ELEVATION BOOKKEEPING

Financial Clarity for Contractors Who'd Rather Be Building 

Specialized bookkeeping for construction & trades

Compliance & Reporting

Keep your financial house in order with reliable, accurate accounting operations

What’s included: 

  • MONTHLY BOOKKEEPING AND RECONCILIATION
  • ACCOUNTS PAYABLE & RECEIVABLE MANAGEMENT 
  • PAYROLL PROCESSING AND REMITTANCES
  • SALES TAX PREPARATION AND FILING (GST/HST, PST)
  • YEAR-END PREPARATION FOR TAX FILING 
  • COMPLIANCE MANAGEMENT AND DEADLINE TRACKING 
  • FINANCIAL REPORTING

Ideal for: Contractors who need accurate up-to-date financials for lenders, bonding companies, and year-end tax filing

 

Financial Operations

Go beyond the basics with financial leadership that helps you plan, optimize, and grow.

What’s included: 

  • MONTHLY MANAGEMENT REPORTING AND FINANCIAL ANALYSIS
  • JOB COSTING AND PROJECT PROFITABILITY TRACKING
  • PROGRESS BILLING AND WIP REPORTING 
  • BUDGET DEVELOPMENT AND VARIANCE TRACKING
  • CASH FLOW FORECASTING AND SCENARIO PLANNING
  • PROFITABILITY ANALYSIS AND MARGIN OPTIMIZATION
  • STRATEGIC PLANNING SUPPORT AND QUARTERLY BUSINESS REVIEWS 
  • KEY PERFORMANCE METRICS AND DASHBOARD REPORTING

    Ideal for: Business owners who want to understand their financials deeply and make data-driven decisions about growth, pricing, hiring, and investments.

 

Systems & Process Optimization

Get set up for success with the right tools and workflows.

What’s included: 

  • QUICKBOOKS ONLINE SET UP AND OPTIMIZATION
  • CLOUD ACCOUNTING IMPLEMENTATION
  • PROCESS DOCUMENTATION AND WORKFLOW DESIGN
  • TEAM TRAINING ON ACCOUNTING SOFTWARE AND TOOLS
  • TRANSITION SUPPORT FROM MANUAL OR OUTDATED SYSTEMS

    Ideal for: Contractors transitioning from spreadsheets or outdated systems to cloud-based accounting.

 

WHY CONSTRUCTION & TRADES?

Living in Fernie, I'm surrounded by the trades

professionals who keep mountain communities running - from the builders constructing new homes to the electricians and plumbers keeping everything functioning through harsh winters.

I've seen firsthand how complex construction accounting is, and how most contractors would rather be on a job site than buried in QuickBooks. That's why I've focused my bookkeeping practice on helping contractors get clear on their numbers - which jobs are profitable, where cash is going, and what decisions to make next.

I work remotely with construction and trades businesses throughout BC and beyond, specializing in job costing, progress billing, and the financial reporting contractors need for bonding companies and lenders.