreement that day.
Sign and pay online
3
The engagement letter comes by email. Read it, sign it, and pay the one-time onboarding fee online. The whole thing takes about five minutes. Once that's done, you're a client.
We get set up, you do almost nothing
4
We'll ask for read-only access to your bank and credit card accounts. Read-only means we can see transactions, not move money. We set up your books in QuickBooks on our end. If you've had a bookkeeper before, we'll ask for a copy of your old records as a reference. Either way, we handle the setup. You don't need to learn any software or log into anything.
If your books are behind, we'll scope a catch-up project before we start monthly work. We'll tell you exactly what it involves and what it costs before any work begins.
Your first month closes
5
After your first full month as a client, we close your books and send you three things: your profit and loss statement, your balance sheet, and a plain-English summary of what happened and what to watch. It's in your inbox shortly after the month closes.
About us
A good tech doesn't just fix the unit and walk out. He tells you what he found, what caused it, and what to watch so it doesn’t happen again. You leave knowing more than when he showed up.
That's what bookkeeping is supposed to do. Give you a real read on your business. Not just keep the records clean, but tell you… read more
