Free guide

The Contractor's Bookkeeping Checklist.

The monthly routine two CPAs use to keep trades books clean: job costing that shows which jobs make money, owner pay you can actually see, and equipment and 1099s handled right. Free, one email, no hoops.

What’s inside
  • ✓ The month-by-month routine, in order
  • ✓ Job costing so you know which jobs profit
  • ✓ Equipment: capitalize vs. expense, done right
  • ✓ Subcontractors, W-9s, and painless 1099s
  • ✓ The pay-yourself-first cash setup (with a tax account)
  • ✓ Six red flags that your books need help

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When you’re ready for more than a checklist

Find out what shape your books are really in.

Our In-Depth Diagnostic Review is how most owners start with us: two CPAs go inside your actual books and tell you the truth, in writing and on video. $497, credited toward your first month.

See the Diagnostic Review How we work with contractors

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