Kickoff & access
Day 1–3- Signed engagement + QuickBooks access authorization
- Bank feed connection and chart-of-accounts review
- Catch-up scope if you chose the 6-month prepaid offer
- Named bookkeeper assigned, you get a direct contact
How it works
Done-for-you bookkeeping, not DIY software. We work inside your QuickBooks file, deliver on a fixed calendar, and put contractor-specific SLAs in writing.
Monthly close rhythm
Every month- Reconcile every bank and credit account to the statement
- Categorize with vendor rules, subs, materials, vehicle, tools
- Job/class structure preserved (Class-preservation SLA)
- CPA-reviewed close: prepaids, accruals, depreciation as needed
Delivery & insights
By the 15th- Branded monthly reporting pack in your portal
- Monthly Insights email, revenue, expenses, net, cash, one flag
- Job Profit visibility on Crew+ (which jobs won or lost)
- FSM sync keeps deposits aligned with Jobber / ServiceTitan / HCP
Your tools, connected
QuickBooks Online plus field-service sync on Crew+. Bank feeds and receipt capture available.
CPA-reviewed every month
Not just categorization, accruals, prepaids, and close QA before you see the pack.
Plain-English Insights
Monthly email with the numbers that matter and one actionable flag, no 40-page PDF dump.
Job profit on Crew+
See which jobs made money after materials, subs, and labor, not just company-wide revenue.