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Books & File

Bookkeeping for contractors · Online tax prep

Books done. Taxes filed. You get back to work.

Bookkeeping built for contractors and home service businesses, plus fast, fully online tax prep for individuals and families.

Get My Free Books Checkup File My Taxes Online
  • 100% online
  • Real humans, not a call center
  • Flat, upfront pricing
  • Serving clients nationwide
Smiling home service technician holding a tablet beside a white van

Sound familiar?

You're on a roof all day. Your books shouldn't be your night job.

Slammed with jobs, but no idea where the money goes.

Your books are 3, 6, even 12 months behind.

Your spouse does the books at night, and nobody enjoys it.

Tax season hits and it's a scramble for receipts.

We fix that. For good.

Two services, one team

Bookkeeping for contractors and online tax preparation

Bookkeeping for Trades & Home Services

  • Monthly bookkeeping and reconciliations
  • Catch-up and cleanup
  • Job costing
  • 1099 subcontractor tracking and filing
  • 2-minute monthly profit reports
  • Works with QuickBooks, Jobber, Housecall Pro, ServiceTitan
Explore bookkeeping

Tax Preparation

  • Individual and family returns
  • Small business and self-employed returns
  • Secure upload link sent to you. E-sign, done.
  • Year-round support, not just in April
Explore tax prep

Built for the trades

HVAC, plumbing, and construction bookkeeping

We specialize in the trades, so we already speak your language.

HVAC
Plumbing
Electrical
Roofing
Landscaping
Cleaning
Remodeling

How it works

Three steps. Then you're done thinking about it.

1

Book a free 15-minute call.

2

We get your books current, or we send you a secure link for your tax docs.

3

Clean numbers every month and taxes filed on time.

Book a Free Call

What working with us looks like

Catch-up bookkeeping, job costing, and 1099 filing in action

Typical situations we fix for trades and home service owners.

Example scenario HVAC

8 months behind → current in 3 weeks

Before
A 6-truck HVAC company. The owner did books on weekends and was 8 months behind, with tax season close and no clear profit picture.
What we did
Full catch-up cleanup, reconciled every bank and card account, and set up monthly bookkeeping in their existing QuickBooks.
After
Books current in 3 weeks, a clean file ready for taxes, and a 2-minute monthly profit report the owner actually reads.
Example scenario Plumbing

Found the jobs losing money

Before
Steady work, thin margins, and no idea which jobs made money.
What we did
Job costing that ties labor, materials, and subs to each job.
After
Water heater installs turned out to be underpriced. The owner raised prices and margins improved within a quarter.
Example scenario Remodeling

1099s done, zero tax-time panic

Before
A dozen subcontractors paid through the year, and no W-9s on file.
What we did
Collected W-9s, tracked sub payments monthly, and filed all 1099s on time.
After
A calm tax season, returns filed on schedule, and organized records.

Why owners trust us

A bookkeeper who gets your world

We specialize in the trades.

Flat pricing, no surprise bills

Your books current within 30 days, or we keep working free

Bank-level security for your documents

Talk to a real person, same business day

Pricing

Flat monthly bookkeeping. No surprises.

Starter

For owner-operators and lower volume.

$500/mo

  • Up to 150 transactions/month, 2 bank or card accounts
  • Monthly bookkeeping
  • Bank & card reconciliations
  • Monthly profit report
Get started
Most Popular

Growth

For growing crews.

$1,000/mo

  • Up to 400 transactions/month, 5 bank or card accounts
  • Everything in Starter
  • Job costing
  • 1099 subcontractor tracking
  • Quarterly review call
Get started

Pro

For multi-truck and multi-crew operations.

$2,000/mo

  • Up to 1,000 transactions/month, unlimited bank or card accounts
  • Everything in Growth
  • Priority support
  • Cash-flow forecasting
  • Monthly review calls
Get started

A transaction is any line on your bank or credit card statements. Need more? We'll build a custom plan.

Catch-up Cleanup

Months behind? We'll get you current.

Custom quote

Tax Preparation

Individuals, families, and businesses.

From $500

Flat monthly price. No surprise bills.

FAQ

Questions owners ask us

Stop doing your books at midnight.

Book a free 15-minute call. No pressure, no jargon.

Book My Free Call
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