The pattern. Project-based businesses — construction, architecture rehabs, consulting, field services, agencies, and more — lose visibility the moment a bill arrives in QuickBooks without job context. Bookkeepers spend weeks each month reconciling. Owners only learn a project lost money long after it closed.
What we built. A custom operations platform that sits on top of QuickBooks Online and forces every cost, bill, purchase order, and payment to be tagged to a specific job the moment it enters the system. Estimates from the bidding stage, field costs from the job site, and accounting records all live in one source of truth. The CPA opens the same QuickBooks file they always have — except now every transaction already has job context baked in.
Why it matters. Project managers see margin slipping mid-project and can correct course. Month-end reconciliation work disappears. The example we ship is a $5M construction company that saves roughly $30,000/year in bookkeeping and CPA fees — but the pattern works anywhere work is organized as discrete projects.
What we’d do for you
Audit your current job-cost workflow in a 30-minute call, map your custom job-coding scheme onto QuickBooks classes/customers/jobs, ship a working prototype in your first month and a production rollout in roughly three.
QuickBooks-tiedJob-codedLive marginSMBField → finance
Outcome: roughly $30K/year in bookkeeping & CPA fees back, and thin-margin jobs caught mid-build instead of after they close.
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