Built for HVAC, Electrical, Plumbing, Generator, Detailing & Handyman Pros

The office you don't want to run. Handled.

Stop losing evenings to invoices and spreadsheets. Groundwork Books sets up the right software and strategy so your back office runs on its own. We handle your bookkeeping directly and tell you what to do next, built by someone who's actually worked the trade, not just the ledger, so you can stay on the job.

No pressure, no obligation, just a clear picture of where your business stands.

Monthly Snapshot Reconciled

Revenue

$42,180

Job Costing

On Track

Parts & Materials Categorized
Invoices Synced Jobber → QuickBooks

We work inside the tools you already use, or help you get started with the right ones

Jobber QuickBooks CompanyCam Excel Google Calendar

More than bookkeeping: the office and the strategy behind it

Clean books are the foundation, not the finish line. Every business is different. Pricing and scope are tailored on your free call. Here's what we help with.

Monthly Bookkeeping

Ongoing reconciliation, transaction categorization, and clean monthly books, done on a schedule, so nothing piles up.

Books Clean-Up

Behind on reconciliations or dealing with a year of miscategorized transactions? We get your books caught up and accurate. Onboarding covers your first 30 days; anything further back is scoped and billed separately.

Financial Reporting & Advisory

Clear P&L, cash flow, and job-costing reports, plus what they actually mean for your business: where you're profitable, where you're not, and what to do about it.

Systems & Tools Advisory

Not sure what software your business actually needs? We help you pick and set up the right tools, whether that's Jobber, QuickBooks, or a simple Excel system, so your business runs more efficiently as you grow.

Primarily working with trade businesses, but if you're a small business owner who just needs your books in order, let's talk.

Why Groundwork Books

Run by someone who's worked the trade, not just the books.

Groundwork Books was founded by Jonathan: 14 years of hands-on experience, starting with 6 years in the U.S. Navy, followed by 8 years in the field doing electrical, generator, and gas line work. That background shapes how we work: we're not just recording what already happened, we implement the systems and strategy that keep your office running on its own, plus the numbers-driven advice on what to do next.

  • 6 years of Navy service, followed by 8 years hands-on in electrical, generators, and gas lines (14 years total)
  • Cross-trained in plumbing, HVAC, and solar, including off-grid hybrid power systems
  • Built and successfully ran his own generator service company
  • Led a trade company's shift from paper records to a digital system using Jobber and CompanyCam

"I know what it's like to come home covered in grease and still have invoices to send. Groundwork Books exists so trade owners don't have to choose between the job and the books."

Jonathan, Founder

Getting started is easy

Three steps between where you are now and a back office you don't have to think about.

1

Book a Free Discovery Call

We talk through where your books stand today and what's slowing you down.

2

Get Paired With the Right Setup

We scope your plan and pair you with the right tools and trusted pros, whether that's Jobber + QuickBooks or a simple Excel setup, for your business size.

3

We Handle the Groundwork

Ongoing bookkeeping, reporting, and advice land on your schedule, so you focus on the work and always know where you stand.

Let's take a look at your business

Book a free discovery call, or send a message if you'd rather start there.

Book Your Free Discovery Call

Pick a time that works, no obligation.

Or Send Us a Message

We'll get back to you within one business day.