QuickBooks Cleanup for Contractors | Flow Bookkeeping Services

01 / Start here

One-time cleanup projects

A cleanup is a project,
not a subscription.

People rarely call us because they want a monthly bookkeeper. They call because they are behind, the numbers do not look right, and a tax preparer or a lender is asking for figures. That is the work we do first: a one-time QuickBooks cleanup with a fixed scope, a fixed price, and a date it is finished by.

When it is done, the books are yours. Keep them yourself, hand them to your CPA, or put them on a monthly plan with us. All three are fine.

STEP 01

Free books diagnostic

Send us accountant access to your QuickBooks file — you can revoke it any time. We read what is there and give you a straight answer on where it stands and what it would take to fix. No charge, no obligation, no sales call required.

STEP 02

A quote you can hold us to

You get one price for the whole project and a delivery date, based on what we actually saw in the file. Never an hourly rate, and never a number quoted before we have looked.

STEP 03

Clean books, handed back

Accounts reconciled, costs on the right jobs, deposits and retainage where they belong, and a profit-and-loss you can hand to a lender or a tax preparer without explaining it first.

Start with a free diagnostic → What a cleanup covers → Cleanup projects start at $750 · final price set after the free diagnostic

02 / Services

Cleanup first. Everything else is optional.

Get the books right first.
Then keep them that way.

Start here

🧾

QuickBooks Cleanup

Our main service. A one-time project: we fix miscategorized transactions, reconcile every account, put costs back on the right jobs, and hand you a QuickBooks file that holds up — going back as far as needed. Fixed scope, fixed price, clear end date.

📋

Monthly Bookkeeping

For after the cleanup, if you want it. Full transaction categorization, reconciliation, and a close report every month, so the file never gets behind again. Monthly bookkeeping is available after the cleanup, but never required.

New

📅

Month-End Close

Full month-end close process — bank rec, journal entries, P&L review, balance sheet sign-off, and client e-signature. Typically delivered within 3–5 business days of receiving your documents.

🔗

QuickBooks Sync

Every reconciled transaction pushed to your QBO account automatically. Your accountant will thank you.

👤

Dedicated Bookkeeper

Your dedicated bookkeeper reviews every close. A real person who knows your business.

🔒

Secure Client Portal

Passwordless document upload, close report review, and e-signature. No app to download or account to create.

💸

Payroll Processing

Monthly payroll run and reporting included with Growth and Scale plans. One less thing to manage every month.

📈

Monthly Financial Reviews

In-depth monthly financial review with your close report — P&L trends, cash flow snapshot, and plain-English insights your whole team can act on.

03 / Who We Serve

Skilled trades specialists

Built for the trades that build America.

We specialize in bookkeeping for skilled trade businesses across South Carolina — from Charleston and Columbia to Greenville and Myrtle Beach. We understand job costing, equipment depreciation, subcontractor payments, material expenses, and seasonal cash flow — because these are the numbers that matter to you.

🔨

General Contractors

Job costing, subcontractor tracking, draw schedules & project P&Ls

❄

HVAC Technicians

Equipment inventory, service agreements, seasonal revenue tracking

🔧

Master Plumbers

Parts & labor costing, warranty tracking, multi-job reconciliation

⚡

Electricians

Material markup, permit costs, commercial & residential split tracking

🌿

Landscapers

Seasonal billing, equipment depreciation, crew payroll & fuel

🏠

Roofers

Material costs, insurance work tracking, storm season cash flow

🖌️

Painters

Per-job costing, crew management, commercial vs. residential margins

🪓

Flooring & More

Concrete, masonry, welders, solar installers, pool services & beyond

Why it matters

Clean books aren’t a luxury.
They’re how you win.

For trade businesses, disorganized books cost you money every single month. Here’s what clean financials actually unlock:

💰

Know your real job margins

When materials, labor and permits all land in one general pile, every job looks the same on paper. Clean books show your true cost per job, so you can price from real numbers instead of a feel for it.

🏦

Get financing when you need it

Banks and lenders require clean, up-to-date financials. Messy books mean denied loans — even when your business is profitable.

📋

Survive tax season without panic

Keeping your books reconciled and current makes the year-end handoff to your tax preparer more organized.

📊

Make smarter business decisions

Should you hire another crew? Buy that truck? Open a second location? Clean financials give you the numbers to answer those questions with confidence — not gut feel.

⚡

Cash flow you can actually see

Trade businesses run on cash flow. Know exactly what’s coming in, what’s going out, and what you owe — before it becomes a crisis.

🏆

Build a business worth selling

When the time comes to sell or bring on a partner, clean financials are the difference between top dollar and walking away with nothing.

QuickBooks Cleanup

Four cleanup tiers.
One price, set after we look.

The tier depends on how far behind the file is and what is in it. Every number below is a starting price — the real one is confirmed after your free diagnostic, and it does not change once we have agreed on it.

Not sure which one you are? That is what the diagnostic is for. See what a cleanup covers →

Light

Starting at $750

1–3 months behind, low volume, no payroll issues.

✓Bank & credit card reconciliation

✓Recategorize & reclassify transactions

✓Install Skilled Trades Chart of Accounts

✓Clean P&L & balance sheet delivered

✓Monthly plan proposal at delivery

Get Free Diagnostic →

Most Common

Standard

Starting at $1,800

4–8 months behind, payroll present, 1099 subs.

✓Everything in Light

✓Full multi-period reconciliation

✓Payroll review & correction

✓1099 sub payment review

✓Job cost restructure

Get Free Diagnostic →

Heavy

Starting at $3,200

9–18 months behind, high volume, payroll corrections.

✓Everything in Standard

✓Payroll reconstruction & tax reconciliation

✓Loan & line-of-credit cleanup

✓Full 1099 & W-9 review

✓WIP & retainage reconstruction

Get Free Diagnostic →

Major

Starting at $4,500

18+ months behind, multi-year reconstruction.

✓Everything in Heavy

✓Multi-year full reconstruction

✓Prior-year W-9 & 1099 review

✓Loan & equipment schedule rebuild

✓Tax preparer-ready package

Get Free Diagnostic →

Final price is set after a free diagnostic · hello@flowbookkeepingservices.com to get started

Why Flow

Trusted with your numbers

Built to be trusted
with your numbers.

We earn your trust the honest way — specialization, security, and a real person accountable for every close. Here’s what that means for you:

👤

In-house, not outsourced

Karen Cotton personally reviews your books and every month-end close, so you always know who is accountable for your file.

🔧

We specialize in the trades

Flow Bookkeeping Services specializes in skilled-trades and contracting businesses. Job costing, 1099 subs, retainage, materials markup, and seasonal cash flow are what we handle every day.

✅

A person reviews every close

Software handles the busywork, but a real bookkeeper reviews and signs off on every month-end close. High-risk actions like payments and transfers are never automated.

🔒

Your data stays protected

Read-only bank connections and secure document sharing through the client portal. We never ask you to email or text a password. Automated tools may assist with bookkeeping workflows, and a human reviews the work before each month-end close.

📗

Built in your own QuickBooks

We work inside your own QuickBooks Online file — no proprietary software to get locked into. Cancel anytime and your books stay entirely yours.

🤝

Try it before you pay

Start with a free Books Diagnostic — no phone call, no credit card, no contract. See exactly what we’d fix, then decide. No fee to start a monthly plan, cancel anytime.

Flow Bookkeeping Services keeps South Carolina’s skilled trades on clean, reconciled books every month — every close reviewed and signed off by a real bookkeeper, and reported in plain English you can act on.

Intuit QuickBooks ProAdvisor · Gold Tier

Flow Bookkeeping Services has earned Gold tier status in the Intuit ProAdvisor program — Intuit’s recognition of demonstrated QuickBooks expertise, earned through certification. Your books are handled by a firm QuickBooks itself recognizes.

Intuit QuickBooks Certification Level 2 badge

QuickBooks Certified
· Advanced (Level 2)

QuickBooks Payroll
· Certified

QuickBooks Desktop
· Certified

Intuit Bookkeeping
· Trained

Client Advisory Services Foundations Graduate badge

Client Advisory Services
· Graduate

Intuit Enterprise Suite
· Certified

Client reviews

Verified on Google

What our clients
actually say.

Every review below was written by a real client on our Google Business Profile and is reproduced word for word. Nothing here is edited, incentivized, or invented.

★★★★★

“Flow keeps my books organized and I’ve been impressed with the communication and accuracy. The cleanup and month end close has been a smooth process. I highly recommend Flow for any business that needs a professional bookkeeper.”

Eddie Covello

Verified review on Google

★★★★★

“Highly recommend! Very professional, easy to work with, and made everything simple from start to finish. Great communication and excellent service.”

Lens & Sage Co. — Photography

Verified review on Google

5.0 out of 5 on Google

Read them on Google →

04 / Pricing

Month-to-month · No contracts

Transparent pricing. No surprises.

No fee to start a plan · Cancel any time

Starter

$149/mo

Up to 100 transactions / month

✓Up to 100 transactions/mo

✓Monthly close report

✓QBO sync

✓Client portal

✓Email support

Get started →

Starting fresh in QuickBooks?
We’ll build the file right.

If you’re opening a new QuickBooks Online file — or you have one that was never set up properly — we’ll configure it the way a trade business actually needs it. Job costing that works, a chart of accounts built for contractors, and bank feeds connected and balanced from day one. One-time project, fixed price.

Quick Setup

$450 one-time

Simple service business, no job costing

✓Company settings & fiscal year configured

✓Flow standard Chart of Accounts installed

✓Up to 3 bank & credit card feeds connected

✓Up to 5 recurring transaction rules

✓30-minute handoff call

✓30 days of email support after delivery

Get Started→

Most trades pick this

Trades Setup

$850 one-time

Contractors who need to see profit by job

✓Everything in Quick Setup

✓Job costing structure — classes & projects

✓Products & services list built out

✓Customer & vendor lists imported

✓1099 vendor flags set on your subs

✓Sales tax & progress invoicing turned on

Get Started→

Setup + Job Costing Build

$1,500 one-time

Crews, payroll and estimates tied to jobs

✓Everything in Trades Setup

✓Estimate → progress bill → job cost report workflow

✓Payroll mapped to job costs

✓One app connection — field service or time tracking

✓Walk-through of your first job cost report

Get Started→

Bundle & save

Starting a monthly bookkeeping plan at the same time? Take $200 off any setup tier. Your monthly rate starts the month after your file is delivered — you never pay for a close on books that weren’t ready yet.

−$200

What setup is, and isn’t. Setup covers a new or empty QuickBooks file. It does not include categorizing past transactions or reconciling prior periods. If your books already exist and are behind, that’s a cleanup project — start with the free diagnostic and we’ll quote it. Opening balances are entered from a bank statement or trial balance you provide; rebuilding them from scratch is cleanup work, not setup.

05 / Get Started

Free diagnostic · No commitment required

Ready for books that close themselves?

Call or email and tell us about your business. Your bookkeeper will send a secure QBO access request via Financial Cents within one business day — then deliver a fixed-price quote.

✓ Free QBO diagnostic — no call required

✓ No fee to start a plan · Cancel any time

✓ Response within one business day

✓ Skilled trades & contractor specialists serving all of South Carolina

Request your free books diagnostic

Call or email us. We reply within one business day.

Call (843) 749-8691 Email hello@flowbookkeepingservices.com

Behind on your books?
We catch contractors up.
One project. Clear end date.

A cleanup is a project,
not a subscription.

Free books diagnostic

A quote you can hold us to

Clean books, handed back

Get the books right first.
Then keep them that way.

Built for the trades that build America.

Clean books aren’t a luxury.
They’re how you win.

Know your real job margins

Get financing when you need it

Survive tax season without panic

Make smarter business decisions

Cash flow you can actually see

Build a business worth selling

Four cleanup tiers.
One price, set after we look.

Every cleanup starts here.
The Free Books Diagnostic.

Built to be trusted
with your numbers.

In-house, not outsourced

We specialize in the trades

A person reviews every close

Your data stays protected

Built in your own QuickBooks

Try it before you pay

What our clients
actually say.

Transparent pricing. No surprises.

Starting fresh in QuickBooks?
We’ll build the file right.

Ready for books that close themselves?

Request your free books diagnostic

Active clients have
access to a private
customer portal.

Bookkeeping by trade

Areas we serve

Guides

Behind on your books?We catch contractors up.One project. Clear end date.

A cleanup is a project,not a subscription.

Free books diagnostic

A quote you can hold us to

Clean books, handed back

Get the books right first.Then keep them that way.

Built for the trades that build America.

Clean books aren’t a luxury.They’re how you win.

Know your real job margins

Get financing when you need it

Survive tax season without panic

Make smarter business decisions

Cash flow you can actually see

Build a business worth selling

Four cleanup tiers.One price, set after we look.

Every cleanup starts here.The Free Books Diagnostic.

Built to be trustedwith your numbers.

In-house, not outsourced

We specialize in the trades

A person reviews every close

Your data stays protected

Built in your own QuickBooks

Try it before you pay

What our clientsactually say.

Transparent pricing. No surprises.

Starting fresh in QuickBooks?We’ll build the file right.

Ready for books that close themselves?

Request your free books diagnostic

Active clients haveaccess to a privatecustomer portal.

Bookkeeping by trade

Areas we serve

Guides

Behind on your books?
We catch contractors up.
One project. Clear end date.

A cleanup is a project,
not a subscription.

Get the books right first.
Then keep them that way.

Clean books aren’t a luxury.
They’re how you win.

Four cleanup tiers.
One price, set after we look.

Every cleanup starts here.
The Free Books Diagnostic.

Built to be trusted
with your numbers.

What our clients
actually say.

Starting fresh in QuickBooks?
We’ll build the file right.

Active clients have
access to a private
customer portal.