Logo for Pro Trade Financials featuring a hammer, calculator, open book with dollar sign, house, and bar graphs, with text for bookkeeping, payroll, and accounting.

Our Services

Monthly Bookkeeping

Bank and credit card reconciliations, transaction categorization, accounts payable & receivable tracking, and clean monthly financial statements.

Job Costing & Profitability

Track costs and profit by job (including change orders, retainage, and progress billing) so you know which projects are making money and which ones aren’t.

Financial Reporting & Reviews

Clear monthly reports plus a real review conversation so the numbers actually mean something.

Payroll Support

Processing support and clean records for your team, including help with more complex situations when needed.

Cleanup & Catch-Up

Behind on the books? We bring everything current so you can start fresh.

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Service Tiers

We offer a range of services to meet the needs of every client.

  • Best for smaller or simpler operations. Includes:

    • Bank & credit card reconciliations

    • Transaction categorization

    • Basic Profit & Loss and Balance Sheet

    • Basic AP/AR tracking

    • One monthly review

  • Everything in Starter, plus:

    • Full job costing

    • Payroll processing/support

    • Cash flow statements

    • Detailed monthly reports + 45-minute review

    • Subcontractor tracking

  • For growing contractors who want deeper insight and proactive support. Everything in Standard, plus:

    • Advanced forecasting

    • Custom KPI / job profitability reports

    • Tax prep support

    • Priority response

    • Quarterly strategy sessions

    • Advanced job costing & WIP support

Our Process

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Discovery

We learn how your business actually runs. The jobs, the software, the pain points, and what clean numbers would mean for you.

A computer keyboard and a mouse on a wooden desk with multiple yellow sticky notes arranged in a pattern, a black marker lies among the sticky notes.

Clean Setup

We get your books current and organized the right way (including job costing when it applies) so the monthly work is accurate and smooth.

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Ongoing Partnership

You receive clear monthly financials, a real review of the numbers, and a partner who understands your business not just generic bookkeeping.

Book a Discovery Call