Services for Contractors and Service Businesses
Phoenix delivers disciplined bookkeeping and financial operations support for owners who need clean books, reliable reporting, and day‑one operational stability—serving contractors, trades, and service businesses across Brevard County, Florida.
Core bookkeeping and financial operations services
Each engagement is structured around accuracy, reconciliation discipline, and reporting that owners can actually use—especially in contractor environments where job performance and cash flow matter.
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—critical for contractors needing reliable job-cost visibility.
- 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—aligned with contractor job workflows.
- 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—by job, by month, and by category.
- 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 across Brevard County
Learn more about our contractor-focused services or explore our pricing structure.