QuickBooks Online Certified · Trades Specialist · Nationwide

Know What
Every Job
Made.

Bookkeeping, job costing, and financial reporting built for roofing, HVAC, plumbing, and electrical contractors — and the growing businesses that want to know their real numbers.

Book a Discovery Call

Specialized in skilled trades. Also serving service businesses and professional services nationwide.

Monthly Financial Summary

Current ✓

Total Revenue$48,200

Operating Expenses($29,840)

Net Income$18,360

Accounts Receivable$12,400

Accounts Reconciled4 of 4 ✓

Books are current through last month

QuickBooks Online Certified

Trades & Contractor Specialist

Job Costing & Project Tracking

Reports Delivered by the 10th

Email-First · Scheduled Calls Only

Remote · Nationwide

The Problem

Your books should not be the thing holding your business back.

If your books are behind, messy, inaccurate, or only touched at tax time, it becomes hard to make confident decisions. Thomas Ledger Group helps business owners get organized, stay current, and understand their numbers.

⚠You do not know if your books are accurate
⚠You are behind on reconciliations
⚠Tax season feels stressful and disorganized
⚠Reports are unclear or missing entirely
⚠You are managing bookkeeping yourself
⚠You want reliable monthly financials

What We Do

Bookkeeping services built around where your business is now.

Whether you are starting fresh, need to catch up, or want ongoing monthly support — we have a service for your situation.

📋

QuickBooks Setup

For businesses starting fresh or needing QuickBooks Online built the right way from the beginning. Chart of accounts, bank feeds, and reporting structure set up correctly.

🔧

Cleanup & Catch-Up

For businesses with messy, behind, or unreliable books. We correct, reconcile, and bring your books current so you have a clean foundation going forward.

📊

Monthly Bookkeeping

Ongoing reconciliations, monthly financial statements, and organized reporting so your books stay current and you always know where you stand.

🏗️

Trades Support

Job costing, subcontractor tracking, and 1099 support for contractors and trades businesses. Specialized workflows for project-based operations.

Pricing

Every business is different. Your bookkeeping should be scoped correctly.

We do not use one-size-fits-all pricing because every business has different needs — transaction volume, cleanup requirements, reporting expectations, and operational complexity all play a role.

After a discovery call and review of your bookkeeping situation, we provide a clear scope and pricing recommendation.

Book a Discovery Call

Factors that affect scope

Bank & credit card accounts
Transaction volume
Months behind
Cleanup complexity
Reporting needs
Payroll activity
Subcontractor work
Job costing requirements

Setup, cleanup, and monthly bookkeeping are each custom-scoped. Trades support, 1099 tracking, and 1099 filing may require additional scope discussion.

How We Work

Clear communication. Protected focus time.

Our primary communication method is email so everything stays organized and documented. At the beginning of an engagement, scheduled calls may be needed for onboarding, discovery, or more complex conversations.

We do not operate on unscheduled calls or "call anytime" expectations. This helps us deliver accurate, focused bookkeeping work while keeping communication clear and professional.

Getting Started

How it works

A straightforward process from first conversation to clean books.

1

Discovery Call

We learn about your business, current bookkeeping situation, and goals.

2

Books Review

We review your QuickBooks file, cleanup needs, and reporting requirements.

3

Scope & Proposal

We provide a clear proposal based on what your business actually needs.

4

Begin Service

Setup, cleanup, or ongoing monthly bookkeeping — based on your situation.

Specialty

Built for contractors. Backed by real trades experience.

While Thomas Ledger Group serves growing businesses across all industries, we have deep experience with trades and contractor-based operations — job costing, subcontractor tracking, 1099 support, and project-based reporting.

RoofingHVACPlumbingElectricalGeneral ContractorsService Trades

FAQ

Common questions

Do you show prices on the website?

No. Every engagement is custom-scoped after a discovery call so we can recommend the right level of support for your specific situation.

Do you work with all types of businesses?

Our primary specialty is skilled trades — roofing, HVAC, plumbing, and electrical contractors. We also serve service businesses and professional services. Trades bookkeeping with job costing is our deepest area of expertise.

How do you communicate with clients?

Primary communication is through email. Calls are scheduled for onboarding, discovery, reviews, and complex conversations — never unscheduled.

Do you clean up old or messy books?

Yes. Cleanup and catch-up projects are a core service. We correct, reconcile, and bring books current before moving into ongoing monthly work.

Do you offer tax preparation?

No. We focus on bookkeeping and financial organization. We prepare clean, organized books for your CPA or tax preparer.

Do you work remotely nationwide?

Yes. All services are fully remote. We serve clients across the country through email and scheduled calls — no geography required.

Ready to get your books organized?

Book a discovery call and let's talk through where your books are now, what needs to be cleaned up, and what ongoing support makes sense.

Book a Discovery Call

Services

Bookkeeping Services for Growing Businesses

Whether you are starting from scratch, cleaning up past mistakes, or ready for ongoing monthly bookkeeping, Thomas Ledger Group helps you build a stronger financial foundation.

📋

QuickBooks Setup

For businesses starting fresh or building the right foundation

If you are starting a new business or have been operating without a proper bookkeeping system, getting QuickBooks Online set up correctly from the start saves time, money, and headaches later. This is a project-based service scoped to your business complexity.

New QBO file setup and configuration
Chart of accounts built for your business type
Bank feed connections and account linking
Initial organization and workflow structure
Reporting structure setup
Workflow and process documentation

Custom-scoped after discovery call and books review Book a Discovery Call

🔧

Cleanup & Catch-Up

For businesses with messy or behind books

If your books are behind, categorized incorrectly, or have never been properly reconciled, a cleanup project brings everything current and corrects the foundation before moving into ongoing monthly bookkeeping.

Historical transaction review
Bank and credit card reconciliations
Categorization corrections
Duplicate and error cleanup
Prior month and prior year catch-up
Preparation for ongoing monthly bookkeeping

Custom-scoped based on months behind and complexity

📊

Monthly Bookkeeping

Ongoing reconciliations and monthly financial reports

Monthly bookkeeping keeps your books current, reconciled, and organized so you always have accurate numbers. Each month you receive clean financial statements and organized reporting — without having to manage it yourself.

Monthly reconciliations for all accounts
Transaction categorization
Monthly financial statements
Organized financial reporting
Email-based client communication
Scheduled review calls when needed

Custom-scoped based on business size and complexity

🏗️

Trades Add-Ons

Specialized support for contractors and trades businesses

Roofing, HVAC, plumbing, and electrical contractors have bookkeeping complexity that standard firms miss. Job costing, subcontractor tracking, and 1099 support are core parts of how we serve trades clients — not add-ons bolted on as an afterthought.

Job costing setup and tracking
Subcontractor tracking
1099 tracking and filing
Project-based reporting
Materials and labor tracking
Additional custom reporting

Discussed and scoped based on your trades operation

Not sure which service you need?

Book a discovery call. We will review your current bookkeeping situation and recommend exactly what makes sense for your business.

Book a Discovery Call

Cleanup & Catch-Up

Get Your Books Corrected and Current

If your books are behind, messy, or unreliable, a cleanup project gives you a clean foundation — and a clear path to ongoing monthly bookkeeping.

What is bookkeeping cleanup and catch-up?

Cleanup and catch-up bookkeeping is the process of reviewing, correcting, reconciling, and organizing your books — often covering months or years of transactions that were never properly handled.

This is a project-based service. Once your books are clean and current, it becomes much easier to maintain accurate monthly bookkeeping going forward — and to provide useful financial reporting to you, your CPA, or your lender.

If your books have never been reconciled or were handled inconsistently, a cleanup project is typically necessary before starting monthly bookkeeping. Starting monthly work on a broken foundation compounds the problem — cleanup first ensures your numbers mean something.

What cleanup and catch-up includes

Historical transaction review and categorization
Bank and credit card reconciliations for all accounts
Identification and correction of miscategorized transactions
Removal of duplicate entries and errors
Prior month and prior year catch-up work
Chart of accounts review and correction if needed
Reconciliation of any discrepancies
Preparation for ongoing monthly bookkeeping

How the cleanup process works

1

Discovery Call

We talk through your situation — how far behind you are, what software you use, what the books look like, and what you need going forward.

2

Books Review

We review your QuickBooks file, transaction history, account reconciliations, and any prior categorization work to understand the scope of cleanup needed.

3

Scope & Proposal

We provide a clear written scope of work and pricing based on the actual complexity — months behind, number of accounts, transaction volume, and cleanup difficulty.

4

Cleanup Work

We work through the cleanup systematically — reconciling accounts, correcting categorizations, and bringing your books fully current.

5

Clean Handoff

When cleanup is complete, your books are current and organized. At that point, we can move into ongoing monthly bookkeeping or hand off clean books to your CPA.

How cleanup is scoped and priced

Cleanup projects are custom-scoped because every situation is different. The complexity of a cleanup depends on several factors:

How many months or years of transactions need to be reviewed
Number of bank accounts, credit cards, and payment platforms
Transaction volume across all accounts
Whether a chart of accounts needs to be rebuilt or corrected
Whether prior reconciliations exist or need to be done from scratch
Whether trades-specific workflows like job costing are involved

Pricing is provided in writing after the discovery call and books review. We do not list prices on the website because a proper scope requires reviewing your actual situation first.

Let's review your books and build a cleanup plan.

Book a discovery call. We will look at where your books are now and tell you exactly what it takes to get them clean and current.

Book a Discovery Call

Monthly Bookkeeping

Stay Current. Know Your Numbers.

Ongoing monthly bookkeeping with reconciliations, financial statements, and organized reporting — so your books are always current and you can make confident decisions.

What monthly bookkeeping includes

Every month, we reconcile your accounts, categorize transactions, and deliver organized financial statements. You receive clean, current books without having to manage it yourself.

Monthly Reconciliations

All bank accounts and credit cards reconciled each month so your books match your actual balances.

Transaction Categorization

Every transaction reviewed and categorized correctly for accurate reporting and clean books.

Financial Statements

Profit & Loss and Balance Sheet delivered each month so you know exactly where your business stands.

Organized Reporting

Clean, organized reports your CPA can work with at tax time — no scrambling or catch-up needed.

Email-based client communication — organized and documented
Scheduled calls for reviews or complex conversations when needed
QuickBooks Online maintained and up to date
Clean books ready for your CPA at year end

What monthly bookkeeping is not

Being clear about scope sets the right expectations from the start.

Service	Included
Monthly bank and credit card reconciliations	✓ Yes
Transaction categorization	✓ Yes
Monthly Profit & Loss and Balance Sheet	✓ Yes
Email-based communication	✓ Yes
QuickBooks Online maintenance	✓ Yes
Tax preparation or tax filing	✗ Not included
Payroll processing	✗ Not included
Job costing / subcontractor tracking	+ Add-on (trades)
1099 tracking and filing	+ Add-on

How monthly bookkeeping is scoped

Monthly bookkeeping is custom-priced because businesses vary significantly in size, transaction volume, number of accounts, and reporting complexity. We do not use flat-rate pricing that ignores these differences.

After a discovery call and review of your QuickBooks file, we provide a clear monthly scope and pricing recommendation in writing.

If your books are currently behind or have never been reconciled, a cleanup project is typically completed first. Monthly bookkeeping on a clean foundation delivers accurate, reliable results. Monthly bookkeeping on a broken foundation does not.

Communication and availability

Our engagement model is built around email-first communication. This keeps everything documented, organized, and easy to reference. At the start of an engagement, scheduled calls may be needed for onboarding or discovery. Ongoing calls are available by appointment when needed — not on an unscheduled "call anytime" basis.

This structure protects focus time so we can deliver accurate, quality bookkeeping work — not just fast replies.

Stop managing your own books.

Book a discovery call. We will talk through your current situation and show you what organized, current monthly bookkeeping looks like for your business.

Book a Discovery Call

Why trades bookkeeping is different

Roofing, HVAC, plumbing, and electrical businesses run on jobs — not just monthly revenue. Standard bookkeeping tells you what came in and what went out. Trades bookkeeping tells you which jobs made money and which ones cost you. That is a completely different level of visibility.

When books are not set up for trades, the P&L is useless. You see total revenue but have no idea if your best crew is profitable or if one job type is quietly killing your margins. We set it up so the numbers actually mean something.

We manage financials for a family roofing operation and have built our entire firm around trades bookkeeping. We do not need a learning curve — we understand how your business actually works.

Trades bookkeeping support

📐

Job Costing

Track income and expenses by job so you know which projects are actually profitable.

👷

Subcontractor Tracking

Organized tracking of all subcontractor payments throughout the year — no scrambling in January.

📄

1099 Support

1099 tracking and filing for subcontractors and independent contractors. Available as an add-on service.

📊

Project Reporting

Project-based financial reporting so you can see performance by job, crew, or service type.

Materials and labor cost tracking
Cleanup of messy contractor books
QuickBooks Online setup for trades workflows
Monthly reconciliations and financial statements

Cleanup for trades businesses

Many trades businesses come to us with books that were never set up correctly for job costing, or with subcontractor payments that were not tracked through the year.

If you are behind on 1099s, have subcontractor payments scattered across different categories, or cannot see job-level profitability in your books — a cleanup project is the right starting point. We correct the foundation before moving into ongoing monthly work.

How trades bookkeeping is scoped

No two trades operations are the same. A two-person plumbing company has very different needs than a roofing contractor with twenty active jobs, twelve subs, and material invoices across multiple vendors. We scope every engagement based on your actual operation.

After a discovery call and books review, we provide a clear written scope — what is included, what it costs, and what you can expect every month. No surprises.

Standard monthly bookkeeping is scoped separately from trades add-ons
Job costing setup may require an initial project fee
1099 tracking and filing are scoped and priced separately
All scopes are provided in writing after the discovery call

Clean books built for the way your trades business works.

Book a discovery call and let's talk through your operation — what you track, where the gaps are, and what bookkeeping should look like for a business like yours.

Book a Discovery Call

CPA & EA Partners

A Bookkeeping Partner Your Clients Can Trust

Thomas Ledger Group works alongside CPAs and Enrolled Agents to provide clean, organized, current bookkeeping — so your clients arrive at tax time prepared, not scrambling.

Why Partner With Us

We make your job easier — not more complicated.

When your clients have clean, reconciled, organized books — your tax season runs more smoothly, your clients are less stressed, and your time is spent on higher-value work.

📂

Clean Books at Year End

Your clients arrive with organized, reconciled books and monthly financial statements already in place. No scrambling, no shoe boxes, no catch-up.

🚫

No Overlap With Tax Work

We handle bookkeeping and financial organization only. We do not prepare or file taxes. You stay in your lane, we stay in ours.

📬

Professional Communication

Email-first, organized, and documented. We communicate professionally with both clients and their advisors — no loose threads.

🏗️

Trades Expertise Available

If you have contractor or trades clients who need job costing, subcontractor tracking, or 1099 support — we have experience with those workflows.

🌐

Remote & Nationwide

We work remotely with clients anywhere in the country. If you have clients outside your immediate area who need bookkeeping, we can serve them.

📋

QuickBooks Online Certified

All client work is done in QuickBooks Online. You and your team already know the platform — access is straightforward if you need to review client files.

Our Commitment

What you can expect from every client we work with.

When you refer a client to Thomas Ledger Group, you are putting your name behind the recommendation. We take that seriously. Here is what we commit to on every engagement.

Monthly reconciliations

Every account reconciled each month — no skipped months, no backlogs building up.

Monthly financial statements

Profit & Loss and Balance Sheet delivered monthly. Clients know their numbers before they talk to you.

Organized year-end books

Clients arrive at tax season with organized, current, and reconciled books — ready to hand off.

Email-based communication

Everything documented and organized. No unscheduled calls, no missed messages, no confusion.

No tax advice or guidance

We do not provide tax guidance, recommendations, or advice. That is your domain and we respect it.

Clean QuickBooks file

If you need to access a client's QBO file, it will be organized and readable — not a mess.

Client Types

The businesses we work with best.

Thomas Ledger Group is best suited for clients who are growing, serious about their finances, and ready for organized monthly bookkeeping.

Small businesses generating consistent revenue
Service-based businesses and professional services
Contractors and trades businesses
Businesses that want monthly financial statements
Businesses transitioning from DIY bookkeeping
Clients with messy books who need cleanup first
Business owners who want organized books for better decisions

What We Do Not Do

Where our scope ends.

Being clear about what we do not do protects your client relationship and ours.

We do not prepare or file tax returns
We do not provide tax planning or advice
We do not process payroll
We do not provide CFO or advisory services
We do not replace your role as the client's trusted advisor

We handle bookkeeping and financial organization. You handle tax. Clean division — no stepping on each other's work.

Partner FAQ

Questions from CPAs and EAs

Can I have access to my client's QuickBooks file?

Yes. If your client wants to give you Accountant Access in QuickBooks Online, that is easy to arrange. We work with Accountant Access regularly and it creates no disruption to the bookkeeping work.

How do you handle communication with clients?

Our primary communication method is email, which keeps everything documented. Calls are scheduled — never unscheduled. This means fewer loose threads and clearer records of decisions made.

Do you ever provide tax guidance or advice to clients?

No. We handle bookkeeping and financial organization only. If a tax question comes up from a client, we direct them to their CPA or EA. We do not provide tax advice under any circumstances.

What if a client's books need cleanup before moving to monthly?

We handle cleanup projects as well. If a referred client has messy or behind books, we scope and complete the cleanup first — then move into ongoing monthly bookkeeping once the foundation is clean.

Do you work with trades or contractor clients?

Yes. We have experience with trades and contractor-specific bookkeeping — job costing, subcontractor tracking, and 1099 support. If you have contractor clients who need specialized bookkeeping support, we are equipped for that.

How do I make a referral?

The easiest way is to reach out by email and introduce the client, or have the client book a discovery call directly. We are happy to connect with you first if you want to discuss a specific client situation before making the introduction.

Let's talk about working together.

If you have clients who need clean, organized bookkeeping — or if you want to learn more about how we work before making a referral — reach out and let's connect.

Get in Touch

About

Built on Trades. Backed by Experience.

Thomas Ledger Group was built around one core belief — that trades contractors deserve bookkeeping that actually reflects how their business works.

Who We Are

A trades-first bookkeeping firm built for contractors.

Thomas Ledger Group is a remote bookkeeping firm specializing in skilled trades contractors — roofing, HVAC, plumbing, and electrical. We provide QuickBooks setup, cleanup, job costing, and ongoing monthly bookkeeping built around how trades businesses actually operate.

Our background is in trades. We actively manage financials for a family roofing operation — so we understand job costing, subcontractor payments, material costs, insurance proceeds, and the financial complexity that comes with running a contractor business. We also serve service businesses and professional services who want organized, accurate books on a reliable schedule.

Our firm runs on a clear model: trades-specialized bookkeeping, email-first communication, scheduled calls only, and scoped pricing based on your actual operation. No surprises. No chasing clients for documents — everything runs through a client portal. No flat-rate pricing that ignores complexity.

We believe bookkeeping should reduce stress, not create more of it. When your books are clean and current, you can make better decisions, work more confidently with your CPA, and spend less time wondering if the numbers are right.

Quinton Thomas

Founder, Thomas Ledger Group

QuickBooks Online Certified

How We Work

Operating principles that guide every engagement.

1

Scope everything clearly before starting

Every engagement begins with a discovery call and books review. We do not start work without a clear, written scope that both sides understand.

2

Email-first communication

Primary communication is through email so everything is documented. Scheduled calls when needed — never unscheduled.

3

Clean foundation before monthly work

If books are behind or messy, cleanup happens first. Monthly bookkeeping on a broken foundation does not work — cleanup does.

4

No tax advice — ever

We handle bookkeeping and financial organization only. Tax questions are directed to your CPA or EA. Clean division of responsibility.

5

Pricing based on actual complexity

We do not use flat-rate pricing. Every scope reflects the actual size, complexity, and needs of your business.

Values

What we stand for in every engagement.

📐

Structure and clarity

Clear scope, clear communication, clear expectations. Every engagement is organized before it starts and stays organized throughout.

🔍

Accuracy above all

Books that are wrong are worse than no books at all. Accuracy is the standard, not a goal — and it requires protected time and structured work.

🤝

Integrity in every detail

We do what we say. We scope what we mean. We deliver what we commit to. No hidden scope creep, no vague promises.

📈

Built for your growth

Bookkeeping that scales with your business. Whether you are at $500k revenue or growing past $5M, the structure supports where you are going.

📬

Professional relationships

We work with clients who value professionalism, clear communication, and organized financial management. We are not the right fit for everyone — and that is intentional.

🧘

Less stress, more clarity

You should not dread tax season or feel uncertain about your numbers. Clean books and reliable reporting make the financial side of your business feel manageable.

Fit

Who Thomas Ledger Group is built for.

We are selective about who we work with because the right client fit leads to better outcomes for everyone.

Great fit

Roofing, HVAC, plumbing, and electrical contractors
Trades businesses that need job costing and project tracking
Contractors transitioning from DIY or messy bookkeeping
Service businesses and professional services with consistent revenue
Business owners who want to understand their real numbers
Businesses transitioning from a bookkeeper who didn't specialize
Clients who want monthly financial statements delivered reliably
Businesses that want email-first, organized communication

Not the right fit

Businesses looking for the cheapest option available
Clients who need unscheduled phone access at any time
Businesses that do not want to invest in organized bookkeeping
Startups with no revenue looking for free or near-free support
Clients who only want bookkeeping handled once at tax time
Businesses where the owner is not open to sharing financial access

Ready to work with a firm that takes bookkeeping seriously?

Book a discovery call. We will review your situation and tell you exactly what organized, reliable bookkeeping looks like for your business.

Book a Discovery Call

FAQ

Frequently Asked Questions

Answers to the most common questions about how Thomas Ledger Group works, what we offer, and who we serve.

General
Services
Pricing
Communication
Trades
CPAs & EAs

General

What does Thomas Ledger Group do?

Thomas Ledger Group is a premium bookkeeping firm serving growing businesses nationwide. We provide QuickBooks Online setup, cleanup and catch-up bookkeeping, and ongoing monthly bookkeeping with clean financial reporting.

Do you work with all types of businesses?

Yes. We serve growing businesses across industries — service businesses, professional services, local businesses, and trades companies. While trades bookkeeping is a specialty, we are not limited to any one industry.

Are you a remote firm? Do you serve clients nationwide?

Yes. All services are fully remote. We serve clients across the country. QuickBooks Online is cloud-based, and our communication model is built for remote engagement — email-first with scheduled calls.

Do you do taxes?

No. We focus on bookkeeping and financial organization only. We prepare clean, organized books for your CPA or tax preparer — but we do not file taxes, provide tax advice, or prepare returns.

Services

What services do you offer?

We offer three core services: QuickBooks Online setup, cleanup and catch-up bookkeeping, and ongoing monthly bookkeeping. Trades add-ons including job costing, subcontractor tracking, and 1099 support are available separately.

Do you clean up old or messy books?

Yes. Cleanup and catch-up projects are a core service. We review what needs to be corrected, reconcile all accounts, correct miscategorizations, and bring your books current — often as a precursor to starting ongoing monthly bookkeeping.

Do you offer monthly bookkeeping?

Yes. Monthly bookkeeping includes reconciliations for all accounts, transaction categorization, and monthly financial statements — delivered each month so you always know where your business stands.

What software do you use?

We work in QuickBooks Online. If you are not currently using QBO, a setup project can get you started. If you are using QBO but it was not set up correctly, that can be addressed in a cleanup project.

Do you offer 1099 filing?

Yes, as an add-on service. 1099 tracking and filing are scoped and priced separately — not included in standard monthly bookkeeping. This is especially common for trades businesses with subcontractors.

Pricing

Do you show prices on the website?

No. Every engagement is custom-scoped after a discovery call and books review. We do not list prices because every business has different needs — transaction volume, complexity, cleanup requirements, and reporting expectations all affect the scope.

How is pricing determined?

After a discovery call and review of your bookkeeping situation, we provide a written scope and pricing recommendation. Factors include number of accounts, transaction volume, months behind, reporting complexity, and any trades-specific add-ons needed.

Are setup and cleanup projects priced separately from monthly?

Yes. Setup and cleanup are project-based engagements with their own scope and pricing. Monthly bookkeeping is a separate ongoing scope. These are priced and scoped independently.

Are trades add-ons included in monthly pricing?

No. Job costing, subcontractor tracking, and 1099 services are scoped and priced separately from standard monthly bookkeeping. These are discussed and agreed upon before starting.

Communication

How do you communicate with clients?

Our primary communication method is email. This keeps everything organized, documented, and easy to reference. Scheduled calls are available for onboarding, discovery, reviews, and complex conversations — but we do not operate on an unscheduled "call anytime" basis.

Can I call whenever I have a question?

No. Calls are scheduled — not ad hoc. This protects the focused time required to do accurate bookkeeping work. Email is the right channel for questions, and scheduled calls are used when a conversation is genuinely needed.

How quickly do you respond to emails?

We aim to respond to all client emails within one business day. Communication expectations are outlined clearly at the start of every engagement.

Trades

Do you work with trades and contractor businesses?

Yes. Trades and contractor bookkeeping is a specialty area. We have experience with the workflows that trades businesses need — job costing, subcontractor tracking, 1099 support, and project-based reporting.

What industries do you serve in trades?

We work with roofing companies, HVAC businesses, plumbing contractors, electrical contractors, general contractors, framing and drywall businesses, landscaping companies, and other service-based trades.

Do you handle job costing?

Yes. Job costing is available as an add-on to monthly bookkeeping. It is scoped separately because not every trades business needs it at the same level — we discuss what makes sense for your operation after the discovery call.

CPAs & EAs

Do you work alongside CPAs?

Yes. We actively welcome referral relationships with CPAs and Enrolled Agents. We handle bookkeeping and financial organization — you handle tax. We do not step into tax guidance or advice under any circumstances.

Can a CPA have access to client books in QuickBooks?

Yes. If a client grants Accountant Access in QuickBooks Online to their CPA, that creates no disruption to the bookkeeping work. We support that arrangement and encourage it for tax-time efficiency.

How do I refer a client to Thomas Ledger Group?

Email us directly or have the client book a discovery call. We are also happy to connect with the referring CPA or EA first to discuss a specific client situation before making the introduction.

Still have questions?

Book a discovery call. It is the best way to understand what working with Thomas Ledger Group looks like for your specific business.

Book a Discovery Call

Contact

Book a Discovery Call

Tell us about your business and your current bookkeeping situation. We will follow up to schedule a discovery call and talk through what clean, organized bookkeeping looks like for your business.

What Happens Next

A simple, low-pressure first conversation.

The discovery call is not a sales pitch. It is a working conversation where we learn about your business, understand your current bookkeeping situation, and figure out what kind of support makes sense.

After the call, we review your QuickBooks file or current setup and provide a clear written scope and pricing recommendation. You decide what works from there.

What we cover on the discovery call

Your business — what you do, how you operate, what you track
Your current bookkeeping situation — what software, how far behind, what is working
What you need — setup, cleanup, monthly bookkeeping, trades add-ons
Your reporting needs — what financial information matters to you
Next steps — what we need to scope and price your engagement

Note on communication: After submitting this form, you will receive an email response to schedule the call. We do not make unscheduled outbound calls. Everything is by appointment.

Get in Touch

Fill out the form and we will follow up by email within one business day.

First Name *

Last Name *

Business Name *

Email Address *

Industry / Business Type

What service are you most interested in?

Tell us about your current bookkeeping situation

We will follow up by email within one business day to schedule your discovery call.

✅

Message received.

Thank you for reaching out. We will follow up by email within one business day to schedule your discovery call.

In the meantime, feel free to review our or .

Know WhatEvery JobMade.

Your books should not be the thing holding your business back.

Bookkeeping services built around where your business is now.

QuickBooks Setup

Cleanup & Catch-Up

Monthly Bookkeeping

Trades Support

Every business is different. Your bookkeeping should be scoped correctly.

Clear communication. Protected focus time.

How it works

Discovery Call

Books Review

Scope & Proposal

Begin Service

Built for contractors. Backed by real trades experience.

Common questions

Ready to get your books organized?

Bookkeeping Services for Growing Businesses

QuickBooks Setup

Cleanup & Catch-Up

Monthly Bookkeeping

Trades Add-Ons

Ready to get started?

Services

Are you a CPA or EA?

Not sure which service you need?

Get Your Books Corrected and Current

What is bookkeeping cleanup and catch-up?

What cleanup and catch-up includes

How the cleanup process works

Discovery Call

Books Review

Scope & Proposal

Cleanup Work

Clean Handoff

How cleanup is scoped and priced

Ready to get started?

Signs you need a cleanup

After cleanup

Let's review your books and build a cleanup plan.

Stay Current. Know Your Numbers.

What monthly bookkeeping includes

Monthly Reconciliations

Transaction Categorization

Financial Statements

Organized Reporting

What monthly bookkeeping is not

How monthly bookkeeping is scoped

Communication and availability

Book a discovery call

Scope factors

Starting fresh?

Stop managing your own books.

Know What Every Job Made. By the 10th.

Why trades bookkeeping is different

Trades bookkeeping support

Job Costing

Subcontractor Tracking

1099 Support

Project Reporting

Cleanup for trades businesses

How trades bookkeeping is scoped

Book a discovery call

Industries served

Trades add-ons

Clean books built for the way your trades business works.

A Bookkeeping Partner Your Clients Can Trust

We make your job easier — not more complicated.

Clean Books at Year End

No Overlap With Tax Work

Professional Communication

Trades Expertise Available

Remote & Nationwide

QuickBooks Online Certified

What you can expect from every client we work with.

Monthly reconciliations

Monthly financial statements

Organized year-end books

Email-based communication

No tax advice or guidance

Know What
Every Job
Made.