Contractors - Get Your Books Tax Ready Fast! 

Are you a contractor juggling jobs, but falling behind on your bookkeeping? Whether you’re in general construction, plumbing, electrical, HVAC, landscaping, or other skilled trades, messy books can lead to stress, costly cleanup fees, and tax-season frustration. 

This course shows you how to get caught up fast. In just a few hours, you'll categorize and reconcile your QuickBooks file and walk away with a tax-ready workbook. If you get stuck, you'll know the next steps to confidently finish the process efficiently with a professional.

Launching Soon: Sign up now for updates, early access, and exclusive founder’s pricing that won’t be offered again. Get tax-ready today and leave the backlog behind.

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Sign up today and you’ll get access to all the free worksheets, guides, and tools we’re sharing — plus something even better: early bird/founders pricing that will never be this low again.

By joining the waitlist, you’ll be the first to know when the course opens, get updates and tips to start organizing your books now, and lock in your spot at the best possible price. Think of it as getting a head start on your bookkeeping, stress-free and tax-ready — before anyone else.

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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.

 

Imagine this Instead: 

  • Your books are finally current, every transaction is matched up, and you know your numbers are accurate — no more second-guessing or wondering if something got missed.

  • Tax season doesn’t send you into panic mode because you already have a neat, tax-ready workbook you can hand directly to your CPA.

  • And you got it all done yourself — without burning hours you don’t have or paying thousands for a last-minute cleanup.

This Course is for You if...

  • You are a contractor using QuickBooks Online.

  • Your business earns between $50K and $500K in annual revenue. 

  • You have been using QBO primarily to invoice customers, but haven’t done much else.

  • You want to save money on cleanup fees and get your books organized and tax-ready.

    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 0 – 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 1 – 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 2 – 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 3 – 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 4 – 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.

Bonus – 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 CPA. No overwhelm. No last-minute cleanup costs.

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