Your contractor client doesn't have a year-end problem. They have an upstream data problem.
I'm not a competitor. I don't file taxes, prepare compilations, or do the bookkeeping. I fix the operational software and accounting workflow before the data ever reaches you — so your team gets clean books and far fewer recurring exceptions.
You clean the same symptoms every single month.
When the field software is misconfigured, the books arrive late and messy — and it's never a one-time cleanup. The same exceptions reappear every close because nothing upstream changed.
"Generic revenue with no service-line detail. Duplicate customers. Payment deposits that don't tie to the bank. WIP assembled by hand. Job costs nobody trusts. Every month, the same five fires."
I work upstream of your work — never across it.
The line is deliberately bright. I own the operating software and the data handoff. You own the accounting relationship, the filings, and the advisory. No overlap, no client confusion.
What I own
- Field software configuration (ServiceTitan, Procore, Jobber)
- Item / pricebook / cost-code mapping to the GL
- Payment clearing and merchant-fee reconciliation
- Export cadence, reject queues, and sync discipline
- The WIP bridge from project data to the accounting schedule
- The recurring operating rhythm that keeps it clean
What stays yours
- Tax planning, preparation, and filing
- Year-end compilations, reviews, and audits
- The day-to-day bookkeeping relationship
- Financial statement preparation and sign-off
- Advisory and the trusted-advisor seat
- The client relationship — fully intact
Low-risk for you, low-friction for the client.
It starts with the $750 + HST Diagnostic Audit — a fixed fee the client pays directly. You stay informed; you don't carry any project risk.
You flag the file
A contractor client whose books are chronically late, messy, or exception-heavy at the source.
Diagnostic Audit
$750 + HST, fixed. I map the field-to-books workflow and quantify what's actually breaking.
Scoped build
If there's a real project, it's fixed-scope. If the fix is discipline, the audit says so.
Clean handoff
Your team starts receiving structured, tied-out data — and the monthly fires stop.
Cleaner books are the start, not the whole pitch.
Margin back on contractor files
Fixed-fee contractor work stops bleeding hours into exception cleanup. The accounts that felt unprofitable become profitable again.
A stickier client
Clients with clean systems and reliable numbers stay. You become the firm that solved the thing they'd quietly given up on.
Zero competitive risk
I have no tax, audit, or bookkeeping offering and never will. The referral protects your relationship instead of threatening it.
Have a contractor file in mind?
Send the situation in a sentence or two. If it's a fit, the client starts with the $750 + HST audit — and you stay in the loop the whole way.