Services

📘 Monthly Bookkeeping

• Transaction categorization in QuickBooks Online

• Bank and credit card reconciliations

• Review of job-related expenses and revenue

🧾 Job Cost Tracking

Your team sets up the job details in QuickBooks, and I ensure everything is categorized, reconciled, and reported correctly — giving you clear insight into which jobs are most profitable and where costs can be improved.

This includes:

• Setting up a roofing-specific chart of accounts and job structure

• Linking transactions properly to each job or customer

• Reviewing and reconciling job expenses for accuracy

• Creating clean, easy-to-read profitability reports for every job
  
  

📊 Financial Reporting

• Custom reports designed for roofing businesses

• Clear, easy-to-read financial summaries
  
  

🧮 Cleanup & Catch-Up Bookkeeping

• Fixing disorganized or incomplete QuickBooks accounts

• Categorizing past transactions

• Bringing books up to date for tax season
  
  

💬 Ongoing Support & Communication

• Email support for your bookkeeping questions

• Guidance on QuickBooks best practices

• Coordination with your tax preparer when needed