FIND OUT EXACTLY WHERE YOUR MONEY IS GOING (and Where It's Leaking Out)
A done-for-you QuickBooks Diagnostic Review built for Contractors who want to keep more cash, save time, and finally know where they stand—without doing more work.
DO BUSINESS WITH CONFIDENCE.
You didn’t start your business to become a bookkeeper… but somehow your weekends are filled with receipts, guessing at reports, or straight-up ignoring it all until tax time. Pinpoint where your money’s leaking—and set your business on the path to bottomline success.
YOUR BUSINESS IS WAITING
GET OUR BLUEPRINT TO BOTTOMLINE DIAGNOSTIC REVIEW FOR JUST $497 (A $1889 VALUE)
Complete QuickBooks Diagnostic of Income Statement, Balance Sheet, and Statement of Cash Flow Reports ($497)
Customized Readiness Reset: Actionable plan to get your books back in shape ($249)
One-on-One Financial Review ($797 value)
Priority Fixes Report to kickstart the process an get quick wins ($97)
Project Profitability Assessment: Two recent projects broke down side by side ($249)
“Worth every penny. Jamee’s report uncovered money in missed deductions, I can now pay myself more and she fixed years of records.”
— Brandon T., Custom Home Builder
And I understand how losing sleep over finances can feel, because I’ve been there too.
In fact, that’s why I work with trade service businesses. Stress, panic, and headaches shouldn’t be the job. Striving each day, “hoping everything comes together”, is awful.
It’s rewarding when you grow in confidence and profit. You deserve a strong healthy business and better sleep at night.
With the right plan, you can make smart financial decisions, stay compliant, and be confident in what your paying yourself. Starting a business was to get more time with family not longer hours.
As a trade gal myself, I also manage a house filled with 6 future tradesmen and believe it or not, it's possible to run a business and keep your sanity.
So, if you’re tired of the financial misery, then adding a bookkeeping professional like me to your team is necessary.
While financial transformation isn’t for everyone, if you’re ready to take charge, you’re in the right place!
“You created order from disorganized finances. I appreciate how you've invested time in understanding the specific needs of our business and customized solutions that made sense.”
— Rhea D., Entrepreneur
Running a trade service business doesn't mean more hours, more headache, more stress. You can run your business confidently when you know
where the gaps are, and what to fix first—no commitment, no non-sense.
Our Customized Readiness Report is your plan to getting the books back in shape after your Blueprint to Bottomline Diagnostic Review.
FOCUS
We focus on correcting what’s been holding your numbers back—so you can move forward with accurate reports, clean records, and full financial control.
CLARITY
It’s not just a cleanup. It’s a reset for clarity, confidence, and better decision-making.
After your Blueprint to Bottomline Diagnostic Review is complete, it’s time to sit down one-on-one and walk through the story your numbers are telling.
BREAKDOWN
We’ll break down what’s working, what’s costing you, and where your biggest financial opportunities lie.
UNDERSTANDING
You’ll leave this review with crystal-clear next steps, whether that’s a cleanup, monthly support, or just sharper insights to steer your business forward.
ACTIONS
This isn’t just a review—it’s the turning point where your numbers start working for you.
These are your top-priority financial fixes—based on what we uncovered in your Blueprint to Bottomline Diagnostic Review. Each one is a fast, high-impact move to tighten up your numbers, reduce stress, and protect your profit.
YOUR FASTEST PATH TO FINACIAL CLARITY
These action items are based on real findings from your Blueprint to Bottomline Diagnostic Review.
HIGH-IMPACT FIXES
We’ve narrowed it down to the most urgent areas that are costing you money or creating confusion.
IMPLEMENTED QUICKLY
Whether you tackle them with us or in-house, these are your best first moves toward better control and profit.
Included in your Blueprint to Bottomline Diagnostic we'll demonstrate the power of job costing.
REVIEW
This assessment compares two of your recent projects to spotlight profit leaks, job cost inconsistencies, and billing inefficiencies.
COMPARE
This assessment is built around what successful contractors need to lock in strong financial systems. Customized to your specific situation based on what we find in your diagnostic.
VISUALIZE
You’ll see exactly where one job out performed the other—and walk away with targeted fixes to tighten up your financial performance across the board.
“This should’ve cost more. If you’re serious about growing your business, don’t skip this.”
— Jordan S., Electrician
Guessing at your numbers
Undercharging or missing expenses
Flying blind financially
Stuck in stress mode
Clarity on what’s broken
Know exactly where your money’s going
More confidence, less chaos
Peace of mind when quoting and planning
"I've known Jamee for several years and the more I get to know her, the more I love her. She gives of her time and energy generously, not afraid of a challenge, and is a blessing and benefit to anyone who has her in their world."
— Pam M., Content Creator
It’s like a checkup for your business books. We pop the hood, look at your financial systems, processes, and reports to see what’s working, what’s not, and where the leaks are. It’s not just about finding mistakes—it’s about understanding the bigger picture.
Any business that’s growing, pivoting, or just feels like something’s off in the numbers. If you’re guessing instead of knowing? Yeah, you need one.
Everything from your chart of accounts and reconciliations to transaction categories, software setup, payroll treatment, and reporting. If it touches your money, we’re inspecting it. Not judging—just getting clarity.
Whoa, good news—this is not the IRS. This is diagnostic, not punitive. It’s private, supportive, and practical. Think of it like bringing your books to a seasoned builder who’s on your side.
Anywhere from 5-21 business days, depending on how complex your setup is and how fast we get access. We move quick, but we don’t cut corners.
You bet. You’ll get a detailed breakdown of what we found, why it matters, and clear recommendations for next steps. Communicated in real language you can act on.
Yes—if you’re a contractor using QuickBooks, I speak your language. This isn’t a cookie-cutter report. Your time is valuable, you send me access—I do the review. Your time investment: under an hour. The ROI? Way more.
Depends. Some folks take the report and DIY it. Others want me to handle cleanup and ongoing support. Either way, you’ll know exactly what needs fixing and what it’ll take.
If you’re tired of guessing, missing tax deductions, or unsure if your books are helping or hurting you—then yes. A solid diagnostic can save you money, time, and headaches down the road.
Perfect. That’s exactly why this review exists. I’ve seen it all—nothing surprises me.
NO RISK INVESTMENT
Finance systems may feel like a foreign language, but, without clear processes for estimating, invoicing, tracking expenses and forecasting, it’s easy to lose control.
Running out of cash
• Not having enough in the bank to cover payroll, suppliers or unexpected repairs
• Seasonal slow‐downs leaving you scrambling for funds
Unpredictable cash flow
• Slow‐paying clients or disputed invoices creating gaps
• Difficulty forecasting when money will actually hit the books
Underestimating job costs
• Leaving out hidden expenses (permits, site cleanup, equipment wear-and-tear)
• Bidding too low and eroding profit margins
Tax time terror
• Owing a surprise tax bill because of poor quarterly estimates
• Fear of audits, penalties or missing deadlines
Profit margin mystery
• Not knowing which jobs are actually profitable (or bleeding money)
• Difficulty tracking materials, labor and overhead on each project
Lack of financial visibility
• Feeling lost in spreadsheets or piles of receipts
• Not having real-time numbers to make quick decisions
Debt and equipment financing
• Worrying about taking on loans or lines of credit
• Balancing new equipment purchases against cash reserves
Scaling without stumbling
• Unsure how to budget for new hires or marketing
• Fear that rapid growth will outpace your cash flow systems
Compliance and paperwork overload
• Drowning in lien waivers, insurance certificates and compliance forms
• Concerned that missing one document could hold up payment
No safety net
• No emergency fund for equipment breakdowns or project delays
• Anxiety about what happens if a big client cancels last minute
1. Freedom & Control
A business that runs on your terms, with systems in place so you can step away without everything falling apart.
A predictable pipeline of profitable jobs that covers overhead, pays you a solid salary, and funds growth reserves.
A brand known locally (or regionally) for excellence—so referrals flood in, margins stay healthy, and you can even hand the reins to the next generation.
A lean team and smart processes that let you clock off on time (or take that long-overdue vacation) without stressing over unpaid bills or unfinished jobs.
A replicable “machine” where you can onboard new crews, bid on bigger contracts, and expand into new territories without drowning in paperwork.
Real-time human highlighting which jobs are winners (and which are money pits), clear forecasts that eliminate cash-flow headaches, and zero surprises at tax time.
READY TO GET STARTED?
This Isn’t Just a Report—It’s a Wake-Up Call (That Pays for Itself)
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