Operations
Your best department.
Bookkeeping, project budgets, payments and software support for AEC firms and other small to medium-sized firms, so finished work turns into money and your systems stay out of the way.
It's 5:00 PM on a Friday.
Are you heading to the lake, or are you stuck at your desk categorizing expenses from last month?
Successful firm owners don't have fewer problems. They just have better support. The cost of doing your own books isn't only financial. It's the time you miss doing what you love.
BKS
Bookkeeping setup
Books and job costing set up for how firms bill and track work. If you've fallen behind, we'll get you caught up without judgment.
- Setup in QuickBooks Online, Xero or Zoho Books
- Cleanup, whether you're 6 months or 2 years behind
- Receipt handling and payroll setup
- Training for you or your staff
BDG
Time budgets and estimates
Know whether a job is on track while you can still do something about it. We help you build project estimates and time budgets, then track your hours against them.
PAY
Collecting payments
Have trouble sending out timely invoices and keeping track of payments? We keep receivables up to date and, when needed, contact your clients to check on the status of an invoice.
ITS
IT and software support
Technology is wonderful when it works. We help teams set up, maintain and troubleshoot the software and systems they depend on.
Bookkeeping clients
The continuity of an in-house partner, without the overhead of a full-time employee.
"Thanks to you, we were able to recoup several thousand dollars that our previous accounting and finance employee had not billed out to clients. You helped me through it with your excellence, strategy, and focus."
IT services company
"Erica is very meticulous. I appreciate her thoroughness in detailed work while not shying away from understanding 'the why' to see the big picture."
Insurance auditing company
Your bookkeeper
Erica Smith, BIM & Accounting Specialist, with over 20 years of accounting and business management experience in AEC.
Common questions
Can you keep doing our books every month?
Yes. We offer flat-rate monthly packages with reconciliation, financial reporting and payroll recording, starting at $550 a month.
How do you charge for cleanup work?
Cleanup work is billed at $85 an hour.
Do you prepare taxes?
No. We get your books tax-ready and work with your CPA or tax preparer.
Can we meet in person?
Most of this work is remote. If your firm is in the Truckee and North Lake Tahoe area, we can also meet at your office.
Take your weekends back.
You handle the projects. We'll handle the office work that keeps them paid for.