What We Do
Every service built for how trades businesses actually work.
We don't offer generic accounting. Every process is calibrated for field service businesses — because that's all we do.
01 · Bookkeeping
Clean books. Every month. On time.
Every client gets a complete set of reconciled financial statements — P&L, balance sheet, and cash flow — delivered by the 10th of every month. Not estimates. Real numbers.
- Full transaction categorization and reconciliation
- Profit & loss statement
- Balance sheet
- Cash flow statement
- Monthly summary email explaining what the numbers mean
- Year-end books package for your tax professional
02 · Job Costing
Do you know which jobs actually make you money?
A $40,000 HVAC install that cost $38,000 in labor, materials, and subcontractors isn't a win — it's a near-miss. Job costing tells you exactly where your margin lives and where it leaks.
- Per-job revenue and cost tracking
- Labor cost allocation
- Materials and subcontractor tracking
- Overhead allocation
- Monthly job profitability report
- Low-margin job type identification
03 · Payroll
Payroll for trades businesses — done right.
Multiple pay rates. Subcontractor vs employee classification. Workers comp codes that vary by work type. Multi-state compliance. We handle all of it.
- Weekly, bi-weekly, or semi-monthly runs
- Multi-state payroll compliance
- Workers comp classification management
- Subcontractor 1099 prep and filing
- Payroll tax deposits and filings
- Employee onboarding documentation
04 · Tax Strategy
Tax strategy — not just tax filing.
Most accountants look backward: here's what you owe. We look forward: here's how to structure this year so next year costs less. Quarterly planning, S-corp analysis, year-end moves.
- Quarterly tax estimate calculations
- Annual business tax return
- Section 179 and bonus depreciation planning
- S-corp election analysis and filing
- Year-end tax planning meeting
- IRS notice response support
05 · Cash Flow
Slow season shouldn't be a crisis every year.
HVAC slows in spring. Landscaping dies in winter. If your business has seasons, your finances need to plan for them. Our 13-week rolling forecast shows exactly what's coming.
- 13-week rolling cash flow forecast
- Monthly budget vs actual
- Slow-season reserve planning
- AR aging report
- Quarterly reforecast updates
06 · Advisory Calls
We don't just send reports. We explain them.
Every month, your account manager reviews your numbers and calls you. Not to read transactions — to tell you what matters, what changed, and what to do about it.
Your trade runs on precision.
So should your finances.
Book a free 30-minute discovery call. No pitch. No pressure. Just an honest conversation about whether we're the right fit for your business.
Book a Free Discovery Call Or email us at info@fieldworkfinancial.com