Services

1. Cleanup & Reset

For businesses with outdated, incomplete, or unclear financial records.

This service focuses on correcting past issues and establishing a clean, reliable foundation so project-level reporting and job costing can be trusted going forward.

Typical work includes:

• Catch-up bookkeeping and reconciliations

• Correcting miscategorized income and expenses

• Chart of Accounts review and restructuring

• Preparing books for system setup, reporting, or CPA review

Most clients fall into one (or more) of these categories:

2. Financial System Setup & Optimization

For businesses that want a structured financial system built for how they operate.

This service aligns QuickBooks with your project workflows, revenue streams, and reporting needs so your financial data becomes usable and meaningful.

Typical work includes:

• Job, project, or program tracking setup

• Class and location strategy (when appropriate)

• Item lists and workflow design

• Reporting structure aligned to your business model

3. Ongoing Monthly Job-Costing Support

For businesses that need consistent project-level visibility and ongoing clarity.

This service maintains accurate job costing, monitors profitability, and ensures your financial system continues to support informed decision-making.

Typical work includes:

• Monthly bookkeeping and reconciliations

• Ongoing project and job-costing oversight

• Monthly financial and project-level reports

• Support for operational questions and decisions

4. Advisory & Special Projects

For targeted needs beyond ongoing bookkeeping.

This service supports deeper analysis, refinement, or one-time initiatives where clarity and accuracy are critical.

Typical work includes:

• Job costing and profitability analysis

• Project or program performance review

• Process and reporting improvements

• Reporting cleanup for CPAs, grants, audits, or lenders

Our Services

Providing specialized financial systems for project-based businesses — where work flows through jobs, projects, phases, or programs instead of simple monthly cycles.

Cleanup and Reset brings your books up to date, corrects past errors, and establishes a clean foundation so project-level reporting and job costing can be trusted going forward.

System Setup and Optimization aligns your financial structure with how work actually flows through projects, jobs, phases, or programs, ensuring accurate reporting and ongoing clarity.

Ongoing Monthly Job-Costing Support maintains accurate project-level tracking, monitors profitability, and provides consistent insight to support confident decision-making.