Bookkeeping built for how your business actually works.
Four core services, one integrated system. Each tuned for the realities of contractors, service businesses, and growth-focused small business owners.
From clean books to confident decisions.
Tailored Monthly Bookkeeping
Transaction categorization, bank + credit card reconciliation, AR/AP, and monthly close in QuickBooks Online or Xero. No 45-day lag.
Insightful Reports & Strategy
Cash flow analysis, gross margin by service line, overhead tracking, pricing reviews, and a monthly strategy call with Joe.
Setup & Compliance Support
EIN, state registration, sales tax licensing, chart of accounts built for your trade, and software onboarding — done once, done right.
Pick any service. Get them all included.
Every BDB plan includes all four services and Project Tools. No a-la-carte upsells.
Monthly Bookkeeping
The core engine. Categorize, reconcile, close, report — every single month.
Learn more →Financial Reporting & Strategy
Monthly dashboards, KPIs, and live strategy calls so you can act on real numbers.
Learn more →Job Costing for Contractors
Per-job P&L, labor burden, estimate vs. actual, and trades-specific accounting.
Learn more →Business Setup & Licensing
EIN, sales tax, state filings, chart of accounts, and software onboarding for new businesses.
Learn more →Your books. Your jobs. One system.
Every BDB plan comes with a free subscription to BDBooks Project Tools — real-time job-level profitability, labor tracking, and estimate-vs-actual built to work with your books, not alongside them.
Plus the ongoing support most firms charge extra for.
Payroll Coordination
Coordinated via trusted payroll providers in Kentucky and Ohio. We handle the books side; you never juggle multiple systems.
Sales & Income Tax Support
Monthly sales tax filings, 1099 prep, and year-end coordination with your CPA — so nothing falls through the cracks.
Accounts Payable & Receivable
Bill entry, payment scheduling, invoicing, and aging reports — so your cash flow isn't a guessing game.
Frequently Asked Questions
What types of businesses do you work with?
Small businesses, startups, service providers, and blue-collar trades — contractors, landscapers, HVAC, home cleaning, roofing, plumbing, electrical, and more. If you operate in the Greater Cincinnati area, Northern Kentucky, or Dayton, we can meet in person. Everywhere else, we work 100% remotely.
Do you work remotely or only locally?
Both. Our HQ is Lakeside Park, KY, and we serve local clients across Greater Cincinnati, NKY, and Dayton. We also serve clients nationwide via QuickBooks Online and Xero.
What software do you use?
QuickBooks Online and Xero, paired with our BDBooks Project Tools for job costing. If you're already on one, we'll work in it. If you're starting fresh, we'll pick the right one for your business.
Can you help with startup setup?
Yes. EIN, state registration, sales tax licensing, contractor licensing where needed, chart of accounts built for your trade, and software onboarding.
What's included in your monthly packages?
Every plan includes transaction categorization, bank reconciliation, monthly financial reports, ongoing email support, a monthly strategy call, and a free BDBooks Project Tools subscription. Higher-volume plans add job costing detail, custom reports, and deeper review meetings.
How much does it cost?
We have four engagement tiers: Basic Business (from $195/mo), Contractor Essentials (from $495/mo), Contractor Pro (from $995/mo), and Fractional CFO (from $1,500/mo). Which tier fits depends on complexity, volume, and what you want the engagement to produce. Full details on our pricing page, and every engagement starts with a 30-minute strategy call.
Do you help with pricing strategy?
Yes. Gross margin analysis, labor burden math, and pricing reviews are part of our monthly strategy work — especially for contractors.
What's the onboarding process like?
Start with a free 30-minute call. If it's a fit, we scope your engagement, set up your chart of accounts, connect your bank feeds and payroll, onboard Project Tools, and deliver your first monthly close.
Do you require a contract?
Month-to-month. Cancel any time with 30 days' notice.
What areas do you serve?
Headquartered in Lakeside Park, KY. Local focus on Northern Kentucky, Greater Cincinnati, and Dayton. Serve clients nationwide remotely.
Book a free 30-minute strategy call.
Tell us what's happening in your books. We'll tell you straight whether we're a fit — and point you somewhere else if we're not.