Services and pricing · Daybreak

Everything your books need. Nothing you are paying for and not getting.

One person handles your account, start to finish.

Services

Everything runs through QuickBooks Online.

The only platform I work in, and the one I am certified on.

Monthly bookkeeping

Every transaction categorized, every month. Nothing goes in as a guess.

Bank and credit card reconciliation

Bank feed, loans and merchant payouts, all tied to statements.

Financial report preparation

Profit and loss, balance sheet and cash view in a branded pack.

QuickBooks Online setup and support

A chart of accounts built for how a trade business actually runs.

QuickBooks Bill Pay administration

Vendor bills entered, scheduled and matched. You approve, I administer.

Cleanup projects

Months or years behind, or set up wrong. Scoped and priced up front.

Job costing

Income and cost tracked by job, so you know which work pays.

For contractors

Job costing that tells you which jobs made money.

Most contractors learn a job went badly long after they could fix it. Job costing puts the estimate and the actual side by side.

One requirement: QuickBooks Online Plus. If you are on a lower tier, I will tell you what the upgrade buys before you pay for it.

A chart of accounts that matches how you bid

The categories you estimate in are the categories your costs land in.

Every job tracked as its own project

Materials, subs and labor coded to the job, not a general bucket.

Labor burden loaded into the job cost

Payroll taxes, workers' comp and insurance applied, so no job looks better than it was.

Estimate versus actual at close-out

Every finished job against what you bid, category by category.

A monthly job profitability report

Which jobs made money, which did not, and why. Delivered with your monthly financials.

What a month looks like

The same four steps, every month.

The monthly report goes out within five business days of receiving your statements, and only once every transaction is categorized. Nothing goes in the report as a guess.

STEP 1

Categorize

Every transaction. Unknowns go on a tracked list.

STEP 2

Reconcile

Every account tied to its statement.

STEP 3

Report

Your branded pack lands in your inbox.

STEP 4

Close the list

Five minutes to clear the unknowns.

What I need from you

Three things each month.

An accountant invite to QuickBooks Online

You invite me as your accountant. I never ask for passwords.

Statements by the 5th of each month

For any account without a bank feed.

Answers to the list I send

Any transaction I cannot categorize without your answer goes on it.

Published price

$200/ month, starting

Flat fee, always. No hourly billing, no contracts, no cancellation fees. Exact price in writing first. Invoiced monthly.

Categorization and reconciliation, every accountIncluded

Branded monthly report packIncluded

Tracked-unknowns list and same-evening repliesIncluded

Cleanup and catch-up, flat fee, paid in full before work beginsFlat fee

Setup, job costing, Bill Pay administrationQuoted

Get your exact price Call (480) 952-2239

Scope

What this firm does not do.

I keep your books. I do not file taxes, give legal advice, or run payroll. I work alongside your CPA and attorney, not in place of them.

Not sure which of these you need?

Book a free 15-minute call Call (480) 952-2239

Fifteen minutes and you will know where you stand.