15 minutes • Zoom • No obligation
Precision bookkeeping and financial operations built for the trades
Stop guessing where your cash went.
Trade-focused bookkeeping, financial operations, job-costing support and management reporting built for growing skilled-trade and field-service businesses.
Structured financial services for operating trade companies
Unlike general bookkeepers who lack trade experience, we understand how technicians, installers, parts purchasing, payroll, truck stock, and dispatch workflows directly affect your numbers. We implement a strict 'Verify. Don’t guess.' discipline across every tier of your financials.
Recurring bookkeeping
Keep your books current, reconciled and organized.
Disciplined transaction review, monthly bank and credit-card reconciliations, structured month-end close and consistent financial statement delivery.
Financial operations
Build stronger financial control and visibility.
We support AP/AR visibility, payroll-provider coordination, financial workflows, internal controls and organized collaboration with your CPA or tax professional.
Job visibility and reporting
See where the business is actually performing.
When your accounting and operating systems support reliable job-level data, Precision can organize job costing, classes, departments and service-line reporting into management-ready financial views.
Essential
$750/month
Dependable monthly bookkeeping
Reconciliations
Month-end close
Financial statements
Basic CPA coordination
Email support
Operations
$1,250/month
Weekly financial attention
Everything in Essential
AP/AR visibility
Payroll coordination
Monthly financial review
Priority support
Job-costing support as applicable
Financial Operations+
Starting at $2,250/month
Enhanced financial operations
Everything in Operations
Advanced job-costing support
Department/class reporting
Cash-flow reporting
Management dashboards
Precision OS™ KPI integration
Not sure which level fits? Package placement is based on both the services you need and the actual complexity of your books. New-client setup and historical cleanup are scoped separately.
15 minutes • Zoom • No obligation
1. DISCOVER
Complimentary Zoom conversation about your business, books and current financial workflow.
2. VERIFY
We review the systems, accounts and workload required to properly support your company.
3. BUILD
We establish access, workflows, controls, reporting and any necessary cleanup.
4. OPERATE
Precision runs the agreed bookkeeping and financial-operations cadence.
5. REPORT
You receive consistent financial reporting appropriate to your service level.
That's very “Precision.”
Built for the field. Built for management.
Precision Bookkeeping & Financial Operations does not try to turn your contracting company into an accounting firm. We build repeatable weekly and monthly processes that eliminate contractor blind spots, bring order to messy records, and deliver actionable management data you can trust.
Eliminate contractor financial blind spots
Most contractors struggle when bookkeeping knowledge is trapped in one person's head or books are only updated at tax season. Our operational support fixes weak accounts receivable follow-up, reconciles stagnant accounts, and provides crystal-clear visibility into where your gross margin is actually going. When your CPA or tax professional receives organized, current books, they can spend less time untangling bookkeeping issues and more time performing the professional work you hired them to do.
Direct integration with Precision OS™
Direct Integration with Precision OS™
For clients using both services, verified financial information can feed directly into the Precision OS™ management framework. Financial results can be combined with operating KPIs such as revenue per technician, labor ratios, job performance and department metrics to create a clearer picture of how operations are affecting financial results.
Financial metrics are identified as closed, preliminary or subject to exception—because management shouldn't make decisions from numbers that only look accurate.
15 minutes • Zoom • No obligation
Professional Service Notice: Precision Bookkeeping & Financial Operations provides bookkeeping, financial-operations support, management reporting and CPA coordination. We do not provide tax advice, tax-return preparation, audits, attest services, legal advice or other licensed professional services unless expressly stated in a separate engagement. Clients should consult their qualified CPA, tax professional or attorney when appropriate.