US small businessesFor US small businesses on QuickBooks Online
Bookkeeping for small businesses. Done every month.
Books and Trucks does monthly bookkeeping for US small businesses in QuickBooks Online, from $599 a month, month to month: every account reconciled, sales tax filed, monthly reports, and all past books cleaned up free when you start.
Booked calls: weekdays, 9am to 5pm Eastern. By phone, or 30 minutes on Teams.
- A named bookkeeperThe same person on your books each month
- Senior accountant reviewNumbers checked before your monthly call
- You keep your QuickBooks fileYour data and your login, always
- Two-factor on every loginAccess only through the user you grant
Who it is for
Owner-run businesses that are too busy to keep the books
- Service companies
- Contractors
- Shops
- Other owner-run businesses
Run a trade shop? See HVAC, plumbing, electrical, roofing, septic and pumping, drain cleaning, general contractors or lawn care and landscaping.
What you get every month
Bookkeeping in QuickBooks Online
Every transaction categorized.
Bank and card reconciliation
Balances tied to statements.
Monthly reports
Profit and loss, balance sheet.
Sales tax filings
Filed on time in your states.
Your dashboard
Cash, profit, who owes you.
A monthly call
30 minutes on your numbers.
Price
From $599 a month
Everything above. The fee depends on how many accounts and transactions you have, and we agree it in writing on the first call, before we start. Past books cleaned up at no charge when you start.
Not in this plan: payroll and paying your bills.
Get a free look at your booksHow it starts
Three steps. The first two are free.
- 1
A free look at your books
You give us read-only access. Within three business days you see what is behind and what it takes to fix.
- 2
A short call
You tell us how the business runs. We say plainly whether we are a fit, and agree the fee in writing.
- 3
Clean-up, then every month
We clean up all your past books at no charge. From then on we close your books every month.
Free guides
Reference pages for trade shop owners
- Contractor sales tax by stateIs labor on HVAC, plumbing and electrical work taxed, and who pays tax on materials? Every state, linked to the state's own guidance.Open the guide
- Why Jobber payouts don't match bank depositsHow Jobber Payments payouts, fees, tips and refunds land in QuickBooks Online, the five usual causes of a mismatch, and a monthly checklist.Open the guide
- Jobber to QuickBooks sync errorsWhat the common Jobber to QuickBooks Online sync errors mean and how to fix each one, in the order the sync runs, plus legacy errors.Open the guide
- Jobber Bookkeeping or an outside bookkeeper?What Jobber's own bookkeeping add-on covers, which shops it suits, and when an outside bookkeeper on QuickBooks Online fits better.Open the guide
- Housecall Pro to QuickBooks Online: what syncs and how to clear the alertsWhat the one-way sync sends and leaves out, the settings to check first, and the nine sync alerts with the fix for each, from Housecall Pro's own help pages.Open the guide
Questions owners ask
Straight answers before you book
Who actually does the work?
A named bookkeeper on our team handles your account every month, and a senior accountant reviews the numbers before your monthly call.
My books are behind. Is that a problem?
Most new clients start that way. The free look shows how far behind things are, and we clean up all your past books in QuickBooks at no charge when you start.
Is our data safe with you?
Every login our team uses for a client system has two-factor authentication turned on. Access comes through the user you grant, not shared passwords.
How do you get access?
You add us as an accountant user in QuickBooks. You can remove us at any time.
I already have a CPA.
Good. We do the monthly books, your CPA does the tax return, and we send them clean, reconciled books at year-end.
Do we need to be on QuickBooks Online?
Yes. The bookkeeping is done in QuickBooks Online. Moving from another system is a separate job, quoted on the call.
Do you run payroll or pay our bills?
Not in this plan. It covers the books, sales tax, your reports, the dashboard and the monthly call.
What if it does not work out?
Month to month, cancel any time. You keep your QuickBooks file and your data.
Get your evenings back. We’ll keep the books.
Calls weekdays, 9am to 5pm Eastern. No obligation.
Or call (413) 595-2051, every day, 9am to 5pm Eastern
Booked calls: weekdays, 9am to 5pm Eastern. By phone, or 30 minutes on Teams.