Monthly Bookkeeping · Jasper, GA & beyond
Accurate books every month, reconciled and reviewed by a CPA — so you always know which jobs make money, what you owe in taxes, and where your cash went.
Most trade businesses only look at their books at tax time — and by then the year is over. Bank feeds get categorized as "miscellaneous," materials get mixed with personal purchases, and nobody can say which jobs actually made money.
Tax Pilot keeps your books current every single month. We reconcile every bank, credit card and loan account, clean up the categorization, and send you reports that make sense for how a contracting business works: revenue by job or service line, materials and labor as cost of goods sold, and gross margin you can actually price from.
Service businesses have quirks generic bookkeepers miss. Deposits and progress billing. Materials bought on the company card and picked up at the supply house. Subcontractors who need 1099s. Trucks, trailers and equipment that should be depreciated — not expensed by accident. Field software like ServiceTitan, Housecall Pro or Jobber that has to tie out to QuickBooks. We set your books up to handle all of it.
The details
Every bank, credit card and loan account reconciled to the statement — every month, not every April.
See profit by job, crew, location or service line so you know what to sell more of and what to re-price.
Profit & loss, balance sheet and cash summary with a plain-English breakdown of what changed.
Know who owes you and what you owe — and stop paying the same supply-house bill twice.
We collect W-9s up front and track payments so year-end 1099 filing is painless.
QuickBooks Online configured for the trades and connected to your bank feeds and field software.
How it works
We look at where your books are today and what you need from them.
We connect your accounts, fix the chart of accounts and bring everything current.
Each month we reconcile, categorize, review and close the books.
You get a clear monthly package and a CPA you can actually call.
Who we serve
Contractors, tradesmen and service-based owners who create wealth through honest work.
From a Tax Pilot client
“So happy I reached out to Tax Pilot. Nothing but a positive experience, good communication, and staying on top of everything throughout the year. Would highly recommend.”
Questions
We work primarily in QuickBooks Online and connect it to your bank feeds, payment processors and field-service software such as ServiceTitan, Housecall Pro or Jobber.
Usually not. If you're already on QuickBooks Online we'll clean up and improve what you have. If you're on spreadsheets or desktop software, we'll handle the move for you.
Yes. We set up job, customer or class tracking so you can see revenue, materials and labor for each job or service line — the numbers you need to price work correctly.
Yes — that's exactly what our financial cleanup service is for. We bring everything current first, then keep it that way every month.
Bookkeeping is included in our full-service monthly packages, which are priced by revenue and complexity. Use the pricing estimator for an instant range, then we'll confirm after a quick consultation.
Who you'll work with
Peyton Witt, CPA, built his career at Grant Thornton and on UPS's corporate tax team, working on Fortune 500 companies with billions in revenue. When he started helping small business owners on the side, he found nearly every return he reviewed was wrong.
He started Tax Pilot to give contractors and trade businesses the same level of expertise big companies get — from someone who actually understands their world.
More about PeytonLet's talk
Tell us a bit about your business and we'll reach out within one business day. No pressure, no jargon — just a straight conversation about your numbers.