Financial Clarity for the Way Your Business Actually Works

From everyday bookkeeping to complex cleanup, tax services, and business financial management, FixBooks provides practical support built around your business—not a one-size-fits-all accounting package.

Clear books are just the beginning.

How We Can Help

Every business has different needs. Our services can be tailored to provide ongoing support, solve a specific problem, or help you build better financial systems for the future.

Bookkeeping & Accounting

Accurate books. Useful information.

We provide ongoing bookkeeping and accounting support designed to keep your financial information accurate, organized, and useful. Whether you need full-service support or help filling the gaps in your existing process, we tailor our services to the way your business actually operates.

  • Monthly bookkeeping and account reconciliations
  • Financial reporting
  • Accounts receivable and accounts payable support
  • Catch-up bookkeeping
  • General ledger review
  • Month-end and year-end support
  • In-house CPA support or coordination with your existing CPA or tax professional

Cleanup & Problem Solving

When the numbers don’t make sense, we dig in.

Messy books happen. Sometimes records have been neglected, systems weren’t set up correctly, or years of small problems have turned into one big one. We identify what went wrong, correct it, and help put systems in place to keep it from happening again.

  • Historical bookkeeping cleanup
  • Unreconciled or incorrectly reconciled accounts
  • Duplicate, missing, or misclassified transactions
  • Incorrect account balances or account setup
  • Accounts receivable and accounts payable discrepancies
  • Reconstructing incomplete financial records
  • Identifying and resolving unexplained financial differences

You don’t need to clean things up before you call us. That’s what we’re here for.

Business Financial Management

Your financials should help you run your business.

We go beyond producing financial statements to help you understand what your numbers mean, identify what drives your results, and connect your financial performance to the way your business actually operates.

  • Establishing meaningful, trackable Key Performance Indicators (KPIs)
  • Profitability and margin analysis
  • Cash flow analysis
  • Budgeting and forecasting
  • Break-even analysis
  • Revenue and expense trend analysis
  • Operational and financial performance reporting
  • Identifying opportunities to improve financial performance

Know what to measure. Track what matters. Make better decisions.

Job Costing & Project Accounting

Know which jobs are making you money—and which ones aren’t.

We help project-based businesses understand the true cost and profitability of their work by creating practical systems to track revenue, costs, and performance at the individual job or project level.

  • Job and project profitability tracking
  • Materials, labor, equipment, and subcontractor cost tracking
  • Revenue and expense allocation by job or project
  • Estimated versus actual cost analysis
  • Change order tracking
  • Work-in-progress (WIP) reporting
  • Retention tracking
  • Job margin and performance analysis

Better job costing leads to better estimating, better decisions, and better margins.

QuickBooks Setup, Systems & Training

Build it right. Understand how it works.

We help businesses build accounting systems that are organized, efficient, and sustainable. Whether you’re starting fresh, improving an existing setup, or training someone on your team, we create processes that make sense for the way your business actually operates.

  • QuickBooks setup and restructuring
  • Chart of accounts design
  • Accounting workflow development
  • Process documentation
  • Integration of supporting systems
  • Owner and employee training
  • Review and improvement of existing accounting processes
  • Ongoing oversight and support

Our goal isn’t to make you dependent on us. It’s to give you a system that works.

Tax & CPA Services

CPA expertise when you need it—without changing what already works.

With an on-staff CPA, FixBooks can provide tax and CPA services alongside your bookkeeping and financial management. If you already have a CPA or tax professional you trust, we’re equally happy to work with them to keep your financial records accurate, organized, and ready when they need them.

  • Business and individual tax preparation
  • Tax planning and year-end planning
  • Tax compliance support
  • Financial statement review
  • Accounting and financial consultation
  • Business structure and accounting guidance
  • Coordination with your existing CPA or tax professional as needed

Your books and your taxes shouldn’t operate in separate worlds. We help keep them connected.

Not Sure What You Need?

You don’t need to know exactly what service you need before you contact us. Tell us what’s working, what isn’t, and what you’re trying to accomplish. We’ll help you figure out where to start.

Let’s get your books working for your business.

LET’S TALK

Scroll to Top