QuickBooks Certified ProAdvisor

Your books, done right —
without the overhead

Automated bookkeeping and monthly reporting for home service businesses. Cleaner books, faster decisions, and no full-time hire required.

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$1,250 Per month, flat
$12,500 Annually — 2 months free
90 days Money-back guarantee
QuickBooks Certified ProAdvisor · Monthly P&L Reports · Bank Reconciliation · Job Costing · Tax-Ready Books · Automated Reporting · Cash Flow Visibility · QuickBooks Certified ProAdvisor · Monthly P&L Reports · Bank Reconciliation · Job Costing · Tax-Ready Books · Automated Reporting · Cash Flow Visibility ·
The Problem

Most contractors run blind

You're good at the work. You know your trade inside out. But when it comes to the financials — the numbers are a mess.


You've thought about hiring someone, but a part-time bookkeeper at $30/hr for 20 hours a week runs you $2,400+ a month before you account for payroll taxes, training, and turnover.


Meanwhile, your CPA charges by the hour to clean up the same recurring mistakes — every single tax season.

The Solution

Automated books.
Real clarity.

We connect directly to your QuickBooks, set up automated bank rules and reconciliation workflows, and deliver a clean monthly report — without you lifting a finger.

As a certified QuickBooks ProAdvisor, we know the platform at a level most bookkeepers don't. We use automation to handle 90% of the repetitive work, which means faster turnaround, fewer errors, and a monthly rate that's less than half what you'd pay an employee.

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1
We connect to your QuickBooks
You grant us accountant access. We audit your existing setup and fix any historical issues. No data sharing, no passwords — everything through Intuit's secure portal.
2
Automated rules + weekly maintenance
We build bank rules, categorization logic, and reconciliation automations specific to your business. Transactions that used to take hours get processed in seconds.
3
Monthly report in your inbox
Every month, you get a plain-English P&L summary, cash flow snapshot, and one key insight — what changed and what you should know before next month.
4
Tax-ready books, always
Year-end is a non-event. Your CPA gets a clean file and spends zero time on cleanup. That saves you money on your accounting bill too.
The Math

Half the cost.
More reliable.

A part-time bookkeeper at $30/hour for 20 hours a week costs you over $28,000 a year — before taxes, sick days, or the three months it takes to train them. Here's how ClearBooks Pro compares.

Part-Time Employee ClearBooks Pro DIY / Neglect
Monthly cost $2,400–$3,200 $1,250 $0 (for now)
Annual cost $28,800–$38,400 $15,000 $5k–$15k CPA cleanup
Your time required Hire, train, manage ~30 min/month Midnight spreadsheets
QuickBooks certified ✗ Often not ✔ Certified ✗
Monthly reports ✔ Maybe ✔ Always ✗
Tax-ready books ✔ If trained ✔ Guaranteed ✗
Turnover risk ✗ High ✔ None N/A
Most clients save $13,800–$23,400 per year switching from a part-time hire to ClearBooks Pro — without giving up any quality. That's money back in your pocket, or reinvested into your next truck or crew.
$18k
Average annual savings
Getting Started

Live in 48 hours

1
Free 30-minute call
We look at your current QuickBooks setup, understand your business, and tell you exactly what we'll fix and build. No pitch deck. Just answers.
Day 1
2
Onboarding & cleanup
You grant accountant access. We audit, clean up historical entries, build automation rules, and configure your reporting template.
Days 2–3
3
First report delivered
Within 48 hours you have clean books and your first monthly snapshot. From here it's fully automated — you just read the report each month.
Day 3–5
Pricing

One service. Two ways to pay.

Month-to-Month
$1,250 /month
vs. $2,400+/mo for a part-time bookkeeper
  • ✓
    Full QuickBooks Online management & maintenance
  • ✓
    Monthly bank reconciliation (all accounts)
  • ✓
    Automated transaction categorization & rules
  • ✓
    Monthly P&L, Balance Sheet & Cash Flow report
  • ✓
    Job costing setup & reporting (per project/crew)
  • ✓
    Tax-ready year-end file delivered to your CPA
  • ✓
    Email support — response within 1 business day
  • ✓
    Quarterly review call (30 min) included
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Best Value
Annual Plan
$12,500 /year 2 months free
$1,042/mo effective  ·  $15,000 value
  • ✓
    Everything in month-to-month
  • ✓
    2 months free — pay for 10, get 12
  • ✓
    90-day money-back guarantee — full refund, no questions
  • ✓
    Priority onboarding — live within 24 hrs
  • ✓
    Monthly advisory call (vs. quarterly on monthly plan)
🛡️
90-Day Money-Back Guarantee
Not happy in 90 days? Full refund. No hoops, no arguments.
Join the Waitlist
No setup fee on either plan

Onboarding, historical cleanup, and automation setup are all included. No surprise invoices, ever.

Who this is for

Home service contractors doing $500k–$10M in annual revenue — HVAC, plumbing, roofing, electrical, landscaping.

The guarantee, in plain English

Pay annually. Not happy in 90 days — email us. We return every dollar. No partial refunds, no fine print.

🏅
QuickBooks Certified ProAdvisor Certified through Intuit's official ProAdvisor program. Annual recertification required — we stay current so you don't have to.
FAQ

Questions,
answered.

Still on the fence? These are the things people ask us before booking their first call.

Do I need to already be using QuickBooks? ▼
Not necessarily. If you're on QuickBooks already, we pick up where you are and clean it up. If you're not, we set up a new QuickBooks Online account for you (we have access to discounted rates as a ProAdvisor) and migrate any existing records. Either way, we handle it.
How do you access my QuickBooks without my password? ▼
Through Intuit's official accountant access system. You invite us directly from your QuickBooks dashboard — we get access with our own credentials, you retain full ownership, and you can revoke access at any time with one click. This is the standard, secure way all ProAdvisors work with clients.
What if my books are a complete mess? ▼
This is the most common situation we step into. The free call helps us understand the scope, and we'll give you a clear picture of what cleanup is needed and how long it'll take. Most books, even badly neglected ones, are caught up within 2–4 weeks. The $1,250/month includes the cleanup — no surprise add-on invoice.
What does "automated" actually mean here? ▼
We build bank feed rules in QuickBooks that automatically categorize recurring transactions — fuel, materials, vendor payments, etc. We also run scripts that flag anomalies, check for uncategorized transactions daily, and generate your monthly report automatically. You still get a human reviewing everything before it goes to you — automation handles the volume, we handle the judgment calls.
How much of my time does this take each month? ▼
About 30 minutes. That's the time it takes to read your monthly report and reply to us if anything needs clarification. The rest is handled. No spreadsheets, no data entry, no chasing receipts — we pull what we need directly from your QuickBooks and bank feeds.
Can you handle multiple entities or locations? ▼
Yes, though that's priced on a case-by-case basis depending on how many entities and how intermingled the books are. Mention it on the call and we'll give you a clear quote. Single-entity businesses with one QuickBooks file are always $1,250/month flat.

Get early access
before we open.

We're onboarding a small number of founding clients. Leave your details and we'll be in touch personally — no spam, no automated sequences.

No credit card. No commitment. Founding spots are limited.