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.