Clean books every month, plus a plain-English read on how the business is doing. You keep doing what you do. I handle the numbers, and I tell you what they mean.
You're busy doing the work. The books slip behind. By the time you see the numbers they're months old and don't tell you anything you can act on. That's not a records problem. It's a decision problem.
Every month, on your set date: reconciled, closed books, and a plain-English read on what's working, what's leaking, and the one or two moves worth your attention.
A quick, read-only setup. After that, your transactions land in your books automatically. I see the numbers, never your money.
Shoebox, glovebox, a drawer. I work from your bank feed, so most months you send me nothing at all. When I cannot tell what something was, I ask, once a month, in one short list.
Clean books and a plain-English read on how the business is doing and where the money's going.
| What you get | DIY / spreadsheet | Basic bookkeeping | BooksSteady |
|---|---|---|---|
| Books closed on a set date every month | Varies | Sometimes | ✓ |
| A written monthly read on the numbers | Varies | Varies | ✓ |
| Margin and cash tracked, not just categories | Varies | Varies | ✓ |
| Work directly with a finance pro | Varies | Varies | ✓ |
For owner-operated businesses of every kind. I go deepest in the trades, and the same questions apply whether you pour concrete, edit video, or run a shop: what the work actually cost, where the margin is, and whether the cash is arriving.
Every plan includes clean monthly books and your plain-English read. You move up for more advisory and faster delivery. Setup is $600, or free if you commit to three months. Either way your first 30 days are money-back guaranteed. Behind on your books? I will get you current, quoted based on your history. Month to month, no long-term contract. Your exact price is set in the free Business Health Review. Full terms.
A finance guy in Memphis who got tired of watching good owners fly blind. I do the read on every set of books myself, so the person telling you what your numbers mean is the same one who understands them. Yale MBA, 20 years in finance.
More about meSend me clients who need clean books and a financial read. You earn 15% of what the client actually pays each month, excluding their QuickBooks subscription, for as long as they stay, under a short written referral agreement. You keep them as your tax and payroll client.
Most of what I write is for the trades, because I spent three years inside a contractor network before this. The questions turn out to be the same whether you pour concrete, edit video, or run a shop. More for contractors →
A bookkeeper records what happened. It does not tell you whether your margins are slipping or which part of the business is carrying the rest. Here is the gap, and how to close it.
Your profit and loss statement is the most important document in your business. Here is how to actually read it, and the five numbers worth tracking every month.
Most contractors run QuickBooks like a checkbook and skip the features that matter most. Here is what to track every month, and why it matters.
I look at 90 days of your books and statements, then show you where your money is actually going and the biggest opportunities I see, whether or not you ever hire me. No cost, no commitment. All I need is a few months of bank and card statements.
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