Now booking free books checkups · Hemet, Temecula, Murrieta, Menifee, Wildomar, Lake Elsinore

Bookkeeping for trade contractors

You run the jobs.
I'll keep the books.

Bookkeeping for trade contractors in Hemet and the Temecula Valley. Clean books every month, reports you can actually read, and nothing for your CPA to untangle at tax time.

Fixed prices. No contracts. Cancel anytime.

  • QuickBooks Online ProAdvisor, Level 2
  • Intuit Enterprise Suite
Edward Felix, owner of Felix Bookkeeping
SAMPLE MONTHLY REPORT PRO PACKAGE
  • Bank and cards reconciled
  • Profit and loss and balance sheet ready
  • 1099 totals tracked for your subs
  • Monthly summary sent
Ready for your CPA.

Sound familiar?

The office follows you home.

Receipts at 9pm.

You worked the job all day. The paperwork is still waiting on the kitchen table.

Your CPA needs numbers.

It's March. They want a profit and loss you don't have.

Where did the money go?

A busy month on the job site, and a thin bank balance at the end of it.

The 1099 scramble.

January shows up and you're digging for what you paid each sub. The threshold moved to $2,000 for 2026, so last year's habits may not fit. See what changed.

Packages

Know your price before we start.

Every package is a flat monthly fee, set after your free checkup based on how many accounts and transactions you have.

Core

from $400/mo
  • Transactions categorized
  • Bank and credit cards reconciled monthly
  • Profit and loss and balance sheet

Best for: solo operators who need clean books for their CPA

Book a free checkup

Premium

from $1,250/mo
  • Everything in Pro
  • Profit on every job (materials and subs)
  • 90-day cash forecast, updated monthly
  • Quarterly planning call, with your break-even number for bids
  • Your CPA gets quarterly numbers and a year-end package by Jan 31

Best for: contractors growing a crew or talking to a bank

Book a free checkup

Catch-Up & Cleanup

Behind on your books? Starting at $600.

Months or years of records, reconciled and ready for your CPA. You get one fixed price before any work begins. See how catch-up works.

Get a fixed quote

How it works

  1. Book a free checkup.

    Twenty minutes. I look at where your books stand.

  2. Get your quote in writing.

    One flat price. No hourly billing.

  3. I take it from here.

    Your reports arrive by the 15th of every month.

About

What working with me looks like

You deal with one person.

The same person who does your books answers your texts and emails, within one business day.

You know where you stand.

Every month your books are reconciled and your reports are in your inbox.

You hear about problems early.

A missing deposit or a sub who still needs a W-9 gets flagged that month. Not in April.

Edward Felix Hemet, CA
  • QuickBooks Online ProAdvisor, Level 2
  • Intuit Enterprise Suite
  • Intuit Bookkeeping Professional Certificate
  • B.S. Business Administration

Questions

Trade contractors: electricians, plumbers, HVAC, roofers, concrete, landscaping and general contractors. If you run jobs and pay subs, this is built for you.

I'm based in Hemet and work with contractors in Hemet, Temecula, Murrieta, Menifee, Wildomar and Lake Elsinore. The work happens in QuickBooks Online, so you never need to come to an office.

Packages start at $400 a month. Catch-up work starts at $600. Your exact price is set after your free checkup.

It's a 20 minute call. I look at where your books stand and what you need. Then you get one flat monthly price in writing. There's no cost and no pressure to sign up.

I work in QuickBooks Online. If you use something else, we'll talk through moving over at your checkup.

Good. They file your taxes, I keep the books clean all year. I don't do taxes, so I'm not competing with them.

Most of it comes straight from your bank feed. Snap photos of receipts and bills and send them over.

By the 15th of every month. Your documents are due by the 5th, so there's time to get everything right.

Yes, in Pro and Premium. I track what you pay each sub all year, flag anyone missing a W-9, and file the 1099s in January. For work paid in 2026, the 1099 cutoff is $2,000 per sub.

Yes. Premium tracks profit on every job, counting materials and subs.

That's what Catch-Up & Cleanup is for. I reconcile every month you're behind, and you get one fixed price before any work begins. It starts at $600.

Not right now. I work alongside your CPA and payroll provider.

It stops at the end of the month you paid for. No contract, no fee. Your books are yours.

Get started

Book a free checkup, or send a message.

I reply within one business day. Or call or text (951) 292-0103.

Free Books Checkup, 20 min

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