Custom analysis, vendor audits, expense breakdowns, and bookkeeping cleanup. I specialize in home services businesses but work with anyone on QuickBooks Online.
Email me directlyYou have a question about your business. I pull the answer from your QuickBooks data and hand it back as a clean report with charts, tables, and context you can actually use.
I specialize in home services businesses (plumbing, HVAC, electrical, roofing, general contracting) but can help anyone running QuickBooks Online.
No retainer required. No long-term commitment. Just tell me what you need.
Contractor needed proof of total Home Depot spend across 10 company cards to dispute their rewards tier. I pulled 523 transactions over 18 months, built a per-cardholder breakdown with monthly charts, and delivered a CSV + visual summary report. Took about an hour. Home Depot said $21K. The real number was $56K.
Owner had 7 company credit cards and no visibility into who was spending what. I built a monthly breakdown by cardholder showing total spend, charge count, top vendors, and trends over time. Flagged one card that tripled its spending without explanation.
Owner's books made the business look unprofitable because distributions (owner pay), loan repayments, and account transfers were all booked as operating expenses. I identified $391K in misclassified items and showed the true operating margin was 25%, not the -8% their P&L reported.
Contractor spent on Thumbtack, Google, Yelp, broadcast TV, and social. Charges came from different payment methods and vendor names, never rolled up to one number. I consolidated all advertising into a single view: $120K/year, accelerating 3.7x, split across 3 payment methods no one was tracking.
Owner gets paid via checks, ACH, Zelle, Stripe payouts, and cash deposits. I mapped every dollar to its source, identified concentration risk (one client was 16% of all revenue), and flagged anonymous deposits that could be attributed with better categorization.
If it lives in your QuickBooks data, I can answer it. Fleet fuel costs, subscription audits, duplicate payment detection, subcontractor vs. W-2 analysis, insurance benchmarking, seasonal cash flow patterns. You ask, I deliver.
Tell me what you need. I'll let you know what I can pull together and how long it will take. No pressure, no sales pitch.
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