Home Services
Caught up.
Then stay current.
Three services, one order. Each starts where the last one ends.
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Free Backlog Check
Free
15-minute call. Written fixed quote within 1 business day.
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Catch-Up
$200 / month behind
Every behind month reconciled. $1,000 minimum.
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Monthly Books
$650+ / month
Profit by property or job, statements by the 10th.
Step 01
Free Backlog Check
Free
- 15-minute call about your properties or your business, and your books
- Optional read-only look at your QuickBooks
- Written fixed quote within 1 business day of access
- No obligation, and a straight answer if we're not a fit
Step 02
Catch-Up
$200 per month behind · $1,000 min
- Every behind month reconciled: bank, cards, loans
- Uncategorized cleared, every transaction
- Clean file handed to your tax accountant
- Your first profit report, by property or by job
Fixed quote before we start. Estimate yours →
Monthly Books
$650+ / month
Pro for 2+ entities or LLCs: $1,200+ / month.
- Monthly close, statements by the 10th
- Profit by property or by job, every month
- Who owes you: unpaid rent or open invoices, and for how long
- 1-page owner summary
- Quick monthly call about the numbers
- Property managers: owner statements that tie to the bank
Pro adds
- Multiple entities or LLCs
- WIP schedule and over/under billing
- Retainage tracking
Profit by property
Year to date, rent in, after repairs, taxes, insurance and utilities
- Pine St duplex2 units · +37.6% margin $14,200
- Lake Rd fourplex4 units · +17.0% margin $9,800
- Hill Ave single-family1 unit · +15.7% margin $3,100
- River Rd triplex3 units · -5.9% margin −$2,400
4 properties · 10 units · $155,700 rentProfit $24,700 · 15.9%
Who owes you
Unpaid rent by age · $8,350 open
- Current$2,600
- 1–30 days$1,900
- 31–60$2,450
- 60+$1,400
One-page summary
What the owner reads first
- Cash in bank
- $41,300
- Rent collected in September
- $17,150
- Profit margin, year to date
- 15.9%
- Unpaid rent
- $8,350
- Over 30 days
- $3,850
- Books closed
- Oct 10
Watch: River Rd triplex is down $2,400 this year after a roof repair. Chase the $1,400 past 60 days.
Profit by job
Year to date, after materials, labor and subs
- Whole-home renoCedar Ave · +18.9% margin $27,600
- Kitchen remodelOak St · +26.5% margin $22,300
- Basement finishBirch Ln · +21.5% margin $11,300
- Bath remodelElm Ct · +11.5% margin $3,600
- Deck and porchMaple Dr · -6.2% margin −$1,800
5 jobs · $343,100 billedGross profit $63,000 · 18.4%
Who owes you
Accounts receivable aging · $81,000 open
- Current$38,400
- 1–30 days$22,100
- 31–60$9,800
- 61–90$4,200
- 90+$6,500
One-page summary
What the owner reads first
- Cash in bank
- $46,250
- Billed in September
- $71,800
- Gross margin, year to date
- 18.4%
- Owed to you
- $81,000
- Over 60 days
- $10,700
- Books closed
- Oct 10
Watch: Deck and porch on Maple Dr lost $1,800. Materials ran over the estimate. Chase the $6,500 past 90 days.
Who it's for
Property owners with several doors or LLCs, small property management companies, and contractors at about $500k to $5M in revenue. On QuickBooks Online or Xero.
Not a fit: only a handful of transactions a month. A $30/mo app will serve you better, and we'll tell you so. We don't file taxes.
Next step
Find out how far behind
you really are.
15 minutes. A written fixed quote within 1 business day. No obligation.