foundation for accurate books, meaningful reports,
and confident decision making.
BUILT FOR CONTRACTORSSetup designed around how contractors operate
SCALE WITH CONFIDENCEA solid system that grows as your business grows.
BETTER VISIBILITYTrack jobs, costs, profit, and cash flow with clarity
ACCURATE FROM DAY ONEThe right structure helps ensure the right numbers.
DISORGANIZED
ACCOUNTS
Poor setups lead to confusion, errors, and unreliable reports.
LIMITED GROWTH
CAPACITY
Your system should support where you’re going, not hold you back.
WASTED TIME &
MONEY
Fixing a poor setup later costs far more than doing it right now.
MISLEADING
REPORTS
Bad data in = bad decisions out..
INCORRECT COST
TRACKING
Without the right structure, job costs get distorted.
LAUNCH & TRAIN
We finalize your system and provide guidance so you can move forward with confidence.
TEST & REVIEW
We review reports, job costing, and processes to ensure everything works.
BUILD &
CONFIGURE
We set up accounts, classes, job, items, customers, and preferences.
DESIGN & PLAN
We design your QuickBooks structure around best practices for contractors.
DISCOVER &
ASSESS
We learn about your business, goals, and reporting needs.
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5
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COMMON QUICKBOOKS PROBLEMS WE HELP FIX
Does Any of This Sound Familiar?
WHAT WE SETUP
A Complete QuickBooks Foundation for Contractors
CHART OF
ACCOUNTS
Structured for contractors and job costing clarity.
JOB
COSTING
SETUP
Track income, costs, and profit by job from the start.
CUSTOMER
& JOB
SETUP
Organized customers and projects for clean reporting.
INCOME &
EXPENSE
CATEGORIES
accurate classification of direct costs vs. overhead.
ESTIMATES
& CHANGED
ORDERS
Track estimates, changes, and actual results by job.
REPORTS &
DASHBOARDS
Customized reports that show what matters most.
BANK FEEDS &
RECONCILIATION
Connected feeds and a clean starting point.
OUR SETUP PROCESS
A Proven 5-Step Process
WHAT YOU GET
A System Built for Success
Accurate job costing from day oneClear separation of direct costs and overheadReliable financial reports you can trustBetter cash flow visibility and forecastingA foundation that support growth and profitabilityTraining and documentation for your team
We understand the unique challenges of residential construction - job costing, change orders, retainage, subcontractor tracking, and cash flow. Your QuickBooks setup will reflect how your business actually works.
Contractor Focused - Built around your industryPractical & Efficient - Setup that is clean and easy to use.Future Ready - Scales as your business grows.
Ready to Start with a Strong Foundation?
Let’s build a QuickBooks system that gives you clarity, saves you time, and supports your success.
No obligation. Just practical insight and clear next steps.