Day-One Financial Operations Infrastructure
Phoenix Bookkeeping Services LLC delivers financial operations leadership for contractors and service businesses — fast client activation, zero hiring delays, and clean, reliable books from day one. Starting at $3K monthly.
Services built for owners who need clean books and dependable reporting
Phoenix supports contractors, remodelers, HVAC companies, plumbing companies, property managers, and service businesses that need accurate books, organized financial systems, and reliable operational visibility.
Monthly Bookkeeping
Recurring transaction review, categorization, reconciliations, and structured monthly reporting to keep books accurate and current.
- Bank and credit card reconciliations
- Transaction review and classification
- Monthly financial reporting
Cleanup & Catch-Up
Restores disorganized books, cleans up historical errors, and brings financial records back into usable condition.
- Historical cleanup and corrections
- Reconciliation repair
- Structured cleanup plan
QuickBooks Online Support
Setup, organization, account structure review, and ongoing support for a cleaner, more reliable QuickBooks environment.
- Chart of accounts organization
- QuickBooks Online setup and optimization
- Ongoing support and review
Accounts Payable & Receivable Oversight
Visibility into bills, invoices, customer payments, and financial workflows that support smoother operations.
- AP/AR tracking and visibility
- Invoice and bill organization
- Payment workflow support
Reconciliations & Reporting
Accurate bank and credit card reconciliations with reporting that helps owners understand where the business stands.
- Full account reconciliation
- Clear monthly reporting
- Financial visibility and clarity
Cleanup & Tax Readiness Review
Structured review of books, deadlines, missing records, QuickBooks setup, and cleanup path toward tax-ready financials.
- Tax‑ready review
- Missing record identification
- Cleanup recommendations
Supporting: General Contractors • Remodelers • HVAC Companies • Plumbing Companies • Property Management • Small Service Businesses
Built for contractors and service businesses
Contractors need numbers that show what is happening by job, by cost, by account, and by month — with financial operations leadership that keeps those numbers disciplined and reliable.
Common problems we help solve
- Books are behind or incomplete
- Bank accounts are not fully reconciled
- Job costs are entered but not useful
- Reports do not show true profitability
- Owner does not trust the numbers
What better control looks like
- All active accounts tracked and reconciled
- Clear job cost categories
- Reliable income and expense visibility
- Tax-ready records
- Reports that support action, not confusion
Service levels
Pricing depends on volume, cleanup needs, number of accounts, reporting requirements, and job costing or AP/AR oversight. Executive financial operations leadership engagements start at $3,000 monthly.
Monthly Bookkeeping
- Up to 300 transactions
- Up to 3 accounts
- Monthly reconciliation
- Standard reporting
- Email support
Professional
- Up to 600 transactions
- Up to 5 accounts
- AP/AR oversight
- Monthly reporting package
- Quarterly review call
Executive
- 600+ transactions
- 5+ accounts
- Full AP/AR support
- Custom reporting
- Monthly review call
Cleanup and catch-up projects start at $1,500 after review and scope confirmation.
Executive Level — Financial Operations Leadership, Activated on Day One
The Executive Level is built for businesses that need more than bookkeeping. Phoenix delivers a fractional financial operations department that activates on day one — starting at $3K monthly — with disciplined oversight, reliable reporting, and operational stability.
Executive financial operations overview
- Full‑cycle accounting oversight across AP, AR, and core accounts
- Job costing and project‑level financial tracking for contractors
- Month‑end close leadership, including reconciliations and adjusting entries
- Financial reporting, KPI dashboards, and cash‑flow visibility
- Compliance‑focused documentation and audit‑ready records
- Payroll oversight and alignment with the books
- Process improvement and workflow stabilization
- System optimization for QuickBooks and related financial tools
What recruiters are placing at $3K monthly
- A fractional financial operations department, not just a bookkeeper
- Day‑one activation with minimal client onboarding and zero hiring delay
- Leadership that stabilizes financial operations and supports decision‑making
- Owner briefings that translate numbers into clear, actionable insight
- Structured, repeatable processes that keep books clean and reliable
- Support for contractors, service businesses, and growth‑focused owners
Simple, controlled process
No guessing. No vague handoffs. We review, diagnose, clean up, and create a repeatable bookkeeping and financial operations rhythm.
Review
We look at how your accounts, books, and reports are currently structured.
Diagnose
We identify what is missing, duplicated, misclassified, or not reconciled.
Clean Up
We fix the structure and records so the numbers can be trusted again.
Maintain
We keep the books organized, tax-ready, and useful month after month.
Why Phoenix
Phoenix brings more than 30 years of financial operations, compliance oversight, documentation discipline, and structured process experience to small business bookkeeping and financial operations leadership.
We understand that business owners need more than data entry. They need reliable records, disciplined review, and numbers that support decisions, hiring, and long‑term stability.
What we stand for
- Accuracy in the records
- Integrity in the process
- Compliance-focused documentation
- Confidential handling of business information
- Clear reports owners can actually use
Not sure your books are telling the truth?
Let’s take a quick look. A short review can show where your books are clean, where they are breaking, and what needs to happen next to stabilize your financial operations.
Request a Quick ReviewContact Phoenix
Ready for cleaner books, better financial clarity, and day‑one financial operations leadership? Reach out and we’ll start with a simple conversation.
Contact information
Phone: 321-317-9949
Email: wh@phoenixbookkeepingservicesllc.com
Website: www.phoenixbookkeepingservicesllc.com
Service area: Brevard County, Florida
Focus: Contractors, service businesses, and small business owners who need clean books, financial control, and operational stability.