Foundation · Monthly books
Books kept straight, every month.
We code every transaction the way a service shop needs it, reconcile every account, and send you statements you can read in five minutes. You get your nights back.
Sound familiar?
If this is your shop, we should talk.
None of that is a character flaw. Bookkeeping is the wrong job for the person running the trucks, and it's the job we do all day.
What's included
Here's everything you get.
Every account reconciled
Every bank and card account reconciled to the statement, every month. When a month closes, it stays closed.
Coded for a service shop
Categories built around how a shop runs: equipment, materials, labor and trucks, split the way you bill the work. The software defaults don't get a vote.
Statements with a note
Your profit and loss and balance sheet land in your inbox every month, with a plain-English note on anything that moved.
Answers within a business day
Question about a charge or a report? Call, text or email. Asking never costs extra, so you'll actually ask.
Tax-ready books all year
Your tax preparer gets clean records in January instead of a shoebox in March.
Catch-up quoted up front
If you're behind, we quote the catch-up at a fixed price before we start. Monthly service begins from a clean baseline.
One flat monthly price
We quote it after a look at your books, based on how many transactions and accounts you run. It doesn't jump in a busy month, and it doesn't tick up when you ask questions.
Not sure where your books stand?
Start with the 75-Point Books Checkup. One flat price, a scored report in plain English, and three findings or you don't pay.
Getting started
How it works.
A 30-minute call
We talk through where your books stand, whether any catch-up is needed, and what your flat monthly price would be. Phone or Zoom.
We get you set up
You give us access to your books, we tune the chart of accounts to a service shop, and any cleanup gets a fixed quote before we touch it.
Your months close on schedule
Transactions get coded through the month, accounts reconcile at close, and your statements show up with a note on what changed.
Common questions
Straight answers.
My books are a mess. Can you still take me on?
Yes. Catch-up and cleanup get a fixed quote before anything starts, so there's no open-ended bill. Then monthly service starts from a clean baseline.
What software do you work in?
QuickBooks Online. If you're on something else, a spreadsheet, or a drawer full of receipts, bring it to the call and we'll map out the move.
What does it cost?
One flat monthly price based on your transaction volume, how many accounts you run and how involved the books are. We quote it after a look at your books, and it stays flat. No hourly billing.
How much of my time does this take?
Very little. We'll ping you when a charge needs your answer, and your statements take about five minutes to read.
Do you do my taxes?
No. We do bookkeeping and financial systems, and we hand your tax preparer clean books to work from. If you don't have a preparer, we can point you to good ones in Baton Rouge.
Your move
Get the books off your plate.
Thirty minutes, no pressure. You'll leave with a flat quote and a straight answer on where your books stand.