FirmaBOOKS

Bookkeeping that holds up on the jobsite.

Monthly bookkeeping, job costing, and clean handoffs for tradespeople — built on QuickBooks Online. No jargon, no surprises at year-end.

Steady books, plainly kept.

FIRMA BOOKS
Steady books, plainly kept.
firmabooks.com

MONTHLY SERVICE#0142

Transactions coded✓

Accounts reconciled✓

Jobs costed✓

Plain-English report✓

Jargon0.00

Surprises0.00

TOTALSTEADY

THANK YOU · KEEP FOR YOUR RECORDS

Everything lives in QuickBooks Online. You keep the keys.

AccountServicesPage01

What we keep in order.

The work that keeps a trade business steady — done the same way, every month.

No.EntryCadence

101Monthly bookkeepingEvery transaction coded. Every account reconciled.Monthly

102Job costingCosts tagged to each job, so you see what it really made.Per job

103QuickBooks cleanupMessy file or years behind? We untangle it and set it up right.One-time

104Year-end handoffA clean package your CPA can file from. No shoebox.Yearly

Surprises at year-end0.00

WORK ORDERNo. 1042

Job: Kitchen remodel
Site: Maple St.
Contract: $48,200
Crew: 3 + 1 sub

SAMPLE · CUSTOMER COPY

Labor ran 5% over on #1042. We flag it before your next bid.

AccountJob costingPage02

Know what each job really made.

Every receipt and hour tagged to a job — so you see the profit before you bid the next one.

SampleJob #1042 · Kitchen remodel

Cost codeBudgetActualVar.

Materials16,80016,150650

Labor12,40013,020(620)

Subs7,5007,500—

Permits900780120

Rentals1,2001,410(210)

Total38,80038,860(60)

Contract price48,200

Job cost(38,860)

Gross profit19.4%9,340

OPERATING ····4410MAR

03/02SUPPLY HOUSE(412.18)
03/03DEPOSIT 10386,500.00
03/05FUEL STOP(86.40)
03/07LUMBER CO.(1,240.00)
03/09PAYROLL(3,812.55)

Ending balance18,204.87

Reconciled

If we can't say it plainly, we don't say it.

AccountHow it worksPage03

Same steps. Every month.

No guesswork on your end. Here is the whole process, start to year-end.

WhenEntry✓

Day 1Intro call20 minutes. We look at your books and tell you plainly what they need.

Wk 1–2Cleanup & setupWe catch up past months and set up job tracking in QuickBooks Online.

MonthlyMonthly closeBooks reconciled and a one-page report you can actually read.

Year-endCPA handoffEverything your tax pro needs, in one clean package.

Bring the shoebox. We've seen worse.

AccountNew clientPage04

Open an account.

Tell us your trade and how far behind the books are. We'll tell you plainly what it takes.

Rather email?hello@firmabooks.com