Financial Clarity for Contractors
Bookkeeping is the foundation—but it’s not the end goal.
You don’t just need organized records.
You need to understand what your business is actually doing.
Which jobs are making money
Where your cash is going
What needs to change
That’s what this service is built for.
What You Get
Job Profitability Tracking
Most contractors don’t have a clear way to see profit by job.
You will.
Understand which jobs are truly profitable
Identify where costs are higher than expected
Make better decisions when bidding future work
Cash Flow Clarity
Instead of reacting to your bank balance, you’ll have a clearer forward view.
Know what’s coming in and going out
See potential issues before they happen
Make decisions with more confidence
Monthly Financial Summary
Each month, you’ll get a clear breakdown of:
What happened
What matters
What to pay attention to
No accounting jargon. No unnecessary reports.
Core Bookkeeping Services
This is the foundation everything else is built on.
Monthly Bookkeeping
Ongoing bookkeeping to keep your financial records accurate and current, including transaction review, categorization, and consistency checks.
Bank & Credit Card Reconciliation
Monthly reconciliation to ensure completeness and accuracy, helping prevent errors and missed transactions.
Financial Reporting
Clear, consistent reports that reflect your financial position and support better decision-making.
Additional Support
CPA Collaboration & Year-End Support
Well-organized books designed for a smooth hand-off to your CPA or tax professional.
What This Is (And Isn’t)
This is for you if:
You want to understand your numbers
You’re tired of guessing
You want to improve profitability over time
This is not:
Basic data entry with no insight
Overly complex financial modeling
Generic bookkeeping with no context
How Pricing Works
Services are provided on a monthly, flat-fee basis based on the size and complexity of your business, as well as the level of insight and support you need.
Most clients fall into one of three levels:
Essential
For businesses that need clean, reliable books.
Monthly bookkeeping
Account reconciliation
Standard financial reports
Typical range: $500 – $800/month
Clarity (most common)
For contractors who want to understand their numbers and improve profitability.
Everything in Essential
Job profitability tracking
Cash flow outlook
Monthly financial summary (plain English)
60 minute monthly review call
Typical range: $900 – $1,500/month
Advisory
For businesses that want deeper insight and ongoing financial guidance.
Everything in Clarity
More detailed analysis and trend tracking
Scenario planning (e.g., hiring, pricing changes)
Additional access for questions and decision support
Typical range: $1,500+/month
Pricing is finalized after a short call to understand your business and ensure the service fits what you actually need.
The goal is not just to keep your books accurate, but to give you clear, usable financial insight that helps you run your business more effectively.
What I Don’t Do
Stein Bookkeeping focuses on bookkeeping and financial clarity.
I do not provide tax preparation, tax advice, or CPA services. This allows me to stay focused on maintaining accurate books and helping you understand them.
Stop Guessing at Your Numbers
If your books are “done” but you still don’t feel clear on your numbers, that’s the problem this solves.