Learn More
Finally, Bookkeeping That Understands How You Work
You keep the business running in the field — I keep it running on paper. From cleanups to monthly maintenance, I help home service pros like you stay ready for tax season, make smarter financial decisions, and focus on what you do best: the work itself.
Whether you're an electrician wiring a commercial building, a plumber managing emergency calls, or an HVAC tech keeping homes comfortable, your expertise is in the field — not behind a desk sorting receipts. That's where I come in.
The Problem Every Tradesman Faces (But No One Talks About)
You didn't start your business to spend nights wrestling with QuickBooks. You're busy quoting jobs, managing crews, keeping customers happy — and the paperwork just keeps piling up.
Sound familiar? You're not alone. Most trades professionals I work with are masters of their craft but feel completely overwhelmed when it comes to the financial side of running a business.
Here's what I see every day:
Missed Tax Deductions
Expenses aren't coded right, so you're leaving money on the table every April. That truck repair? Those tools? They should be working for you at tax time.
Late Invoices & Cash Flow Chaos
You finished the job weeks ago, but the payment's still sitting somewhere in limbo. Meanwhile, you're trying to figure out if you can afford to hire another tech.
Accountant Frustration
Every tax season, your accountant asks for "clean books" and you scramble to piece together months of receipts, bank statements, and sticky notes.
You're not bad with numbers — you just need a system that works the way you do. A system built for people who charge by the job, not by the spreadsheet.
Step One: Find Out What's Really Going On
My QuickBooks Diagnostic Review
This is a one-time paid service where I run a full health check on your books — line by line, category by category, transaction by transaction. Think of it as bringing your truck in for a complete inspection before the big job.
You'll receive a Detailed Report of Findings that breaks down exactly what's happening behind the scenes in your financials. No sugar-coating, no corporate speak — just straight answers about where you stand.

What You'll Discover:
  • What's incorrect or missing in your records
  • Where money is slipping through the cracks
  • What needs to be fixed (and why it matters)
  • How much the cleanup will actually cost
Here's the best part: You keep the report whether you hire me or not. Some clients use it to fix things themselves. Others hand it to their current bookkeeper. Most decide they'd rather have me handle it so they can get back to running their business.
That transparency builds trust — and that's how I do business. No pressure, no gimmicks, just honest assessment and clear next steps.
Step Two: We Fix It — Then Keep It Right
Once we know what's broken, I'll clean up your books — every transaction, every category, every bank feed. I'll make sure everything's categorized correctly, reconciled with your bank statements, and ready for your accountant to actually use.
But here's what makes my service different: I don't just hand it back and disappear. After the cleanup, you can choose an ongoing maintenance plan that keeps your books accurate, your taxes simple, and your financials ready for whatever's next — whether that's bidding a big commercial job, applying for a loan, or just sleeping better at night.
Choose the Plan That Fits Your Business
The Fix & Maintain Plan
Designed For: Solo operators, one-truck pros
  • Complete bookkeeping cleanup
  • Monthly income and expense tracking
  • Bank and credit card reconciliation
  • Monthly financial reports you can actually understand
  • Tax-ready books year-round
The Crew Plan
Designed For: Teams & growing service businesses
  • Everything in Fix & Maintain
  • Job cost tracking (know which jobs make money)
  • Payroll support and compliance
  • Monthly financial review call
  • Vendor and subcontractor management
The Boss Plan
Designed For: Established trades with multiple techs
  • Everything in The Crew Plan
  • Custom financial dashboard
  • Quarterly strategic planning session
  • Multi-location support
  • Growth metrics and profitability analysis
Not sure which plan fits? That's exactly what we'll figure out during your free discovery call. Every business is different, and I'll never try to sell you something you don't need.
I Speak "Trades" — Not "Tax Code"
I've spent 30 years working with small business owners who do real work — not spreadsheets. As a Certified Intuit Bookkeeper, QuickBooks ProAdvisor Level II, and Payroll Specialist, I understand how to keep your books clean, compliant, and crystal clear.
But more importantly, I understand your world. I know the difference between materials and labor. I know why job costing matters when you're bidding competitively. I know that "accounts payable" just means "bills you haven't paid yet."
When You Work With Me, You'll Always Get:
Straight Talk, No Jargon
I'll never hide behind accounting terminology. If you don't understand something, I'll explain it in plain English until it makes sense. Your books should empower you, not confuse you.
Transparent Pricing
No hidden hours, no surprise invoices, no scope creep. You'll know exactly what you're paying for before we start. Flat rates for diagnostics, clear monthly fees for maintenance.
Reports That Make Sense
You'll get financial statements designed for decision-making, not just tax filing. Which services are most profitable? Where are you spending too much? What can you afford to invest in growth?

Credentials You Can Trust
✓ Certified Intuit Bookkeeper
✓ QuickBooks ProAdvisor Level II
✓ Payroll Specialist Certification
✓ State of NC Notary Public (background checked)
✓ E&O Insured
Integrity comes standard. Your business depends on trust — with your customers, your employees, and the people who handle your money. I take that responsibility seriously, and I protect your information like it's my own.
From Chaos to Clarity — What Clients Say
Don't just take my word for it. Here's what happens when trades professionals finally get their books in order:
"The cleanup alone paid for itself"
Marcus helped me see exactly where I was losing money every month. I was underpricing my HVAC installs and didn't even realize it. Once we fixed the books and I could actually see my costs, I adjusted my pricing. The cleanup alone paid for itself in the first two jobs.
— Derrick R., HVAC Business Owner
"Now my CPA is finally happy"
I didn't even know how bad my books were until the diagnostic. I thought I was doing okay because I used QuickBooks, but everything was categorized wrong. After Marcus cleaned it up and started maintaining it monthly, tax season became so much easier. My CPA actually thanked me for sending clean records.
— Lydia T., Landscaping Contractor
30
Years of Experience
Three decades helping small business owners get financial clarity
100%
Transparent Pricing
Every client knows exactly what they're paying before we start
12
Average Months Behind
Most new clients come to me this far behind — and we get them current
Whether you're six months behind or just need someone to take this off your plate, I've seen it all — and fixed it all. Your situation isn't too messy, too complicated, or too far gone. It just needs the right person to untangle it.
Stop Stressing About Your Books. Let's Fix Them — and Keep Them Fixed.
You became an electrician, plumber, HVAC tech, or landscaper because you're good at solving problems. But bookkeeping shouldn't be one of them. You deserve to focus on the work you love while someone else handles the paperwork.
Whether you need a full diagnostic, a complete cleanup, or ongoing monthly support, I'm here to help. No judgment about where your books are now — only solutions for where they need to be.
Ready to Get Started? Choose Your Next Step:
🔧 Book a Free Discovery Call
Let's have a quick chat about what you need. No sales pitch, no pressure — just an honest conversation about your business and whether I'm the right fit to help.
Duration: 15-20 minutes
Cost: Free
Perfect for: Anyone who wants to learn more before committing
📊 Start With a Paid Diagnostic Review
Skip the small talk and get straight to the facts. I'll audit your QuickBooks, identify every issue, and deliver a detailed report showing exactly what's wrong and what it'll cost to fix.
Turnaround: 3-5 business days
Investment: $297 flat rate
Perfect for: Business owners ready to take action now
Your books don't have to be perfect — but they should give you peace of mind. Let's make that happen together.

Marcus Bradley
Certified Intuit Bookkeeper | QuickBooks ProAdvisor Level II
Serving Home Service Professionals Across the United States
📞 704-266-2125 | 📧 marcus@marcusbradleyagency.com