Every app below is one we set up, integrate, or run accounting on top of — not just a logo we recognize.
General ledger
QuickBooks Online (QBO)
Our default general ledger for contractors, real estate, and small businesses. Every workflow below is tuned around QBO.
New file setup with a job-cost chart of accounts
Projects, classes, and locations configured for real reporting
Products & services, sales tax, and payroll dialed in
Monthly close and reconciliation
Legacy general ledger
QuickBooks Desktop (QBD)
Still supported for shops that run on QBD — and the file we most often migrate off of.
Ongoing accounting inside your Desktop file
File cleanup and list consolidation
Fixed-fee migration to QuickBooks Online when you're ready
Reconciliation and year-end handoff to your CPA
Stone & slab fabrication ERP
Stone Profits
Purpose-built ERP for stone fabricators — inventory, slab tracking, and job costing.
Sync Stone Profits activity into QuickBooks Online
Reconcile inventory value and COGS between systems
Job costing tied to shop and install phases
Sales tax and monthly financials on top of Stone Profits data
Construction management
Jobtread
Estimating, budgeting, and project management for residential contractors and builders.
Integrate Jobtread with QuickBooks Online cleanly
Keep budgets, POs, and change orders in sync with the books
Job costing by project and phase
Draw reconciliation and lender-ready reporting
Construction management
Buildertrend
End-to-end project management used by remodelers, builders, and specialty trades.
Buildertrend ↔ QBO integration setup and cleanup
Selections, POs, and invoices flowing into the right jobs
Deposit and progress-billing accounting
Monthly job P&Ls and WIP reporting
Field service management
Jobber
Scheduling, quoting, and invoicing for smaller field-service teams and trades.
Jobber ↔ QuickBooks Online connection and mapping
Daily job and invoice reconciliation
Payments, fees, and tips coded correctly
Payroll and sales tax handled on top of Jobber data
Field service management
Housecall Pro
Popular home-services platform for electricians, plumbers, and residential trades.
Housecall Pro ↔ QBO sync and cleanup
Daily job, invoice, and payment reconciliation
Materials and truck-stock tracking
Service vs. project P&Ls
Construction management (Buildertrend family)
CoConstruct
Custom-builder and remodeler platform now part of the Buildertrend family — still supported for existing users.
Keep your CoConstruct workflow tied cleanly to QuickBooks Online
Selections, POs, and change orders reconciled to the books
Job costing and draw reconciliation for custom builds
Migration support if you move to Buildertrend
QuickBooks Online — deep support
How we set up QuickBooks Online properly
QBO is powerful but easy to misconfigure. Here's how we build it so your reports, sales tax, and payroll all tell the truth.
Projects, Classes & Locations
The three QBO dimensions most contractors get wrong. We decide which ones fit your business, set them up, and lock the workflow so every transaction gets coded correctly.
Projects for job-level costing and profitability
Classes for divisions, service lines, or crews
Locations for multi-entity or multi-site reporting
Rules and templates so your team codes consistently
Products & Services
Your item list drives estimates, invoices, and COGS. Built wrong, every downstream report is wrong.
Item list built around your actual scopes of work
Income and COGS accounts mapped per item
Bundles and service items for recurring work
Cleanup of duplicate or unused items
Sales Tax
Washington sales tax and B&O — plus multi-state where you have nexus — configured and filed on real data.
WA state and city sales tax setup
Product and service taxability configured correctly
Monthly or quarterly filing on time
Multi-state nexus coordination when you scale
Payroll
QuickBooks Payroll, Gusto, or ADP — set up correctly and coded to jobs so labor cost lands on every project P&L.
New employer registrations (federal, WA ESD, L&I)
Payroll platform setup and employee onboarding
Job-cost payroll coding for contractors
Year-end W-2s and 1099s handled without the scramble
Trusted referrals
Professionals we refer clients to
We stay in our lane — accounting and controller work — and refer out when you need specialized help. These are the professionals we trust with our own clients.
Tax compliance
CPA & tax preparers
We keep your books clean and tax-ready; your CPA files the return. We refer to Washington CPAs who understand construction, real estate, and pass-through entities.
Year-end tax return preparation and planning
S-corp, partnership, and LLC tax strategy
Cost segregation and real estate specialist CPAs
IRS notice and audit support
Legal
Business & construction attorneys
Contract review, entity formation, lien rights, and dispute counsel. We refer attorneys who regularly work with Washington contractors and developers.
Contractor agreements and subcontractor disputes
Mechanics lien filing and bond claims
Entity formation and operating agreements
Employment and independent-contractor classification
Risk management
Commercial insurance agents
General liability, umbrella, builders risk, and professional liability coverage. We refer agents who understand construction and real estate exposures.
General liability and umbrella policies
Builders risk and property coverage
Professional liability for design-build firms
Annual coverage reviews as you scale
People operations
Payroll & HR services
When payroll or HR gets complex, we refer dedicated providers who can handle benefits administration, compliance, and multi-state employees.
Benefits administration and open enrollment
Multi-state payroll and compliance
Handbook and policy development
Workers' comp pay-as-you-go programs
Banking
Business banking & SBA lending
The right banker speeds up draws, lines of credit, and SBA loans. We refer relationship bankers who understand contractor cash flow.
Operating accounts and treasury services
Equipment and vehicle financing
SBA 7(a) and 504 loan navigation
Construction draw and escrow coordination
Wealth planning
Financial advisors
We handle business accounting up to the controller level; for personal wealth, retirement, and exit planning we refer fiduciary advisors.
Retirement plan selection and setup
Owner compensation and profit distribution strategy
Exit planning and business valuation
Personal investment and wealth management
Real estate
Commercial real estate brokers
For developers, flippers, and growing contractors, we refer brokers who know industrial, retail, and multifamily deals in the Puget Sound market.
Acquisition and disposition analysis
Lease vs. buy scenarios
1031 exchange coordination with your CPA
Market comps and investment underwriting
Technology
IT & cybersecurity support
Your accounting data is only as safe as your systems. We refer IT providers who secure QuickBooks, cloud apps, and job-site devices for small businesses.
QBO user access and MFA hardening
Cloud backup and disaster recovery
Email security and phishing protection
Remote job-site tech support
Bonding
Surety bond agents
Bid bonds, performance bonds, and payment bonds are part of larger contracts. We refer bond agents who package contractor financials for underwriters.
Bid, performance, and payment bonds
Bond capacity and financial statement prep
WIP schedules and CPA-reviewed statements
Surety relationship management
Growth
Marketing & website partners
When your books are clean, growth capital goes further. We refer marketers and web developers who specialize in construction and local service businesses.
Local SEO and Google Business Profile management
Contractor-focused website design
Branding and proposal templates
Review generation and reputation management
Referral disclosures
We do not accept referral fees or commissions from the professionals listed here. Recommendations are based on our experience working with them on client matters.
Each professional operates independently. We do not supervise their work, guarantee their availability, or assume liability for their services or advice.
Always verify licensing, credentials, and coverage directly before engaging any provider.
This list is updated as needed and may change without notice.