Software Setup & Training for Contractors

Get your financial systems set up right - the first time.

Most DIY setups cost business owners more time, more stress, and more money than they realize.

We specialize in getting your accounting software built for the way you run your contracting business - so your books work for you, not against you.

Certified. Strategic.

Bookkeeper.

Get It Right from the Start

Did you know that most accounting files we review are set up incorrectly?

The wrong tax settings, account structure, or job-costing setup can cost you thousands - not to mention the hours you waste fixing mistakes later.

And your accountant isn’t always the best person to set it up.

That’s because bookkeeping software setup is a specialty - and it’s what we’ve perfected since 2010.

Our Software Setup Includes:

  • Setup and customization of QuickBooks (or your software of choice)

  • Tax and payroll code configuration

  • Chart of accounts tailored to contractors

  • Bank feed and automation setup

  • Job-costing and app integration

Our Software Training Covers:

  • Personalized one-on-one training

  • Recorded video sessions for reference

  • Post-training support and Q&A

  • Tips for automating receipts, invoices, and approvals

Other services

When You’re Ready to Simplify and Scale

Bookkeeping Cleanup

Get your books back in shape — fast.

If your books are messy, behind, or just don’t make sense, we’ll fix them quickly and accurately.

No judgment, no chaos — just clean, organized financials you can trust.

Monthly Bookkeeping

Stay organized, accurate, and tax-ready all year long.

We handle your monthly bookkeeping, reconciliations, and reporting — so you always know where your business stands.

Clarity isn’t a luxury; it’s your biggest advantage.

Strategy & Coaching

Turn your numbers into decisions — and your business into a profit engine.

We go beyond bookkeeping to help you plan, grow, and manage your business strategically.

Know your numbers, build better systems, and create the financial freedom you’ve worked for.

Let's Clean Up the Chaos and Build Something Better

You're not just behind on your books - you're flying blind.

Let’s fix that before tax season sneaks up.

✅ Free Business Health Check

✅ “Fresh Eyes” Book Review

✅ 20-Min Discovery Call with a Strategic Bookkeeper

Strategic bookkeeping for trades and construction pros. Clean books. Clear reports. Smart growth.

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