Make Your Financials Tell the Truth — Every Week
Misclassified COGS, broken job costing, and inconsistent cash flow reporting make it impossible to manage margin or forecast accurately. We fix the foundation so your numbers actually help you run the business.
→ Best For
- Contractors with messy chart of accounts
- Businesses struggling with job costing accuracy
- Teams that can't trust their financial reports
- Companies preparing for growth or financing
- Owners who need weekly margin visibility
! Common Challenges
- COGS mixed with operating expenses
- Job profitability reports that don't make sense
- Month-end close taking 20+ days
- Inability to track margin by service line or crew
- Financial decisions based on gut, not data
Expected Outcomes
What you can measure after engagement
Restructured chart of accounts aligned with contractor-specific financial best practices
Accurate margin reporting by job, service line, and crew within 7 days of work completion
Month-end financial statements closed and reviewed within 5 business days
How It Works
QuickBooks Audit
Review current chart of accounts, item/service list, job costing setup, and financial reports to identify misclassifications and gaps
Detailed audit report with specific findings and recommended fixes
Chart of Accounts Rebuild
Restructure COA to separate direct costs from overhead, create service line segments, and establish proper expense categories
Clean, logical COA structure with documentation explaining each account's purpose
Job Costing Configuration
Set up job types, service items, cost codes, and customer/job structure for accurate project-level profitability tracking
Templates and processes for entering job costs correctly going forward
Training & Handoff
Train your team on new structure, provide SOPs for data entry, and deliver customized financial reports
Confidence that your team can maintain the system and you can rely on the numbers
What You Get
Actionable artifacts you can use immediately
Typical Engagement
What's Included
- Complete QuickBooks audit
- COA and item list restructuring
- Job costing configuration
- Custom report templates
- Team training session (2 hours)
- Close checklist and SOPs
- 30 days post-launch support
What's Not Included
- Historical data cleanup beyond 12 months
- Ongoing bookkeeping services
- Third-party software integrations
- Tax preparation or advisory
- Custom software development
Had been in business 8 years but couldn't accurately track job profitability. Materials were mixed with overhead, labor was allocated inconsistently, and month-end reports came too late to act on. We rebuilt their COA, configured proper job costing, and trained their admin team. Now they make pricing decisions from real margin data.
Frequently Asked Questions
Will this disrupt our day-to-day operations?
No. We work alongside your existing processes and make changes during low-activity periods. Most of the heavy lifting happens on our end with periodic check-ins with your team.
Do we need to stop using QuickBooks during the optimization?
Not at all. You continue business as usual. We make changes in phases and provide clear communication about when and how things will shift.
What if we have years of messy data?
We focus on fixing the structure going forward and cleaning up the current fiscal year. Deep historical cleanup is optional and quoted separately if needed.
Can you work with QuickBooks Online or Desktop?
Yes, both. We recommend Online for most contractors due to real-time access and better integrations, but we're fluent in Desktop as well.
What happens after the 6-week sprint?
You get 30 days of post-launch support for questions and minor adjustments. After that, you can continue with our bookkeeping service or manage it in-house with the SOPs we provide.
Do you provide ongoing bookkeeping after optimization?
Yes, if you want it. Many clients transition to our monthly bookkeeping service to keep the system clean and accurate. That's quoted separately.