A no-fluff monthly bookkeeping checklist built for general contractors, roofers, plumbers, and HVAC companies running QuickBooks Online. Work it top-to-bottom and your books will finally tell the truth about your jobs, your margins, and your cash.
Send Me the Checklist →Most trade businesses are flying blind on their books. Not because anyone is lazy — because nobody set up a process built for the way trades actually run.
You finished a busy quarter, but you can't tell which jobs actually made money — and which ones just kept everyone busy.
Your bookkeeper closes the month, but you've never been sure if reconciliations, retainage, and WIP are actually getting handled.
1099s become a year-end fire drill every January because nobody's been tracking subs, W-9s, and COIs all year.
Your P&L looks fine. Your bank account doesn't. And nobody can tell you exactly where the gap is.
100+ items across the close, organized into the order you actually run them. Every step references the exact QBO menu path.
Pre-close prep through lockdown — pre-close, transaction cleanup, recon, AR/AP, payroll, sales tax, adjusting entries, financial review, and client communication.
Job costing & WIP, subs & 1099s, equipment & fleet, inventory & materials. The stuff generic checklists never touch.
Exactly which reports to run each month, where to find them, and why they matter. No more spelunking through QBO menus.
The five numbers an owner of a trade business actually cares about — and where to pull each one from QBO.
An interactive Excel workbook with progress tracking, plus a polished printable PDF. Use whichever fits your workflow.
Free. No credit card. We'll send it straight to your inbox so you can keep it forever.
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Justin Bennett — bookkeeper for blue-collar businesses. I run a full QBO close for trade companies: job costing, WIP, 1099s, and a monthly owner-ready financial package. If your books haven't been telling you the truth about your jobs, the checklist is a good place to start.