SERVICES & SCOPE
Every service we provide delivers a direct business outcome: protected cash flow, reduced overhead, and bidding with verified numbers.
Direct 20-minute call with founder S.Amari Raye. No prep required.
Who it's for: Solo owner-operators, or owners with 1–2 helpers in the field.
The Focus: Getting your systems built right, catch-up cleanups, balancing the ledger, and establishing stable monthly maintenance before you hire more hands.
Who it's for: Established trade shops with 3 to 10 guys in the field (whether they ride in separate vans or work together on a remodeling site).
The Focus: Advanced job costing, tracking true labor burden, managing subcontractor certificates, and auditing your field app sync errors.
Group 1
One-Time Projects
The Business Result: Immediate relief from overdue, untangled records. We reconcile backed-up months or years so you can file past-due returns, provide clean records to your CPA, or secure bank financing.
What We Do: Systematic chart of accounts overhaul, historical reconciliations, clearing suspense accounts, and fixing duplicate entries.
The Business Result: A software system structured to mirror how your business produces revenue, eliminating messy downstream manual fixes.
What We Do: Custom chart of accounts setup, direct bank feed configuration, product/service itemization, and automated invoicing rules.
The Business Result: Seamless connection between field operations and accounting records. Field hours and project bills populate your books without double entry.
What We Do: Native Field-to-QBO Sync Configuration & Ongoing Auditing for Jobber, ServiceTitan, and Buildertrend, plus QuickBooks Workforce implementation and payroll reconciliation.
Group 2
Recurring Monthly Subscriptions
The Business Result: Reliable balance sheets and profit & loss statements delivered like clockwork. You always know your exact cash position, operational overhead, and true financial standing.
What We Do: Bank and credit card reconciliations, vendor tracking, chart of accounts maintenance, and general ledger oversight.
The Business Result: See profitability by project, division, or crew. Stop underbidding work and build future estimates on verified cost history.
What We Do: Track labor burden, allocate job-specific materials and equipment, manage subcontractor invoices, and report exact project gross profit.
The Business Result: Eliminate January filing panics. Subcontractor paperwork, W-9s, and payment records remain verified all year long.
What We Do: Ongoing vendor record audits, W-9 collection workflows, 1099-NEC/MISC preparation, and direct electronic IRS submission.
Group 3
Plan the next move with real numbers
The Business Result: Clear financial dashboards you can read straight from your truck. Know exactly when you have the cash flow to buy your next van, upgrade equipment, or bring on a new hire.
What We Do: Monthly performance reviews, margin trend analysis, and direct walkthroughs of your core financial statements.
The Business Result: Predictable cash flow across seasons, cycles, and growth stages. Know exactly when you can afford to buy equipment, add a vehicle, or bring on new hires.
What We Do: Predictive cash forecasts, seasonal break-even calculations, and capital expenditure planning.
Project-Based Entry Point
Your field team runs operations, dispatch, estimates, and time logs inside their trade app. We make sure clean, reconciled financial data lands in QuickBooks Online.
Start with a one-time audit or setup project. Pair it with ongoing monthly bookkeeping and advisory when you want it kept clean.
We don't build software—we make your existing trade platforms work seamlessly with QuickBooks Online so your job costing is exact and your tax-ready financials are always current.
Built for residential trade contractors with 3 to 10 field workers: HVAC, plumbing, electrical, roofing, general remodeling, and landscape construction.
We do not use cookie-cutter packages because no two businesses carry the same transaction volume, account structure, or operational complexity.
We assess your software, transaction activity, and account status during your initial call.
Fixed-fee custom proposal delivered in writing within 24–48 hours after our call. No hidden fees or unexpected hourly spikes.
Your investment is calibrated specifically to your business size and operational requirements.
Not sure you fit? Most clients are residential trade contractors, from solo operators to shops with up to 10 field workers. Running something different? Book the call. We will tell you straight whether it is a fit.
20 minutes. No prep required. Fixed-fee custom proposal delivered in writing within 24–48 hours after our call.
