Stop Letting JobTread Fight Your Accounting
If JobTread and QuickBooks don’t agree, you’re running your business on bad data.
Most trade businesses don’t have a JobTread problem.
They have an integration problem.
Jobs look profitable in JobTread.
The books say something else.
Taxes are a surprise.
And no one owns the full system.
We fix that.
The Outcome
JobTread talks to accounting instead of fighting it.
That means:
- Job profitability you can trust
- Clean books that actually tie out
- Fewer billing and payroll errors
- No year-end tax surprises
- One team accountable for the whole system
The Offer
We run a diagnostic review to identify exactly why JobTread and QuickBooks don’t match, implement a one-time integration fix, then maintain the system monthly so it stays accurate as your business grows.
JobTread integration and maintenance are billed in addition to ongoing accounting and tax services and are not sold as standalone services.
How It Works
Intake Questionnaire
Covers:
- JobTread setup and usage
- Current accounting process
- Job volume and complexity
- Payroll, billing, and deposits
- Tax filings and compliance basics
Diagnostic Review
Valued at up to $2,500
We review:
- JobTread workflows and setup
- QuickBooks structure and bookkeeping flow
- Job costing, billing, accounts receivable, payroll, and tax impact
You receive a clear fix plan outlining what is broken, why it is happening, and exactly what needs to change.
JobTread + QuickBooks Integration
Level Accounting offers a wide range of accounting services. We can handle your bookkeeping monthly to ensure that you understand your finances. To ensure transparency, we make it possible to access your records 24/7.
For business owners who need more flexibility, we offer flexible options. If you need more or less reporting, we can accommodate your business needs.
Standardized Reporting
- Job Profitability Summary
- Work-in-Progress and Billing Status
- Job Cost Variance
- Accounts Receivable and Collections
- Monthly Financial Snapshot
Ongoing JobTread Maintenance
Starting at $495 per month, scaling with size and complexity.
Includes:
- Monthly JobTread and QuickBooks alignment checks
- Job profitability monitoring
- Workflow adjustments as your business evolves
- Preventative fixes before reports break
Accounting and Tax Services
JobTread integration and maintenance are billed in addition to ongoing accounting and tax services.
This offer is only available to clients who engage us for:
- Monthly bookkeeping and reconciliations
- Payroll oversight
- Tax planning and tax preparation
- 1099s and compliance
JobTread does not replace accounting.
It depends on it.
One team owns the full system so the numbers stay accurate.
Guarantees and Incentives
If JobTread and QuickBooks do not tie out on the agreed-upon reports after integration, we will continue working at no additional cost until they do.
Fifty percent of the paid diagnostic review (valued at up to $2,500) is credited toward the JobTread and QuickBooks setup if you move forward.
JobTread Conference Bonus:
The first five JobTread Conference attendees who sign up and attend a discovery call receive the diagnostic review at no cost.
WHO
THIS IS FOR
- Trade businesses using JobTread
- Annual revenue of $500,000 to $5,000,000
- Enough job volume that inaccurate data is expensive
If JobTread and accounting don’t agree, one of them is lying.
We make sure neither does.
Get Started
Book the diagnostic review to get a clear fix plan before any implementation begins.
Frequently Asked Questions
Because guessing is expensive.
The diagnostic review allows us to identify exactly why JobTread and QuickBooks don’t match before any setup work begins. This prevents rework, scope creep, and broken reporting.
You receive a clear fix plan outlining:
- What is broken
- Why it is happening
- What needs to change
- Whether this is a good fit to move forward
If you proceed with integration, 50% of the diagnostic fee (valued at up to $2,500) is credited toward setup.
During integration, we configure 3–5 standardized reports, including:
- Job Profitability Summary
- Work-in-Progress and Billing Status
- Job Cost Variance
- Accounts Receivable and Collections
- Monthly
Financial Snapshot
These reports are maintained monthly so they stay accurate.
Ongoing maintenance ensures JobTread and QuickBooks stay aligned as your business changes.
Maintenance includes:
- Monthly system alignment checks
- Job profitability monitoring
- Workflow adjustments
- Preventative fixes before reports break
Maintenance starts at $495 per month and scales with complexity.
If JobTread and QuickBooks do not tie out on the agreed-upon reports after integration, we will continue working at no additional cost until they do.
Yes.
The first five JobTread Conference attendees who sign up and attend a discovery call receive the diagnostic review at no cost. Once those spots are filled, the offer is no longer available.
This is not a fit for:
- Businesses looking for software training only
- DIY bookkeeping setups
- Owners who want JobTread without accounting oversight
This is for businesses that want accurate numbers and one team accountable for the full system.
FREE RESOURCE
Your Guide to Set Up Subcontractors the Right Way
Struggling to collect the right information from your subcontractors?
Our “Subcontractor Checklist Packet” makes it easy. Inside, you’ll find exactly what you need for 1099s, workers’ comp, and liability audits.
We’ve even included a contract for reduced liability.
