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Poised Books

Industry expertise


Cleanup built for the way your industry earns.

A contractor's books don't break the same way a restaurant's do, and a nonprofit needs something neither of them does. We bring the specific structure your industry requires — job costing, fund accounting, deferred revenue, multi-channel reconciliation — to every cleanup.

Six industries we know cold

Fixed price, from $2,500 · No monthly retainers

01

QuickBooks Cleanup for Contractors

Contractors & Construction

General contractors, remodelers, and trade subs run their numbers in the field, not behind a desk — so the books are usually the last thing to get attention. We catch them up, rebuild job costing, and hand you financials a bank or bonding company will actually accept.

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02

E-commerce Bookkeeping Cleanup

E-commerce (Shopify, Amazon, Etsy)

Selling across Shopify, Amazon, and Etsy means deposits that never match your sales, fees buried inside payouts, and sales tax piling up in states you've never set foot in. We untangle the channels, rebuild COGS, and deliver financials clean enough for a lender, a buyer, or an investor.

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03

Restaurant Bookkeeping Catch-Up

Restaurants & Food Service

Restaurants run on thin margins and high volume, and the books fall behind the second service gets busy. We reconcile your daily POS batches, untangle tips and comps from real revenue, and rebuild food cost tracking so you can finally see where the money goes.

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04

Bookkeeping for Medical Practices

Medical & Dental Practices

Medical and dental practices have revenue flows nothing like a typical small business — insurance reimbursements net of contractual adjustments, patient copays through a card processor, and an S-corp owner who has to be on payroll. We set the books up right, or clean up the ones that weren't.

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05

Nonprofit Books Cleanup & Fund Accounting

Nonprofits

Nonprofits don't just need clean books — they need fund accounting, restricted-fund tracking, and grant reporting that holds up to a funder or an auditor. We restructure QuickBooks for true fund accounting and walk you into your audit ready.

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06

Agency Bookkeeping Cleanup

Creative & Marketing Agencies

Agencies live and die by project margin, but most agency books can't tell you which clients are profitable — and they count retainers as revenue the day the cash lands. We rebuild the books around service lines and deferred revenue so you finally know what you actually earned.

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Don't see your industry?

The cleanup is the same. So is the fixed price.

These are just the industries we work in most. If your books are behind, commingled, or were never set up right, the process is the same — and the quote is always fixed-price.