DIY Contractor Bookkeeping: Catch Up + Tax Ready

Behind on your books? This program helps you get caught up quickly - without overwhelm. 

For general construction, plumbing, electrical, HVAC, landscaping, and other skilled trades. 

• Built by a bookkeeper who works with contractors, and is married to one running his own business
• Get caught up and organized in QuickBooks by following a simple system
• Walk away with a completed cash basis, tax workbook (for you or your tax preparer) 

**Limited Time Founding Member Price: $250**

Don't miss it. This price won't be offered again. 

✅ Immediate access to the course library and all resources currently available
✅ Access to all future modules and resources as they're released

✨ Discounted for the first 10 founding members.
✨This is a self-paced course and new modules are added over time — so you can start making progress right away while the course continues to grow.

Here's What I See All the Time: 

• You’re a contractor running jobs and keeping customers happy — but behind the scenes, your QuickBooks file is a mess. Invoices are going out and payments are coming in, but transactions are sitting uncategorized, nothing’s reconciled, and tax time feels like it’s creeping closer every day.

• You’ve tried to tackle it, but it’s overwhelming. Maybe you’ve already spent hours clicking around QuickBooks, only to feel more stuck… or you got a quote for a cleanup that costs thousands. So the backlog just sits there, feeling heavier and heavier the longer you put it off.

• You need a fast way to get tax-ready — without paying thousands for a professional cleanup. You don’t have months to figure this out. You just want your books caught up, reconciled, and ready to hand off for taxes, without losing billable time in the process.

This Course IS for You if...

✅ You’re a contractor or skilled trades professional using QuickBooks Online
✅ Your business earns around $50K–$500K/year
✅ You’ve mainly used QBO for invoicing, but haven't done much else 
✅ You want a step-by-step system to get caught up and tax-ready
✅ You’re willing to do the work inside your QBO file (DIY)
✅ Best for cash-basis contractors (most contractors)

This course is for contractors across a variety of trades — including general construction to plumbing, electrical, HVAC, landscaping, and other similar skilled trades.

Course Modules 

Module 1 – Welcome & Prep
Get set up for success by planning your work sessions and gathering all your statements, receipts, and invoices. You’ll also learn how to set up QuickBooks for an efficient workflow.

Module 2 – Organize Your Documents
Create a system for tracking and storing your financial documents in QuickBooks. Learn how to manage your backlog efficiently so you can tackle bookkeeping without feeling overwhelmed.

Module 3 – Categorize Transactions
Step-by-step guidance for categorizing common contractor transactions, including subcontractor payments, meals, professional fees, and more. By the end of this module, your transactions will be clearly organized and easier to manage.

Module 4 – Reconcile Accounts
Follow a clear checklist and troubleshooting guidance to reconcile your bank and credit card accounts. You’ll get examples of what you can safely fix on your own, plus guidance on when accounts are too messy and it’s best to pause and get help.

Module 5 – Build Your Tax Workbook
Pull everything together into a structured, downloadable workbook that organizes your QuickBooks data and makes your file tax-ready. Even if you can’t finish all the reconciliations on your own, you’ll be prepared to confidently finish the process efficiently with a professional.

Module 6 – Optional Tips & Next Steps
Learn strategies to maintain your books efficiently, plan your ongoing bookkeeping workflow, and avoid future backlogs.

Your Bookkeeping Ally 

 👋 Hi, I’m Arianne!

I graduated from the University of Washington with a Bachelor’s Degree in Business Administration, focusing on Accounting. After college, I worked in accounting roles for several businesses before starting my own bookkeeping firm. Over the years, I kept seeing the same issues come up again and again with my clients — most of whom were contractors. At the same time, being married to a contractor running his own business, I saw those same struggles happening at home too.

 In my bookkeeping work, I’ve seen all the real-life transactions contractors face daily: subcontractor payments, fuel, materials, equipment, and more. There are always questions about how to categorize these transactions accurately. And on top of that, time is the biggest challenge. Managing jobs and running a business is already overwhelming — sitting down with QuickBooks usually ends up at the bottom of the list. I’ve solved this problem for many clients through done-for-you bookkeeping services. But I also realized something important: not every business owner is ready to hand everything over to a bookkeeper just yet.

 That’s why I created this course. It’s designed to bridge the gap — giving you the tools and step-by-step guidance to catch up quickly, stay organized, and hand clean, tax-ready books to your tax preparer. No overwhelm. No last-minute cleanup costs.