Books that close monthly and stand up to a lender.
Monthly closes reconciled to the bank, transactions coded by people who know what a trades business actually buys, and financial statements a lender or bonding company will accept — delivered by certified QuickBooks ProAdvisors.
What lands in your inbox every month.
Reconciled Accounts
Every bank, credit card, and loan account tied to its statement. Reconciliations that don’t tie don’t ship — that’s the firm standard, not a goal.
Clean Categorization
Materials separated from subcontractors, equipment from supplies, owner draws from expenses — the distinctions that decide both your tax bill and what your margins actually are.
Financial Statements
Profit & loss and balance sheet, monthly, in plain English — formatted the way a lender or bonding agent expects to read them.
Clean-Ups & Catch-Ups
Months or years behind, miscoded, or held together by memory: we rebuild it, reconcile it, and keep it closed monthly so it never gets away from you again.
Balance-Sheet First
Prove every balance, and the P&L proves itself. It’s the first page a lender reads — and the first one we clean: every account reconciled, every balance supported, nothing carried because nobody wanted to look.
Bookkeeping, answered.
What access do you need to do my books?
Read-only bank and credit card feeds or monthly statements, your accounting file, and a way to ask you about the occasional mystery transaction. Access is scoped to the minimum the work requires — we don’t need your banking login when a view-only feed will do.
How is CPA-firm bookkeeping different from a bookkeeping service?
The books are built by the same firm that will file the tax return — so categorization decisions are made with the tax treatment in mind, year-end adjustments don’t require a second round of clean-up, and there’s no gap between what the bookkeeper coded and what the preparer assumed.
Do you work with QuickBooks Desktop, or only Online?
Both, as certified ProAdvisors — and we won’t push you to switch. Desktop still fits many contractors better than Online. If you do want off QuickBooks entirely, we handle migrations to Xero, Wave, Manager, and Beancount.
One firm, one ledger.
Engagements here are designed to feed each other. These are the ones this work most often runs alongside — and published floors and scoping drivers for all of them are on the pricing page.
Payroll on the Same Ledger
For bookkeeping clients: W-2s, 1099s, 941s and state filings run by the firm that already knows your accounts.
Payroll →Turn the Books Into Decisions
Reconciled books make job costing, cash forecasting, and owner KPIs possible. Without them it is guesswork.
Analysis & Forecasting →Moving Off QuickBooks
CPA-led migration to Xero, Wave, Manager, or Beancount with history preserved and closing balances verified.
QuickBooks Migration →Gather this once. That’s the general list.
Read-only account access comes next, once you’re engaged — this is what starts the conversation.
To get started
Bank and card statements for the period you want cleaned up, your existing accounting file (QuickBooks, a spreadsheet, whatever it is today), and any loan or lease documents on the books.
Ready when you are. Virtual or in-office.
Every tax return prepared and signed by a licensed CPA or IRS Enrolled Agent. Documents run through the secure portal; anything you sign is sent to you electronically.
Fifteen Minutes with the Principal
Face to face by video with Kevin Hemingway, CPA. We size up what you need, whether the firm is a good fit, and what an engagement would cover — and you leave with a clear scope and next steps. This consultation is for engagement evaluation and does not include tax advice, tax planning, or detailed analysis of specific tax situations.
New Client IntroSend Documents
New or current, the portal is the way in. Last year’s return, your books, a notice — encrypted, and never by email. No account needed to send us something.
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