Project Work
Sometimes you don't need an ongoing accountant — you need someone to come in, fix the problem, and leave you in a better position than you were before.
Maybe your previous bookkeeper left a mess. Maybe you've been doing it yourself and the books have gotten away from you. Maybe you're switching software and need someone to make sure the migration is done right. Maybe you've been in business for years and just realized you have no idea what your jobs actually cost.
That's what project work is for. We scope it, price it, execute it, and hand it back to you clean. No long-term commitment required — just the work that needs to get done.
Services Available
Books Clean-Up and Catch-Up
Your previous bookkeeper left a mess, or you've been doing it yourself and things got out of hand. We go through it, fix the errors, reconcile everything, and hand you back books that are accurate and current. This is our most common project — and it's usually less painful than people expect.
Job Costing
Setup
If you're running jobs without tracking what they actually cost, you're flying blind on profitability. We set up job costing in your accounting software — defining cost categories, configuring class tracking, building the reports — so you can finally see which jobs make money and which ones don't.
QuickBooks Setup
or Overhaul
A poorly configured QuickBooks file creates more problems than it solves. We set it up right from scratch, or go through your existing file and fix the chart of accounts, class structure, item list, and integrations. The result is a setup that actually works for a trades business.
Technical Accounting Projects
Need an ASC 842 lease accounting schedule? A revenue recognition analysis? Complex depreciation schedules for equipment-heavy operations? We handle the technical work that requires real accounting expertise — not just bookkeeping software.
Process Improvement
and Documentation
If your accounting processes are informal, inconsistent, or just not working, we come in, evaluate how things are running, and redesign the workflow. We document everything so the process doesn't live in someone's head — it lives in a system that anyone can follow.
Software
Migration
Moving from one accounting platform to another — or from spreadsheets to software — without losing data or introducing errors requires care. We manage the migration, validate the data, and make sure your new system is configured correctly before you go live.
Audit and Inquiry Preparation
Facing an IRS notice, a state audit, or a lender requesting organized financials? We prepare your records, reconcile outstanding accounts, and get your documentation in order so you go into that conversation with confidence.
Temporary Coverage /
Transition Support
Accountant left unexpectedly? Bringing someone new on and need coverage in the meantime? We step in to keep the books current and operations running while you work through the transition — no disruption to reporting or vendor payments.