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How it works

A clear onboarding, then a monthly rhythm you can plan around.

No mystery timelines. You'll know exactly what we need from you and when your numbers land.

1

Tell us about your business

Trade type, current job volume, and bookkeeping setup.

2

We get your books organized

Set up your job costing structure and reconcile your accounts.

3

We handle the monthly work

Bookkeeping, job cost tracking, and subcontractor payments.

4

You get clear job-level financials

Know your margin on every project.

The problem

You can be booked solid and still not know if you're making money.

Most contractors track cash, not cost. The pipeline looks full, the crew is busy, and the bank balance moves — but nothing tells you which jobs carried the company and which ones quietly ate the margin.

Materials and labor get coded to one big bucket, so job profitability is a guess. Retainage sits withheld on jobs that closed out months ago. Subcontractor payments and W-9s scatter across texts, checks, and card statements until January turns into a scramble.

Change orders never make it into the numbers. Deposits get spent before the work is done. And when a slow month hits, the cash flow surprise arrives long after you could have priced or scheduled around it.

Before

Messy

  • Job costs mixed together
  • No idea which jobs are profitable
  • Subcontractor payments untracked
  • Retainage forgotten
With Crew Bookkeeping

Managed

  • Job-level cost tracking
  • Consistent monthly reconciliation
  • Subcontractor 1099 tracking
  • Retainage monitored
After

Clean

  • Know your margin on every job
  • Books ready for your CPA or tax preparer
  • Confident bidding based on real cost data

Why Crew Bookkeeping

A bookkeeping process you can actually rely on.

CPA-reviewed, every month

Your books are reviewed by a licensed CPA before any financials are delivered to you.

QuickBooks ProAdvisor certified

A QuickBooks Online ProAdvisor-certified bookkeeper works inside your own QBO file.

Built specifically for trades

Job costing, retainage, change orders, and subcontractor tracking — the parts of contractor accounting generic bookkeepers skip.

A process you can see

A consistent monthly schedule means you always know when your numbers will be ready and what we need from you.

Work happens in your own file

We operate inside your QuickBooks Online account. Your data stays yours and your tax preparer can pull from it directly.

Clear scope, plainly stated

Bookkeeping and financial reporting only. We don't run payroll, we don't file tax returns, and we're not a CPA firm.

No long-term contract required.

Start month to month. If Crew Bookkeeping isn't the right fit, you can cancel anytime — no lock-in, no penalty.

Find out what your jobs are really earning.

Get a free review of your current books — no obligation, no long-term contract.