Running a CI business is hard enough without wondering if your books are right. Most integrators under $2M are doing their own bookkeeping (or paying someone who doesn't understand the business), leaving money on the table and making decisions in the dark.
Books that are current, accurate, and give you the financial clarity to run your business with confidence. No more guessing. No more year-end scrambling. Just clean numbers, every month.
✅ Financial Foundation Setup — Your QuickBooks accounts organized the VITAL way
✅ Monthly Transaction Management — Every expense categorized correctly, every month
✅ Payroll Recording — All payroll entries handled accurately
✅ Bank & Credit Card Reconciliation — Up to 2 of each bank & CC accounts reconciled monthly
✅ Balance Sheet Cleanup — Quarterly reviews keep your assets and liabilities accurate
✅ Monthly Financial Reports — Profit & Loss, Balance Sheet, Cash Flow - delivered every month
✅ Year-End Tax Package — Everything your CPA needs, organized and ready
✅ 1099 Tax Form Filing — Contractor forms filed on time, every time
✅ Sales Tax Support — Filing and payment handled - no more state tax surprises
Additional Accounts: $150/month per extra bank or credit card beyond 2 of each
Month 1: Foundation — We get your QuickBooks set up the VITAL way and begin booking transactions correctly.