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BOOKEEPING IN THE CLOUD
Your Own Dedicated Bookkeeper
Never hire or train again and always have a number you can dial for support! We’re here to help you during your business hours.
Financial intelligence through accurate reporting
Better understand your cashflow with reports that provide an overview of your business’s financial performance.
Fraud assistance
Multiple layers of oversight allow us to offer ongoing insight into your company’s financials helping you stay protected.
We value your privacy and would never spam you
BOOKKEEPING / ACCOUNTING SERVICES
We love working with QuickBooks which allows you to access your data anywhere, anytime.
Expense and Revenue Categorization / Job-Costing
Accounts payable and outsourced bill pay
Accounts receivable and outsourced billing
Bank and credit card reconciliation
Cash flow management and budgeting
Business fraud prevention and internal controls
Financial reporting
Provide you an industry-specialized bookkeeper
Help you get paid faster
Increase the accuracy & timeliness of your records
Manage your expenses & income to grow profitability
Ensure your invoices are properly recorded and tracked, giving you insight into your revenue
Recommend software and other technology that can help you better run your business
Generate reports that provide an overview of your business’s financial performance
Provide you with a bookkeeper who’s an expert in constructions businesses and will setup your industry-specific general ledger
Track your income and expenses so you understand your cashflow
Bookkeeping
$200/month & up
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Payroll
$125/month & up
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Business Registration
Starting at $200
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BOOKKEEPING SERVICES
- Expense and Revenue Categorization
- Bank and Credit Card Reconciliation
- Adjusting journal entries as needed
- Monthly Financial Reports (Balance Sheet, Profit & Loss, etc.)
- Expense and Revenue Categorization / Job-Costing
- Bank and Credit Card Reconciliation
- Accounts Payable & Receivables Reconciliation
- Adjusting journal entries as needed
- Monthly Financial Reports (Balance Sheet, Profit & Loss, AP/AR aging reports, etc.)
- Expense and Revenue Categorization / Job-Costing
- Bank and Credit Card Reconciliation
- Accounts Payable & Receivables Reconciliation
- Adjusting journal entries as needed
- Monthly Financial Reports (Balance Sheet, Profit & Loss, AP/AR aging reports, etc.)
- Weekly Payables Check Preparation (not including printing & mailing *add on available)
Weekly Invoice Preparation
Add Ons
- Collections*
- Payables Checks Printing & Mailing*
- Receivables Invoices Print & Delivery*
- 1099-MISC Preparation and Filing*
AR collection phone calls and letters for invoices older than 30 days
Printing and mailing your payables checks on your behalf
Printing and mailing your invoices to your clients
Prepare and file your 1099-MISC
*Cost dependent on volume
PAYROLL SERVICES
We handle all your payroll needs, freeing you to fully focus on your business instead!
We run and process your payroll for you, with minimal to no involvement on your part.
We handle your Federal and State payroll tax filings on your behalf.
After the onboarding & setup process is complete all we need from you is your employee's hours, expenses, and/or bonus info for each pay period.
First 5 Employees $125 /mo + $9 for each additional employee
BENEFITS / FEATURES
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1
Flexible Payment Schedules
You chose how often your team gets paid: weekly, bi-weekly, twice a month, or monthly.
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2
Automatic New Hire Reporting
We’ll report new hires to government agencies for you.
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3
Employee Online Accounts
Employees can fill out their personal details themselves, saving you time from manual data entry
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4
Digital Paystubs
A beautifully designed paystub is emailed directly to your employees. No more print-outs.
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Automatic Tax Filings and Payments
Starting with your first run of payroll with TrueBooks, we create and electronically file your taxes for you. No more paper forms.
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6
W-2s and 1099s
We’ll prepare, distribute, and file your W2s and 1099s for you
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Detailed Payroll Reports
We generate detailed PDF reports for payroll history, bank transactions, contractor payments, paid time off, tax payments, and more.
ADDITIONAL SERVICES
Business Startup Registrations (State & Federal) = $200 + registration fees
- We obtain a new Federal Employee Identification Number (FEIN) for your company from the IRS
- We complete and file your Articles of Organization
- & Complete any other necessary State Registrations (varies per state)
A note from the TrueBooks team
We've done our best to keep our pricing & packages simple & transparent. In most cases there is a one-time set-up fee of $150 for the In Business and Winning packages, however sometimes clients also require extensive clean-up & historical work as well.
Every business runs differently (e.g. who you bank with, how you collect revenue, etc.), and we'll need to speak about how you run your business before we can finalize pricing.
Don’t worry. We’re confident that we can do what’s right for your business & your wallet.
CLIENT
Describe your ideal customer… Who are they?
| General Contractors
Retail Contractors Residential Contractors Commercial Contractors Electrical Subcontractors Paint Subcontractors HVAC Subcontractors |
Drywall Subcontractors
Glass & Glazing Subcontractors Stucco Subcontractors Carpentry Subcontractors Roofing Subcontractors Flooring Subcontractors Insulation Subcontractors |
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1
- What do your ideal customers pay you to do/deliver for them?
Reconciled, accurate, and timely financial reports
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2
- How do your customers realize value from your product or service?
By being able to make financial decisions for their company based on financial data not estimates or guesses.
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3
- What is the (monetary) value of a customer? Over what time period?
Not Sure
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4
- Who are your customer’s customers?
People who get spaces/homes built and/or fixed/remodeled
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5
- Where do your new customers come from?
Referrals, interewebs, ads, etc.
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6
- Why do your customers choose you?
Convenience, Pricing, Availability, Timeliness…. ?
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7
- Who are your competitors? Why do your customers choose them?
CPAs, Accountants, other Bookkeepers - level of education/certification
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8
- How do your customers pay for your services? (contracts,terms,etc.)
Monthly fee, need 30 day notice prior to cancellation
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9
- How do you engage with customers after they have purchased something?
Consistent (weekly, biweekly, or monthly communication) email/phone calls.
Gain confidence through accurate and up-to-date financial information with TrueBooks bookkeeping services.
Whether you need an entire accounting financial department or just someone to oversee and support the work of your existing in-house financial staff, you’ll get the help you need.
We serve businesses that are looking for someone to oversee and support the work of their current in-house staff or those looking to outsource their entire accounting department responsibilities.
- General Contractors
- Retail Contractors
- Residential Contractors
- Commercial Contractors
- Electrical Subcontractors
- Paint Subcontractors
- Drywall Subcontractors
- Glass & Glazing Subcontractors
- Stucco Subcontractors
- Roofing Subcontractors
- Flooring Subcontractors
- Insulation Subcontractors
Read what progressive business owners are saying about TrueBooks
Wilson’s Construction, Bob Wilson, President
We’re able to save money and get a level of knowledge and expertise from TrueBooks that we wouldn’t be able to afford otherwise as a contractor.
Alpine Heating, Wesley Brown, Founder
TrueBooks and their team get my recommendation every single time someone is looking for a reliable bookkeeping services. They take away the headaches of this area and provide me with solid and consistent results.
Swiff Electric, Ruth Pronesths, AR Supervisor
TrueBooks helped us get back to a place where we can focus on making sure our business is growing and allowing us to focus our energy on our projects and not books. We trust their team!