Profitability Clarity
Know which jobs and services make the best margin so you can spend more time on the right work.
Service 03 of 03
Know Your Numbers.
Run a Tighter Business.
Clean books, accurate financial reports, and payroll support handled by people who understand home services finances.
0+
Transactions/mo (Business plan)
0
Packages available
0+
Employees (CFO plan)
0+
Software platforms supported
Hourly
Or monthly retainer
Why It Matters
Most Home Services Businesses Don't Know If They're Actually Profitable
Mixed personal and business expenses, missed invoices, and messy bank feeds make it hard to see what is really happening. We fix that and keep it clean every month.
Payroll Done Right
Pay the crew on time and keep payroll compliance in view so the back office does not create avoidable problems.
Cash Flow Visibility
Month-end reporting and reconciliation help you understand where the money is going and what it means.
Software Setup
We help set up or clean up the bookkeeping tools so the system is usable instead of messy and confusing.
Service Details
What We Handle Every Month
From transaction entry to financial statements - we do the work so you do not have to keep thinking about it.
Bookkeeping & Reconciliation
Transactions are categorized, accounts are reconciled, and discrepancies are resolved every month.
AP / AR Tracking
We help keep invoices, payables, and receivables organized so cash flow is easier to follow.
Monthly Financial Statements
You get the reporting you need to make decisions instead of guessing from partial numbers.
Payroll Processing
Payroll support keeps your team paid and your records aligned with the rest of the books.
Software Support
QuickBooks, Xero, and JobTread support keeps the system aligned with how you run the business.
Cleanup & Catch-Up
If things are behind, we can help organize backlog work and get the books back on track.
Pricing
Monthly Retainer Packages
Flat monthly support with clear scope. Scale up as the business grows instead of rebuilding the back office every time you add work.
Essential
A practical monthly bookkeeping package for smaller home services businesses who need the basics handled properly.
- Up to 75 transactions/month
- Up to 2 bank accounts
- Bookkeeping & reconciliation
- AP / AR tracking
- Monthly P&L statement
Best for: Freelancers & small shops
Get StartedBusiness
A stronger monthly support package for home services businesses with more moving parts, payroll, and reporting needs.
- Up to 200 transactions/month
- Up to 5 accounts
- Full financial statements
- Payroll up to 10 employees
- Quarterly tax estimates
Best for: Growing businesses
Get StartedCFO Advisory
For growing or multi-crew operations that need more strategic financial support and deeper oversight.
- Unlimited transactions
- Unlimited accounts
- Payroll up to 50 employees
- Budgeting & forecasting
- Monthly CFO strategy call
Best for: Scaling operations
Get StartedFlexible Option
Prefer to Pay Hourly?
Not ready for a monthly retainer? We offer hourly engagements across three tiers, depending on the complexity of the work.
Standard
Routine bookkeeping, transaction entry, and account reconciliation.
- Ideal for one-off cleanups
- Occasional support
- Straightforward scope
Intermediate
Financial statement preparation, payroll setup, and software configuration.
- QuickBooks, Xero, or JobTread
- Payroll setup and processing
- More detailed support
Advisory
CFO strategy, financial forecasting, and higher-level cleanup or tax prep support.
- Strategy support
- Forecasting and planning
- More complex engagements
Common Questions
Bookkeeping & Accounting FAQ
Answers to the most common questions home services businesses ask before handing over the books.
No. We can set things up from scratch or migrate you from your current system. The platform choice depends on the size and complexity of your operation.
Usually very little once the system is set up. We connect to your accounts, and you may only need to forward occasional receipts or answer a quick clarification question.
Yes. Cleanup work is common, especially for home services businesses with mixed accounts, missing transactions, or years of backlog that need sorting before monthly support begins.
Yes. Payroll is included in the Business and CFO-level support options, with a scope that scales based on how many employees you have and how much oversight you need.
Yes. Hourly support is available if you just need occasional help, a cleanup project, or a more flexible engagement model.
