Monthly Bookkeeping
Your books closed on a schedule, in QuickBooks Online, with reports you can actually read and act on.
- Bank and credit card reconciliations
- A/R and A/P management
- Monthly P&L, balance sheet, cash flow
- Audit-ready documentation
Virtual bookkeeping · Nationwide
Monthly bookkeeping, cleanup, and QuickBooks Online support built for small to mid-sized service businesses — construction and trades, and professional service firms. Twenty-plus years of experience, delivered entirely virtually.
The problem
Most of the owners who call me are good at the work — the build, the client, the crew. The books are what slipped. If any of these sound like your month, we should talk.
What I do
Your books closed on a schedule, in QuickBooks Online, with reports you can actually read and act on.
Behind by a quarter or three years? I rebuild the history, fix what's miscoded, and hand you a tax-ready file.
Prefer to keep it in-house? I'll set QuickBooks Online up properly and teach you or your team to run it.
Who I work with
I work with a deliberately narrow set of industries, because service businesses share the same hard parts: labor, subcontractors, project profitability, and cash that arrives long after the work is done.
General contractors · Electrical · Plumbing · HVAC · Remodeling · Landscaping · Concrete & framing
Job costing that tells you which jobs earned their keep, clean subcontractor and 1099 tracking, progress billing, and retainage that doesn't quietly disappear from your reports.
Consultants · Agencies · IT & tech services · Engineering · Insurance & legal offices · Marketing firms
Retainers and deferred revenue handled correctly, project and client profitability you can compare side by side, contractor payments in order, and multi-state clients kept straight.
How it works
No cost, no pitch deck. You tell me what's going on with the books, I tell you honestly whether I'm the right fit.
I review your QuickBooks Online file, tell you exactly what shape it's in, and send a written scope and flat monthly quote.
Cleanup first if needed, then a steady monthly rhythm: reconciled books and reports in your inbox, same time every month.
In their words
Placeholder — real quotes needed
“We were fourteen months behind. Regina rebuilt the whole year and had it ready for our CPA before the extension deadline.”Owner · Electrical contractor
“For the first time I can tell you which jobs make money. That changed how we bid.”Owner · General contractor
“She set up QuickBooks the right way and taught my office manager to run it. Best money we've spent.”Principal · Consulting firm
From the blog
QuickBooks Online · 6 minute read
The same five problems turn up in almost every file I clean up. None of them look like emergencies — that's exactly why they're expensive. What each one costs, and how to fix it yourself.
More guides coming
Plain-English guides on the bookkeeping decisions that actually move money in a service business — job costing, retainers, 1099s, and knowing which work is worth taking.
Next step
Fifteen minutes on the phone, no obligation. Worst case, you get a straight answer about where your books stand.