Industries

I know your industry's books before you explain them.

A bookkeeper who works with everyone learns everyone's business slowly. I focus on small to mid-sized service companies — construction and the trades, and professional service firms — because their books share the same pressure points, and because knowing those points is what makes the reports useful instead of merely correct.

01 — Construction & Trades

Where the profit hides in the job, not the month.

General contractorsElectricalPlumbing HVACRemodelingRoofing LandscapingConcrete & framingSpecialty subs

A contractor's P&L can look healthy while half the jobs lose money. Set up correctly, QuickBooks Online tells you which is which.

  • Job costing by project, phase, or cost code
  • Labor, materials, and equipment allocated to the right job
  • Subcontractor tracking, W-9 collection, and 1099 filing prep
  • Progress billing and draw schedules
  • Retainage receivable tracked, not lost
  • Work-in-progress and over/under billing reporting
  • Change orders reflected in the numbers
  • Equipment loans and depreciation schedules kept current
  • Bonding- and lender-ready financial statements

02 — Professional Services

Where revenue is earned long before — or after — it's paid.

ConsultantsMarketing agenciesIT & managed services Engineering & designInsurance officesLegal practices Staffing & recruitingCoaching & training

Retainers, milestones, and subscriptions make timing the hard part. Recognized properly, your margins stop moving around for no reason.

  • Retainer and deposit liabilities tracked correctly
  • Deferred and unearned revenue recognized in the right period
  • Client and project profitability, side by side
  • Billable versus non-billable cost visibility
  • Recurring and subscription revenue reconciliation
  • Contractor and 1099 payment management
  • Pass-through costs and client reimbursables
  • Multi-state and remote-team expense handling
  • Owner compensation and distribution clarity

Also a good fit

Adjacent service businesses I work with comfortably.

Field & home services

Cleaning, pest control, auto repair, property maintenance — high transaction volume, crews, and route or technician-level profitability.

Wellness & practice owners

Studios, salons, clinics, and therapy practices — package and membership revenue, contractor practitioners, and multiple location tracking.

Retail with a service arm

Businesses that sell product and bill labor, where inventory and job costing have to coexist in one clean file.

Tell me about your business See the services