Let's Get your books On point today

Loralene Fletcher

Calm, accurate, and on point—your books are in good hands.

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Services

Common Packages

#1 Essentials

 

For solo owners & small crews who want clean books without the headache

  • Monthly bookkeeping (categorization & reconciliation)

  • Bank & credit card reconciliations

  • Monthly financial statements (P&L, Balance Sheet)

  • QuickBooks maintenance & support

  • Basic expense review for accuracy

  • Email support (48-hour response)

Best for: Solo Tradesmen under ~$25K/month revenue

#2 Growth

$699–$899/month ⭐ Most Popular

For growing service businesses that care about cash flow & margins

Everything in Essentials, plus:

  • Payroll coordination (QuickBooks Payroll supported)

  • Job & cost tracking setup (labor + materials)

  • Monthly budget vs. actual review

  • Cash flow visibility + expense insights

  • Quarterly forecasting check-ins

  • Priority email support (24-hour response)

Best for: 2–10 employees, multiple jobs running at once

#3 Operator

$1,100–$1,500+/month

Everything in Growth, plus:

  • Advanced job costing & profitability tracking

  • Inventory tracking (materials, parts, COGS)

  • Monthly forecasting & trend analysis

  • Cost accounting insights by job or service line

  • Quarterly strategy call (pricing, hiring, growth)

  • Direct Slack or priority access

Best for: Multi-crew businesses, $750K–$3M+ revenue