Bookkeeping for trades businesses using ServiceTitan and QuickBooks Online
A consistent monthly close helps you understand the records behind your business. I help trades companies using ServiceTitan and QuickBooks Online with agreed reconciliations, open questions and a clear reporting handoff.
Work through the records behind your business
If the records need catch-up work or the systems do not line up, start with a review. Historical cleanup is scoped separately so the ongoing monthly service has clear responsibilities and realistic timing.
- A review of the current bookkeeping and reconciliation workflow
- Investigation of differences between selected ServiceTitan activity and QuickBooks Online records
- Bank and credit card reconciliations and agreed cleanup work
- A monthly close checklist, open-items list and reporting package agreed for your business
Define the work and the responsibilities
The engagement should identify the accounts, periods and transaction types included, the information your team provides, and who approves corrections.
If you already have a CPA or tax preparer, the bookkeeping work can be scoped around the records and handoff they need.
Monthly support with clear boundaries
Historical cleanup is scoped separately from recurring monthly support. Written requests and a monthly summary keep the work visible, with calls scheduled at the agreed review points.
The appropriate scope depends on the condition of the records and what your team already handles.
Keep your team involved in the right places
This service is intended for trades businesses using ServiceTitan and QuickBooks Online, with someone available to supply records and approve corrections.
It can work alongside your CPA or tax preparer. Share the monthly support you need so we can assess the fit.
Start with the support you need
Tell me which systems you use, whether you need ongoing monthly support or historical cleanup, and what is getting in the way. That gives us a useful starting point for discussing the work and whether it is a fit.
Google Meet consultation. Prefer to start in writing? Email a short outline instead.
Please don’t send passwords, bank details, customer records or sensitive documents in your initial message or booking notes.