TAX EXPERT SPECIALIZING IN BOOKKEEPING

✅ General Contractors
✅ Custom Home Builders & Remodelers
✅ HVAC, Plumbing, & Electrical Pros
✅ Concrete, Drywall, Roofing & Painting Subs
✅ Landscapers, Irrigation & Property Maintenance Crews
✅ Welders, Fabricators & Specialty Trades
✅ Cleaning Companies & Janitorial Services
✅ Mobile Service-Based Businesses (Pest Control, Locksmiths, etc.)
✅ Handymen & Maintenance Contractors
✅ Field Techs & Equipment Operators
✅ Junk Removal & Hauling Companies
✅ Pressure Washing & Exterior Cleaning Services
✅ Mobile Auto Detailing & Repair Services
✅ IT & Networking Field Services
✅ Pool Maintenance & Repair Companies
✅ Window Cleaning Crews
✅ Security System Installers
✅ Commercial Cleaning & Floor Care Providers
✅ Mobile Mechanics & Fleet Service Providers
✅ Snow Removal & Seasonal Maintenance
✅ Fence Installers & Gate Technicians

Catch-Up & Clean-Up Bookkeeping

Get your books back in order—accurately and tax-ready.

• QuickBooks Online setup and proper chart of accounts

• Full cleanup of past months or years of financial activity

• Entry and adjustment of all debits and credits

• Bank and credit card reconciliation for missed periods

• Producing clean, tax-ready financial statements

• Catch-up packages available for multiple prior periods

Monthly Compliance Bookkeeping

Stay current and confident with your books—month after month.

• Monthly income & expense categorization

• Bank & credit card reconciliations

• Adjusting entries for loans, interest, and liabilities

• Monthly balance sheet review and verification

• Profit & Loss statement review with corrections as needed

• 25-point tax inspection to spot savings and flag issues

• Monthly closing process to keep books audit- and tax-ready

• Email & video support when you need help

• Guidance on tax-saving opportunities and clean reporting

• Closing package with finalized financial reports

Turnkey Accounting Department (or À La Carte)

Let us run your entire back office—or just the parts you need.

Additional Services:

• Full Accounts Payable management (bills, payments)

• Full Accounts Receivable management (invoicing, collections)

• Job costing for more accurate project-level insights

• Employee onboarding & offboarding + payroll and payroll support

• On-demand reporting and KPI visibility

• Tax planning support and proactive strategy

• QuickBooks Online and tax systems support

• Optional tax return preparation

Yes, I provide full tax services — and many of my clients choose to have me handle both their bookkeeping and tax filing for a seamless, one-stop experience.

However, if you already have a CPA you like and trust, that’s great! My preference is to work with your existing tax professional, not replace them. The more experienced people on your team, the better.

I’ll make sure your books are clean, tax-ready, and delivered in a way that makes your CPA’s job easier — saving you time, reducing prep fees, and avoiding last-minute surprises.

Rates below are base rates and can go up depending on complexity:

Personal 1040 Tax Return – $350 per return
 

S-Corp Tax Return – $750 per return
 

Partnership Tax Return – $850 per return
 

C-Corp Tax Return – $750 per return
 

Schedule C Self-Employed Tax Return – $195 per return