Bookkeeping & Strategic Finance for Remodelers, Contractors & Service Businesses
We don’t just record the numbers — we help you understand them, plan with them, and use them to grow.
Why Your Business Needs Someone Who Understands Your Industry
Many bookkeeping firms treat all clients the same. We specialize in service-based businesses (remodelers, contractors, designers), so we speak your language - Projects Managers, Trade Partners, Job Costing, Change Orders, Margins vs Markup, etc. That means less “fixing your chart of accounts” and more insights you can act on.
Level 1: Foundation
What You Get:
Categorizing transactions
Bank reconciliations
Monthly close
Monthly financial reports
Annual tax package prep
What You Gain:
Reliable numbers every month
Less stress during tax season
Confidence your books are “in shape”
Level 2: Growth & Clarity
What You Get (includes Level 1, plus):
Business consulting
Interpreting financial statements
Best practices & policies (especially for remodel / contractor businesses)
Financial education (walk-throughs, coaching)
What You Gain:
A deeper understanding of your margins and cash flow
Structured financial habits to scale
More clarity in decision making
Level 3: Strategic CFO / Leadership
What You Get (includes Level 2, plus):
CFO Advisory support
Advanced financial modeling & trend analysis
Guidance on growth, capital projects, expansion
Business development insights (budgeting, profitability, forecasts)
What You Gain:
High-level insight into where the business is going
A trusted partner in growth decisions
Proactive financial strategy, not reactive bookkeeping
Clean-Up & Catch-Up Bookkeeping Services
If your books are behind, messy, or out of order, we specialize in bringing them current and accurate so you can move forward with confidence. Our clean-up process includes reviewing past transactions, reconciling accounts, correcting errors, and setting up a proper chart of accounts — especially for service-based businesses like remodelers, contractors, and trades. Whether you’re months or even years behind, we can create a clean financial baseline so tax filings are accurate and you have reliable numbers to make decisions. Getting caught up now saves you headaches later and helps you stay compliant, reduce stress at tax time, and focus on growing your business.
What’s Included in Our Clean-Up & Catch-Up Services:
Full review of past transactions and account history
Bank, credit card, and loan account reconciliations
Chart of accounts clean-up and contractor-friendly organization
Correction of duplicate or miscategorized transactions
Bringing books current to prepare for tax filings
Creation of a reliable financial baseline for future reporting
Recommendations to prevent future bookkeeping backlogs
Why Choose Us
At Plumb Financial, we know you have choices when it comes to bookkeeping. What makes us different isn’t just the numbers we manage, it’s the partnership/relationship we build with you.
Our Differentiators:
Industry Expertise You Can Trust
We specialize in service-based businesses like remodelers, contractors, and designers. Because we’ve been in your shoes, we understand job costing, project cash flow, and the unique financial challenges of running a construction business.
Flat-Rate Monthly Pricing
No surprise invoices. No hourly charges. With a predictable monthly fee, you can budget with confidence and know we’re working with you, not against your clock.
Clarity & Confidence
Our goal is simple: give you peace of mind about your finances. We deliver clean books, timely reports, and proactive insights so you can make informed business decisions.
Partnership Approach
We’re not just reconciling transactions - we’re building a relationship. Our clients rely on us as a trusted advisor, not just a bookkeeper. When you have a question, you’ll get straight answers and real-world perspective.
Scalable Support
Whether you’re a solo operator just starting to grow or a contractor managing multiple employees, trucks, and equipment, we tailor our services to fit your stage of business.
Integrity & Ethics
We believe in doing business the right way transparent, honest, and focused on your long-term success. You’ll never feel nickel-and-dimed, only supported.