Services

1 | PRECISION BOOKKEEPING

Accurate books are the foundation of good decisions.

Precision Bookkeeping provides professional management of your general ledger—the financial system of record for your business. I keep your books accurate, complete, and consistently maintained. That means every transaction properly recorded, every account reconciled, and the ledger kept in order so the numbers can be trusted.

My approach goes beyond simple data entry. I manage your books so they stay clean, organized, and current; giving you reliable financial information while freeing you from the day-to-day burden of bookkeeping. Instead of chasing receipts or worrying about whether the numbers are right, you can focus your time on running jobs, serving customers, growing the business, or spending that extra time with your family or on leisure activities.

Below is a listing of our Precision Bookkeeping services:

Cleanup & Restoration

If your books have fallen behind or become disorganized, the first step is restoring them to an accurate and reliable condition.

Historical Catch-Up – Entering months or years of missing financial activity.
Bookkeeping Cleanup – Correcting misclassified transactions and organizing messy records.
Forensic Cleanup – Resolving issues such as commingled personal and business expenses or accounts that don’t reconcile.
System Migration – Moving financial data from outdated desktop software to a modern cloud-based accounting environment.

Ongoing Bookkeeping

Professional management of your books is necessary so your financial records stay accurate, current, and reliable. With the books maintained properly each month, you always know where your business stands and can rely on the numbers when making decisions.

General Ledger Management – Precise classification of all financial activity, including integrating data from non-QuickBooks applications you might be using so revenue, costs, and job profitability can be clearly tracked.
Bank & Credit Card Reconciliation – Ensuring accounts match bank records and discrepancies are resolved.
Accounts Payable – Tracking and managing what you owe vendors and subcontractors.
Accounts Receivable – Tracking and managing what customers owe you.
Month-End Close – Finalizing each month’s books so the numbers are accurate and locked.
Financial Statement Preparation – Producing clear and reliable financial reports.

Stream Line Your Accounting Systems

Improving how financial information flows into your books so routine processes run smoothly and people spend less time on paperwork. Not every business needs automation, but when the volume of transactions or paperwork grows, the right tools can significantly reduce manual work, improve accuracy, and keep your records organized. Many of these tools are already part of QuickBooks.

Digital AP/AR Workflows – Replacing paper-based processes with automated approval and payment tools for vendor bills and customer invoices.
Subcontractor Compliance Tracking – Automating the collection and storage of W-9s and Certificates of Insurance (COIs) so records are organized and audit-ready.
Time Tracking Streamlining – Improving how field hours are captured and integrated with payroll to reduce manual calculations and office work.
Paperless Office – Creating a structured digital filing system for contracts, W-9s, and insurance certificates so documents can be retrieved instantly.

Compliance & Tax Readiness

Keeping your records organized and prepared for tax and regulatory requirements.

1099 Preparation – Collecting W-9s and preparing 1099-NEC/MISC filings for subcontractors.
Sales & Use Tax Tracking – Monitoring tax collected on service calls and equipment sales and preparing filings if needed.
CPA Collaboration – Providing a clean, tax-ready year-end package to your tax preparer. This will reduce your time to prepare it. And reduce your tax preparer's time and cost to do your taxes.

2 | NEXT - LEVEL OPERATIONAL CLARITY

Every client receives a complete set of standard financial statements—the essential reports you need to track your bottom line and keep things formal for the bank or the CPA. But for owners who want to dig deeper, I offer Next-Level Operational Clarity. This takes those foundational records and goes a step further, translating the data into a live digital scoreboard/dashboard.

This is a collaborative process where we sit down together to define exactly which key business drivers you want to track. Whether it's spotting labor leaks as they happen, managing margins on specific types of work, or keeping a closer eye on your cash runway, we identify the specific trends that drive your business forward. I then pull that data into clear, one-page visual summaries that live right on your screen. While your monthly reports provide the permanent record of where you’ve been, this optional layer of support gives you an "in-the-moment" view to make the right calls today.

Key Deliverables

Business Performance Dashboards – A dashboard is a one-page visual summary of your most current data. It pulls the numbers and trends most important to you in running your business from the books of record. Instead of looking at a 10-page financial report based on the past, you see a few simple charts that show you exactly what is happening right now. If you want to see the details behind the numbers that make up the chart, you can click on them and drill down for more information.

Dashboards can include:

Revenue Trends – Monitoring growth patterns and seasonality.
Margin Monitoring – Tracking gross margins to identify rising costs or pricing pressure.
Cash Flow Visibility – Monitoring cash balances, receivables, and payables to anticipate potential cash pressures.
Job Profitability – Showing revenue, labor, materials, and overhead by job so you can clearly see which jobs are making money.
Revenue & Cost Trends – Comparing labor, materials, and overhead over time to highlight changes in cost structure.

In addition to dashboards:

Management Reporting – Periodic summaries highlighting important financial changes and trends.
Decision Support Conversations – Reviewing the numbers together and translating them into practical decisions around pricing, hiring, spending, and growth.

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