Clean books. A consistent monthly rhythm.
Transaction categorization, bank and credit card reconciliation, AR/AP, and a monthly close you can count on — no 45-day lag, no missed deductions, no surprises at tax time.
Most business owners don't have a bookkeeping problem. They have a clarity problem.
Your bank feed is three months behind.
You know the receipts are piling up. You know some transactions are miscategorized. You know you should reconcile. It just never bubbles to the top of the list.
You can't answer "how did we do last month?"
Revenue's up? Margin's down? Who knows. Numbers don't land on your desk until they're too stale to act on.
Tax season is a fire drill.
Three boxes of receipts, your CPA's inbox full of questions, and a rush job in April. Every year, same story.
Everything you need, nothing you don't.
- Bank & credit card reconciliation — every account, every month, tied to statements.
- Transaction categorization — in a chart of accounts built for your trade.
- Predictable monthly close — a consistent rhythm, so your numbers aren't stale when you need them.
- Owner dashboard — P&L, balance sheet, and cash position in one view.
- BDBooks Project Tools — included free, for job-level visibility.
- AR / AP management — bill entry, invoice creation, aging reports.
- 1099 prep — contractor tracking and year-end filing, included.
- Sales tax filings — monthly or quarterly, wherever you owe.
- Payroll coordination — sync with your KY or OH payroll provider.
- CPA-ready year-end package — your accountant will thank you.
From dusty bank feed to clean books in 30 days.
30 minutes. Free.
We learn your business, your current setup, and what's broken. If we're not a fit, we'll say so.
Chart of accounts + Project Tools.
We build your chart of accounts for your trade, connect bank feeds, and onboard you to Project Tools.
First monthly close in 30 days.
Your first clean month, delivered with a review call. From there it's a predictable weekly + monthly rhythm.
Most bookkeepers close the books. We close the loop.
Your monthly close doesn't end when we hit "reconcile." It ends when you understand what the numbers mean. Every month you get a review call, a decision-ready dashboard, and — because Project Tools is included — per-job profitability you can act on right away.
- Dedicated bookkeeper — not a rotating support team.
- A consistent monthly close rhythm — not a 45-day lag.
- Chart of accounts built for your trade, not a generic template.
- Project Tools included so you see jobs AND books in one place.
You might be ready if any of this sounds like you.
You're spending 3+ hours a week on books.
Every hour is time away from bidding jobs, managing crews, or growing the business.
You're doing $100K – $5M in annual revenue.
Below that, DIY might still work. Above that, DIY is almost always costing you more than a bookkeeper would.
You have a CPA but they only call at tax time.
You need clean monthly books and real-time clarity, not an April rush.
You run a service or trades business.
Contractors, landscapers, HVAC, cleaning, plumbing, roofing, electrical, home services.
Monthly bookkeeping starts at $195 for simple businesses and scales up through our Contractor Essentials ($495+), Contractor Pro ($995+), and Fractional CFO ($1,500+) tiers. Every tier includes Project Tools and a strategy rhythm.
See all packages →Monthly Bookkeeping FAQ
Can you take over books from another bookkeeper?
Yes. We'll audit your current file, clean anything that's been miscategorized, and bring the books current before your first close.
What if my books are way behind?
We offer catch-up bookkeeping as a one-time scope. Once you're caught up, you transition into the standard monthly rhythm.
Do I need QuickBooks Online already?
No. If you're not on one, we'll recommend QBO or Xero based on your business and handle the setup.
How do you get my bank data?
Live bank feeds where supported. For accounts that don't feed, we use secure statement upload.
Who do I work with?
You get a dedicated bookkeeper and direct access to Joe for strategy. No rotating support pool.
Ready for books that actually work for you?
Book a free 30-minute strategy call. We'll look at where you are and tell you honestly where you could be.
Book Free Call