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Bookkeeping & Financial Systems for Project-Based Businesses

Gain clarity into project profitability, systemize job costing across jobs and phases, and make confident decisions with financial data tied to how your business actually operates.

Rated 5 stars by clients

★★★★★

About Karen

I’m an Intuit Certified QuickBooks Online & Payroll ProAdvisor and work with clients remotely across the U.S. and local businesses...

Our services

Providing specialized financial systems for project-based businesses — where work flows through jobs, projects, phases, or programs instead of simple monthly cycles.

Cleanup and Reset brings your books up to date, corrects past errors, and establishes a clean foundation so project-level reporting and job costing can be trusted going forward.

System Setup and Optimization aligns your financial structure with how work actually flows through projects, jobs, phases, or programs, ensuring accurate reporting and ongoing clarity.

Ongoing Monthly Job-Costing Support maintains accurate project-level tracking, monitors profitability, and provides consistent insight to support confident decision-making.

Why work with me...

  • Project & job costing focused — so you know profitability by job

  • Systems built for how you actually work — no more forcing your process into generic bookkeeping

  • Clean setup before ongoing maintenance — reduces errors and future confusion

  • Clear reporting you can understand and use — supports real planning and decisions