Most contractors do not need more reports. They need books they can trust and numbers they can actually use. BooksSteady gives you clean monthly bookkeeping, a plain-English explanation of what changed, and three practical actions to improve cash flow, job margins, or profitability. Built by a CFO with 20 years of finance experience. Delivered on a guaranteed monthly schedule. No jargon. No surprises. Just clarity.
Every month you get clean books — every transaction categorized, every account reconciled. But you also get a plain-English summary written by a CFO explaining what the numbers mean, what changed, and what to do about it.
That's what you'd get from a $300/hour fractional CFO. It's included in your monthly plan. And unlike a generic bookkeeper, we're built specifically for contractors and trades businesses — we know job margins, labor cost, and how cash moves between big jobs.
Connect your accounts once. We handle everything every month. You get clean books and a CFO explanation of what they mean , delivered on your plan’s guaranteed schedule.
Export your P&L and balance sheet from QuickBooks, Xero, or whatever you use and send it to us. No logins required. Not sure what to send? We'll walk you through it.
Every month we categorize transactions, reconcile accounts, and produce your P&L and balance sheet. AI handles the volume. Our CFO handles the judgment calls.
Clean financials plus a plain-English CFO summary — what happened, what changed, and what to do next. In your inbox by your plan’s guaranteed delivery date, every month.
Every BooksSteady plan includes the same core deliverable — clean books and a CFO insight summary. The only difference between plans is how much transaction volume we handle.
Every transaction categorized, every account reconciled, every report ready before tax season. No more scrambling in April.
A plain-English explanation of what your numbers mean — where you made money, where you lost it, what to watch, and what to do next.
Your books stay current every month. When your CPA asks for your financials, they're ready in minutes.
Not a support ticket. A CFO who reads your books every month and knows your business — your job mix, your busy season, your margins — as well as you do.
We schedule your first call in month 1 to walk through your books together, answer questions, and make sure you're getting full value. Then once a year after that.
Every plan includes the same deliverable: clean books and a CFO insight summary on a guaranteed monthly schedule. Plans are sized by monthly transaction volume so you only pay for what your business actually needs.
Want more than once a year? Add a monthly 30-minute CFO call to walk through your report, answer questions, and discuss what's coming next. Available on any plan. Above 1,000 transactions/month — contact us for a custom quote.
Delivery schedule: Advisory by the 15th (documents in by the 5th) · Growth by the 22nd (documents by the 10th) · Essentials by the last business day (documents by the 15th). Documents received after your plan's cutoff date move to the next delivery cycle.
BooksSteady was built by a finance executive who spent 20 years helping companies make sense of their numbers — and who got tired of watching contractors run their businesses blind. The same CFO-level insight that costs thousands per month at a consulting firm is now available to HVAC, plumbing, electrical, pool and spa, and general contracting businesses at a fraction of the cost.
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We'll respond within one business day · No commitment required · Serving contractors nationwide
Thank you for reaching out. We'll review your information and reach out within one business day to schedule your free books review.