Bookkeeping Services for Contractors, Real Estate & Growing Businesses

Six core services designed to clean up, organize, and maintain your books — powered by AI automation and built especially for contractors, real estate professionals, and multi-entity businesses.

Who I Help

I specialize in contractors and trades, real estate and property management, and owners who run more than one company — businesses that need accurate job costing and clean monthly books. I work with clients across Florida and the U.S., remotely.

If you run one of these businesses and need your books clean, current, and ready for tax season, I can help. I work primarily in QuickBooks Online (Certified ProAdvisor, Levels 1 & 2), and also support Sage Intacct for multi-entity or higher-complexity businesses. Everything is also designed to hand off seamlessly to your CPA — so you get maximum value from both relationships.

Month-End & Year-End Close

Complete month-end reconciliations, accrual adjustments, and financial reporting. I keep your books organized and audit-ready for your CPA every month.

  • Bank reconciliation & GL balance verification
  • Accrual entries & adjustments
  • Financial statement preparation (no audit, review, or opinion)
  • Close timeline management
AI-Assisted: Automated reconciliation matching and anomaly detection to catch discrepancies faster.

Financial Reports & Dashboards

Custom P&L, balance sheet, and cash flow reports. Dashboards that give you an up-to-date view of your business each month.

  • Monthly P&L & variance analysis
  • Balance sheet & cash flow statements
  • Custom KPI dashboards
  • Trend analysis
AI-Assisted: Automated variance detection and narrative generation for performance insights.

Audit-Ready Books

I organize your records and prepare supporting schedules so your CPA or auditor has what they need. (I'm not a CPA — audits and sign-off are done by your licensed CPA.)

  • Audit schedule preparation
  • Supporting documentation organization
  • Account reconciliation & aging reports
  • Control documentation
AI-Assisted: Intelligent categorization of documents and automated schedule generation.

Tax Readiness Support

Prepare your financials for tax season. I organize your records and give your CPA clean, documented source data.

  • Estimated tax payment tracking (amounts set by your CPA)
  • Deduction tracking & documentation
  • 1099 forms prepared for you or your CPA to review and file
  • Year-end summary for your CPA
AI-Assisted: Automated deduction categorization.

Task Automation Using AI Tools

I build repeatable workflows using AI to eliminate manual data entry, categorization, and reconciliation.

  • Transaction categorization automation
  • Data extraction & entry workflows
  • Recurring entry templates
  • Anomaly detection & alerts
AI-Powered: Custom automation workflows that cut time spent on routine tasks.

Bookkeeping Cleanup & Catch-Up

Behind on bookkeeping? I'll clean up years of unorganized records and get you on track for ongoing success.

  • Historical transaction review & categorization
  • Account reconciliation & corrections
  • Process documentation
  • Handoff to ongoing management
AI-Assisted: Batch transaction processing and pattern-based categorization for faster cleanup.

Ready to get your small business books organized?

Book a free 15-minute call. We'll talk through your situation and find the right fit — no pressure, no commitment.

Book a Free 15-Min Call