Finish & framing
Lumber, millwork and hardware coded separately from labor, so a kitchen remodel shows its real board-foot cost, not a lump “materials” line.
- 2100Lumber & sheet goods
- 2150Millwork & trim
- 2200Finish labor
- 2300Dumpster & haul-away
Services · flat fee, invoiced
Friday, 4:50 p.m.: the van is unloaded, the supply-house invoices are in the tray, and the price is already on paper.
Four engagements, each quoted as one flat fee before work starts: a cleanup that squares up to twelve months of records, a job-costing build, monthly books closed by the 10th, and payroll with filings prepared ahead of their due dates. No hourly clock, no scope drift.
Built for the people who are on the tools all day:
- Finish carpenters
- Two-van electrical shops
- HVAC install crews
- Sole proprietors with a helper
Quoted in writing
The rate sheet
Four engagements, four fixed numbers.
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Bookkeeping cleanup
One-time. Typically 5–8 business days from upload.
Most started- Every bank and card account reconciled to statement ending balances
- Uncategorized items cleared with a written exception log
- Owner draws separated from personal spend
- Closed periods locked
-
Job-costing setup
One-time. Typically two weeks.
Margin tested- Job and class structure with cost codes for materials, labor, subs, permits, equipment
- QuickBooks Online items and an estimate-vs-actual template
- Progress billing and retainage tracked per job
- 90-minute walkthrough, then 30 days of email questions
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Monthly bookkeeping
Recurring. Closed by the 10th of the following month.
Closed by the 10th- Reconciliation for up to 4 accounts
- A/R and A/P aging with a collections call list
- One-page job profit report: estimate, cost to date, margin
- Quarterly estimated-tax worksheet for your CPA; 1099-NEC prep each January
-
Payroll administration
Recurring. Weekly or biweekly pay runs.
Filed on time- Pay runs from texted or app timesheets
- Form 941 and NYS-45 prepared every quarter
- Hours split by workers’ comp class and by job
- Prevailing-wage rates applied on public work
Cost-code trees, cut per trade
Your chart of accounts should read like your trade does.
Service & rough-in
Wire, panels and fixtures tracked per job, with permit and inspection fees on their own line and sub-electrician payments tied to a W-9.
- 3100Wire, conduit & boxes
- 3150Panels & breakers
- 3200Permits & inspections
- 3300Sub labor
Install & service
Equipment, refrigerant and line sets costed to the install, with service-agreement revenue and warranty callbacks kept apart from new work.
- 4100Equipment (condensers, air handlers)
- 4150Refrigerant & line sets
- 4200Service agreements
- 4300Warranty callbacks
Line items
Add-ons, priced to the line.
Small jobs that sit beside an engagement. Each is quoted at the number below and invoiced with the engagement it belongs to.
| Item | Price |
|---|---|
| Extra cleanup monthBeyond the 12 months in a cleanup | $48 |
| QuickBooks Desktop → Online conversionFile converted and tied out | $120 |
| Certified payroll report (WH-347)Per report, public jobs | $65 |
| Additional W-2 employeeBeyond 6 on payroll | $17 / mo |
| Sub W-9 and COI trackingExpiry dates logged, 1099-NEC each January | $38 / mo |
| Estimate-vs-actual reviewOne-off margin report on a finished job | $95 |
Scope, stated plainly
What the fee covers, and what it doesn’t.
On the invoice
- Books in QuickBooks Online (Xero second)
- Read-only bank feeds or uploaded PDF statements
- Exception logs, job margin reports, filing prep
- Quote in writing within one business day of your review call
Handled by someone else
- Tax return preparation: your CPA files it, from a tied-out file we hand over
- Signing authority or moving money from your accounts
- Hourly billing of any kind
- Estimating or bidding work for you
Mon–Fri 10am–5:30pm
Pick the engagement, see the number, then decide.
Twenty minutes on the phone, your last three statements, and a flat quote in writing within one business day.