Monthly books, financial statements, job costing, cash flow forecasting, and payroll in Xero, from a firm that works with contractors and medical practices every day.
Small business accounting starts with books you can trust. Everything below is done in Xero and reviewed with you every month.
Every bank, credit card, and loan account reconciled in Xero each month, so the numbers you look at are the numbers in the bank. See our bookkeeping services.
A profit and loss statement and balance sheet every month, with a plain-English summary of what changed and why it matters.
Profit by job, truck, technician, or service line, so you know which work pays. Built for trades contractors.
A rolling forecast that shows a tight week coming before it arrives, including payroll, supplier terms, and seasonal swings.
Payroll runs and filings through Patriot Payroll, reconciled to your books every month.
Reconciled books, a fixed asset list, 1099 contractor tracking, and payroll records that tie out, delivered to your CPA in January.
We handle the day-to-day accounting: recording, reconciling, reporting, and forecasting. Your CPA handles the tax return, tax planning, and tax advice. We do not prepare tax returns.
That split is the point. Your CPA spends their time on strategy instead of cleaning up a year of transactions, and you get monthly numbers you can run the business on instead of a once-a-year surprise.
Don’t have a CPA yet? Ask us on your free call and we’ll talk through what to look for.
Trades contractors. HVAC, plumbing, and electrical companies with job costing, maintenance agreements, field software, and seasonal cash flow.
Medical practices. Chiropractic and MDVIP practices with insurance and cash-pay revenue, prepaid care plans, and associate pay.
Monthly bookkeeping and bank reconciliations in Xero, monthly financial statements with a plain-English summary, job costing, cash flow forecasting, payroll through Patriot Payroll, 1099 contractor tracking, and a CPA-ready year-end package.
No. We keep the books and hand your CPA clean, reconciled numbers. Your CPA prepares and files the tax return and gives tax advice.
Bookkeeping records and reconciles every transaction. Accounting uses those records to produce financial statements and answer business questions such as which jobs make money and whether cash will cover payroll. We do both for small businesses. Tax preparation is a separate service your CPA provides.
HVAC, plumbing, and electrical contractors, plus chiropractic and MDVIP medical practices, in Louisiana and Wisconsin.
Plans are month to month with no setup fees: Stabilize at $297 a month, Command at $747 a month, and Full Response at $1,247 a month. See the pricing page for what each includes.
See full plan details on our pricing page.
No contracts. Month-to-month. Start with a free 30-minute checkup.