Monthly bookkeeping · Contractors & trades
Books closed every month, so you always know where you stand.
Categorized, reconciled and reported in QuickBooks, with a short recorded walkthrough of your numbers each month.
In plain English: what moved this month, which job carried it, and what to watch next.
The Level Close · our monthly process
Four steps, the same every month
Week 1 · Gather & categorize
Bank feeds, receipts and supplier bills coded to the right job.
Week 2 · Reconcile
Every bank and card account tied out to its statement.
Week 3 · Report
P&L, balance sheet and job reports with a plain-English summary.
Week 4 · Review
A recorded walkthrough, or a live call evenings or early mornings.
What you get
Every month, without chasing it
Monthly P&L by job
See which jobs carried the month and which ones dragged.
Reconciled accounts
Every bank and card account, every month.
A walkthrough you can watch
A short video of your numbers, on your schedule.
Questions
Monthly bookkeeping FAQ
What do I need to send each month?
Usually nothing beyond what's already connected. Bank and card feeds come in automatically. We'll ask about anything we can't match, like a receipt or a mystery transfer.
Do I have to get on a call every month?
No. Each month comes with a short recorded walkthrough you can watch whenever it suits you. Live calls are available evenings and early mornings.
Which version of QuickBooks do you use?
QuickBooks Online. If you're on Desktop or spreadsheets now, we can talk through moving over on the first call.
Is job costing included?
Job costing is part of the Job Profit and Back Office plans. Clean Books covers the monthly close without it.