Start 2026 with QuickBooks
set up correctly

If your financials don’t clearly show where profit comes from, it’s not a bookkeeping issue — it’s a setup issue.

January is the best time to fix it.

Who is this for

Project-based and transaction-heavy businesses that want:

• Clear margins

• Accurate reports

• Clean books before tax season

Why January

January is the cleanest time to fix structure.

Your file is lighter.
Tax season pressure hasn’t hit yet.
Decisions for the year are being made.

Once the year is in motion, fixing structure becomes harder and more expensive.

The Problem

Most businesses don’t have “bad books.”
They have

QuickBooks files that were never built for how they actually operate.

That leads to:

• Profit margins you can’t trust

• Costs mixed together

• Deposits handled incorrectly

• Reports that don’t answer real questions

More transactions won’t fix this.
Structure fixes this.

What the January Setup Does

A proper January setup/reset:

• Aligns QuickBooks with how your business actually works

• Separates revenue, costs, and projects correctly

• Handles deposits, retainers, and timing properly

• Produces reports you can actually use

• Makes tax season smoother for you and your CPA

This is a one-time structural fix, not an ongoing sales pitch.

How the Process Works

1. Short discovery call
   We determine whether this is a cleanup or a full reset.

2. QuickBooks diagnostic review
   I review structure, volume, and workflows — no changes made yet.

3. Clear scope + fixed pricing
   You know exactly what’s included before anything starts.

4. January setup/reset completed
   Clean, accurate, and ready for the year.

What this fixes:

• Consultant costs tracked by project

• Retainers handled correctly

• Phase-level profitability

• Cleaner CPA reporting

What this fixes:

What this fixes:

• Job costing that actually works

• Materials, labor, and subs tied to jobs

• Deposits and retainage handled correctly

• Real job profitability — not guesses

What this fixes:

• FF&E separated from labor and markup

• Vendor invoices routed correctly

• Deposits tracked properly

• Clear project margins

Builders & Contractors

Architects

Interior Designers

Landscape Designers

• Materials, labor, and subs tied to jobs

• Project-level profitability

• Deposit handling

• Clean reports for pricing decisions

What this fixes:

• Program and fund tracking

• Grant reporting

• Clean board-ready financials

• Audit-ready structure

Nonprofits

What this fixes:

Real Estate Brokers

• Commission tracking

• Agent splits

• Transaction-level expenses

• Clear profit visibility

What this fixes:

• Tasting room vs wine club vs wholesale separation

• Production and COGS clarity

• Deferred income handling

• Margin visibility by channel

Vineyards

Breweries

What this fixes:

• Batch costing

• Taproom vs wholesale clarity

• Clean COGS

• Reliable margin reporting