How it works
Four steps. The last one is yours.
We do your most recent month of books in full, free, before you agree to anything. You see real work on your own numbers and then you decide.
The 24-Hour Guarantee— Your first month back in 24 hours, or the next month is free.
Monthly close · August
Sample Plumbing Co.
The month in one line
Best revenue month this year — but the repipe ran over, and service carried it.
- Revenue
- $184,200
- Direct job costs
- ($118,900)
- Gross profit
- 35.5%$65,300
- Overhead
- ($41,700)
- Net profit
- 12.8%$23,600
Gross margin by work type
- Service calls41%
- Maintenance agreements38%
- Water heater installs22%
- Repipe #1142−4%
One thing worth watching
Repipe #1142 took 31 more labor hours than quoted. Price repipes on hours, not fixture count.
The sequence
What actually happens.
You answer three questions
Under a minute on your phone. Two taps for your trade and roughly what you did last year, then how to reach you. There are more questions afterwards if you want to answer them — they decide what we look at first in your month — but nothing past that point is required.
We get read-only access
Your bank, your cards, and whatever software you are on. Read-only means we can see transactions and we cannot move a dollar. If your bank offers a dedicated accountant login, we use that instead.
We do your most recent month in full
Not a sample and not a preview. Every transaction categorized, accounts reconciled, a P&L and balance sheet, job-level separation, and a one-page summary in plain English. A US CPA reviews and signs it.
You look at it. Then you decide.
We walk you through it on a call. If you want to carry on, we scope the engagement and talk price then — once we both know what is actually involved. If you do not, that is the end of it, and the month we did is yours to keep.
The 24 hours
Where the time goes.
24 hours from access to finished books. If we miss it, your next month is free.
- Hour 0
The call is done and read-only access is working. The clock starts here, not when you book.
- Hours 0–16
Production. Every transaction coded, every account reconciled to the statement. Any questions come to you in one batch, not in a trickle.
- Hours 16–22
US CPA review and sign-off.
- Hour 24
Finished books back to you. Miss this and your next month is free.
What we need from you
Almost nothing, and that is the point.
Read-only access
Bank, cards, accounting software. Set up once, in about ten minutes on the call.
One batch of questions
There will be transactions only you can identify. We collect them and send them once, not one at a time all week.
Thirty minutes at the end
To walk through the finished month together, so it is not just a file in your inbox.
We'll do last month for free. Then you decide.
No card, no contract, and the work is yours to keep either way.