01
Full transaction review and categorization
Every charge and deposit sorted and labeled — materials, labor, equipment, overhead. Saves you hours of digging and gives you a clean ledger you can actually read.
02
Bank and credit card reconciliation
Statements matched against your records line by line. Catches errors and missing money you did not know about. Protects you from paying for things twice.
03
Data cleanup and error correction
Duplicates removed, wrong amounts fixed, vendor names made consistent. Clean data means accurate reports — which means you make better decisions with the right numbers.
04
Basic profit and loss statement
What came in, what went out, what you kept. One page. Most contractors have never seen this for their own business — knowing it tells you whether the business is actually working.
05
Monthly expense summary
Every dollar spent, sorted by category, month by month. You see where costs are running high and where you can cut — which directly lowers what goes out of the business.
06
Tax-ready CPA handoff
Books organized and handed off to your CPA in the format they need. They spend their time finding deductions instead of cleaning up the mess. That difference matters at filing time.
07
Delivered in Excel or Google Sheets
No new software to learn, no subscriptions. You get a file in whatever you already use and can open it on your phone in 30 seconds.
08
Up to one year of transactions
12 months of history covered. A full picture of the past year so you are not guessing — and a clean starting point so the mess does not keep building.
Save time
Stop digging through months of records.
Every transaction sorted and labeled. You send the files — you get clarity back. No more wasted hours hunting through bank statements and spreadsheets you have not touched in weeks.
Keep more money
Give your CPA what they actually need.
Clean records handed off in the format your accountant wants. Their time goes toward finding deductions — not untangling a year of mixed transactions. That difference often pays for the engagement.
Start clean
A real starting point for everything that comes next.
Foundation is not just cleanup. It is the foundation. Once the books are organized, you can see whether the business is working — and everything else (job costing, cash flow, strategy) becomes possible.