Reconciled QuickBooks books, margin by job type, and a one-page Owner Scorecard your CPA will thank you for. Closed by the 10th, every month — or that month is free.
Get the $199 Books Diagnostic See a sample ScorecardDiagnostic fee credited in full toward cleanup if you move forward. No calls required — everything async, with a recorded walkthrough.
If any of these sound familiar, your books aren't telling you the truth about your jobs:
Nationals send statements. Owners don't run shops on statements. You get answers:
Every bank, card, and loan account reconciled — not just categorized. Your books stay in your QBO, portable and yours, always.
One page: cash and 30-day outlook, revenue by line, gross margin by job type, receivables over 30 days by name, bills due in 14 days, and your top 5 / bottom 5 jobs by margin.
No standing meeting. A short video that tells you what changed, what needs a decision, and where the money went — watch it from the truck.
Costs tagged by job from your field-service sync, with labor fully burdened — wages, payroll taxes, and comp — so margins don't lie.
On Trades Ops: AR aging with follow-up on stale invoices, and bill-pay prep your way — you approve every payment. Nothing moves without you.
Reconciliations, loan and asset schedules, 1099 data, sales-tax summaries — the handoff that makes tax season fast and cheap.
Fictional shop, real format. This is page one of every client's month.
SAMPLE — GREAT LAKES COMFORT HEATING & COOLING (FICTIONAL) — SEPTEMBER
| Cash on hand | $86,240 | AR over 30 days | $19,870 (6 invoices) |
|---|---|---|---|
| Revenue — Service | $61,300 · 44% margin | Revenue — Installs | $88,900 · 31% margin |
| Revenue — Maintenance plans | $7,450 (deferred correctly) | AP due in 14 days | $12,310 |
| Best job | Ruud 5-ton changeout, +$2,940 margin | Weakest job | Furnace swap #2214, −$610 (callback labor) |
Full sample packet available with the Diagnostic. Prepared from client-provided records for management use. Unaudited — no assurance.
Cleanup is always quoted separately and fixed — after a diagnostic, never sight-unseen, never folded into month one.
If we don't deliver your close by the 10th business day as specified — with your documents in by the 3rd — that month is free. A deliverable guarantee, in writing, in your engagement letter. Not a taste guarantee. A date.
A bounded review of your QuickBooks file: how far behind you are, what's unreconciled, your top errors, and a job-costing check. Delivered as a one-page findings sheet with a fixed cleanup quote and a monthly quote. The $199 is credited in full toward cleanup if you move forward. Free for CPA-referred and warm-introduction clients.
Trade, revenue band, QuickBooks?, field-service app?, months behind?, number of accounts. Two minutes.
One page, plus a short recorded walkthrough of what we found and what it costs to fix — fixed numbers, no range games.
Engagement letter e-signed, card on file, onboarding checklist kicks off. First close inside 30 days. No sales call required at any step.
Secure checkout via Stripe. Already know you want monthly books? Start Core ($399/mo) or Trades Ops ($649/mo) directly — engagement letter and onboarding follow by email.
Know another HVAC or plumbing shop whose books are a mess? Send them our way with your personal referral code. When they sign and pay their first month, a $200 credit lands on your account. Plain terms, in writing, in every engagement letter. Good books are contagious.
Every client gets a personal referral code and link at onboarding. It's yours alone.
Text it, email it, or just mention us and pass the code along. The shop you refer gives us your code when they book their Diagnostic or sign up.
Once they've signed and paid their first monthly invoice, we apply the $200 credit to your account — it shows on your next invoice, and we'll tell you it landed.
No — and we say so everywhere. TradeLedger is a bookkeeping and back-office service. We do not prepare or file income-tax returns, give tax advice, or represent clients before the IRS. Your CPA keeps tax and advisory; we make their job fast and cheap — which is why CPAs refer clients to us.
We prepare the sales-tax worksheet; filing stays with you or your CPA at launch. Payroll is coordinated through Gusto — Gusto calculates, files, and remits; you approve every single run. We never hold client funds and never sign for a client.
Every report is labeled: prepared from client-provided records for management use. Unaudited — no assurance expressed. They're decision tools for you and clean inputs for your CPA, not audited statements.
QuickBooks accountant invite under our own identity (never your password), view-only bank access where your bank supports it, multi-factor authentication everywhere, and a written information security plan. Your books live in your QBO and leave with you if you ever leave us.
That's the most common starting point. The Diagnostic counts the months and the damage, then cleanup is quoted fixed at $200–$250 per month behind ($750 minimum) — paid as its own project before monthly service starts.