Monthly bookkeeping that keeps you lender-ready.
Every transaction categorized. Every account reconciled. Books locked by the 10th of the month, every month — without you touching them.
What you get every month
A P&L and balance sheet in your inbox by the 10th, with a plain-English cover note on what moved and why. A 14-point close checklist signed off line by line. Bank and credit card reconciliation down to the penny. If a number looks off, I chase it — you don’t.
Built for trades and service businesses
HVAC, plumbing, electrical, roofing, remodels, landscaping, food service, professional services. Businesses that invoice, carry materials costs, run crews, and need the bank to say yes. I run companies like these myself — the books are built the way an operator actually uses them.
Flat monthly pricing
Books Right starts at $159/mo (special pricing, normally $300) for a single entity with straightforward volume. More entities or heavier volume means a higher fixed quote — agreed before you sign, never hourly. If your books are behind, a one-time Catch-Up Cleanup gets them to standard first.
Common questions
What software do you work in?
QuickBooks Online for most clients — your banker and tax preparer both know how to read it. Already on something else? I can work with what you have, or AlliedOne Marketing can build you a system with payment processing baked in.
How fast can you start?
If your books are current, the first close can happen this month. If you’re behind, the Catch-Up Cleanup comes first — one fixed quote, then the monthly rhythm starts.
One call. A fixed number. No mystery.
Tell me what you do and how far behind the books are. You’ll have your price this week.
Fractional CFO services · Years behind? Catch-Up Cleanup · See pricing