Full-Service Bookkeeping
Transaction categorization, bank and credit card reconciliation, and monthly reporting. We handle the books so you can focus on the job site.
What You Get
Every month we categorize your transactions, reconcile your bank and credit card accounts, and deliver a set of financial reports you can actually understand. You get a profit and loss statement, a balance sheet, and a clear picture of where your money went. No guessing. No shoebox of receipts piling up until April.
This is the core of what we do at TradeBuilt. Most of the contractors and trade businesses we work with have never had consistent books. They know the money comes in and goes out, but the details in between are a blur. We take that off your plate entirely and keep it organized month after month.
Transaction Categorization
Transaction Categorization
Every deposit, payment, material purchase, fuel charge, and subcontractor expense gets categorized correctly. We know how trade businesses spend money, so things end up in the right accounts the first time. That matters when tax season rolls around.
Bank and Credit Card Reconciliation
Bank and Credit Card Reconciliation
We reconcile every account every month. That means your books match your bank statements down to the penny. Duplicate charges get caught. Missing deposits get flagged. Nothing slips through the cracks because someone was too busy running jobs to check.
Why It Matters for Your Trade
We see it all the time. A plumber or a general contractor is doing great work, staying busy, landing new jobs. But there are no books. Or there is a QuickBooks file that hasn’t been touched in months. When it comes time to file taxes, the CPA has to piece together a year of bank statements and hope for the best. Deductions get missed. Money gets left on the table.
The real cost of messy books is not just the stress. It is the tax savings you never claimed because nobody tracked that equipment purchase correctly or categorized your vehicle expenses. Contractors and trades businesses have real, substantial deductions available to them, but only if the records are there to support them.
Missed Deductions Add Up
Missed Deductions Add Up
Materials, tools, fuel, licensing fees, insurance, subcontractor payments. These are all deductible, but only when they are properly recorded and categorized. Without clean books, your tax preparer is working with incomplete information and you are paying more than you need to.
Decisions Without Data
Decisions Without Data
Should you buy that new truck? Can you afford to hire another crew member? Is that big project actually profitable after materials and labor? These are questions you cannot answer by checking your bank balance. You need monthly financial statements that tell you the full story.
What This Looks Like Going Forward
You stop worrying about the books. Every month, your accounts are reconciled and your reports are ready. When you need to make a big spending decision, you have real numbers to look at. When tax time comes, your CPA gets a clean file and you get every deduction you are entitled to.
We also work closely with you throughout the year. If something looks off or if there is an opportunity worth discussing, we bring it up. This is not a hands-off relationship where we just process transactions. Michael is available to answer questions and help you think through the financial side of running your business.
Tax Season Without the Scramble
Tax Season Without the Scramble
Your books are already done. There is no last-minute panic, no digging through bank statements, and no scrambling to find receipts. Your tax preparer gets a clean, organized file. You file on time and you keep more of what you earned.
A Real Relationship
A Real Relationship
We work with contractors and trades businesses because we understand the work and the challenges that come with it. Seasonal cash flow swings, job costing questions, equipment purchases. We are here to help you navigate all of it, not just record transactions.
Long Beach's CPA for Contractors and Trades
The Next Step:
A Quick Conversation
Tell us about your business and where you need help. We'll ask a few questions, let you know what we can do, and give you a quick quote.