JobTread Accounting Integrity for Contractors
Vero Beach, Florida • Contractors & Home Service Businesses Nationwide
If JobTread and QuickBooks don’t agree, your job costing is wrong. Period.
Most contractors don’t actually have a JobTread problem.
They have an accounting setup and integration problem.
We help contractors and home service businesses make sure JobTread and QuickBooks Online are aligned correctly from an accounting standpoint — so revenue, payments, accounts receivable, job costs, and tax reporting actually make sense.
WHO
WE HELP
We specialize in working with:
- Contractors and trade businesses
- Home service companies (roofing, HVAC, plumbing, electrical, general contractors)
- Businesses using JobTread + QuickBooks Online
- Companies earning $500,000 to $5 million annually
The Real Issue (And Why Job Costing Breaks)
When JobTread is connected to QuickBooks incorrectly, you get:
- Duplicate or overstated revenue
- Broken accounts receivable
- Deposits recorded incorrectly
- Missing or misclassified job costs
- Reports you don’t trust
- Downstream tax and compliance issues
That’s not a JobTread feature problem.
That’s an accounting integrity problem.
Our Core Services
JobTread support is an add-on to our core accounting and tax services, which include:
- Monthly accounting and bookkeeping
- Bank and credit card reconciliations
- Payroll processing and compliance
- Sales tax and payroll tax filings
- 1099 preparation
- Tax planning and tax return preparation
If JobTread is integrated with QuickBooks Online, additional accounting oversight is required to ensure these services are performed correctly.
Our Solution:
JobTread Accounting Integrity Program™
(Required Add-On for JobTread Clients)
We don’t manage jobs.
We don’t do job costing for you.
We make sure the accounting behind JobTread is correct — so your books, job costing, and taxes are accurate.
Our Required Process for JobTread Clients
If you use JobTread integrated with QuickBooks Online, we follow a required process to protect the integrity of your books and ensure we can stand behind our work.
01
Step 1:
Discovery Call (Required)
The discovery call is a full accounting and tax discovery, not just a JobTread conversation.
During this call, we review:
- Your overall accounting setup and processes
- Payroll, billing, and payment workflows
- Tax compliance and planning needs
- How JobTread fits into your accounting system
- Whether our services are a good fit
If JobTread is integrated, the accounting diagnostic is required before any setup, cleanup, or monthly services begin.
02
Step 2:
JobTread Accounting Diagnostic™
- JobTread accounting-impacting configuration (jobs, billing, cost codes, payments only — no operational features)
- QuickBooks Online accounting setup
- JobTread to QuickBooks accounting data flow
- Revenue recognition, accounts receivable accuracy, deposits, and payments
- Cost code alignment with the chart of accounts
- Identification of historical accounting cleanup required
- Clear written findings
- Accounting risks explained in plain English
- A recommended setup, cleanup, and ongoing plan with pricing
- Less than $1 million in revenue: $1,500
- $1 to $3 million in revenue: $2,000
- $3 to $5 million in revenue: $2,500
03
Step 3:
JobTread Accounting Sync Stabilization™
One-Time Setup and Correction
Required when accounting or integration issues are identified.
What We Do
- Correct the JobTread to QuickBooks accounting integration
- Fix invoice, payment, and deposit flow
- Align cost codes with QuickBooks accounts
- Validate accounts receivable accuracy
- Test and confirm a clean sync
- Document the correct accounting setup
What We Do Not Do
- Job management
- Job costing entry
- Field operations
- Internal workflows
Typical investment:
$3,000 to $9,000, based on business size and complexity.
04
Step 4:
JobTread Accounting Guardrails™
Ongoing Monthly Oversight (Required Add-On)
Once setup is complete, ongoing oversight is required for all JobTread clients and runs alongside your regular monthly accounting services.
Monthly Includes
- JobTread to QuickBooks accounting sync validation
- Accounts receivable tie-out between systems
- Revenue and payment accuracy checks
- Identification of missing job-related costs
- Review of key account reconciliations
- Exception reporting and issue flagging
Monthly Add-On Pricing
- Starts at $495 per month
- Increases based on business size, job volume, transaction volume, and accounting complexity
Historical cleanup ends once issues are resolved.
Ongoing oversight prevents problems from coming back.
Why This Is Required
JobTread directly affects:
- Revenue
- Accounts receivable
- Job costing
- Tax reporting
If it’s not monitored correctly, even good bookkeeping becomes bad data.
We require this add-on so:
- Your books stay accurate
- Your reports are reliable
- Your taxes are correct
- We can confidently stand behind our work
Get Started
Book a Discovery Call
If you use JobTread, the process always starts with:
- Booking a discovery call
- Completing the short questionnaire
- Completing the required diagnostic
We are not affiliated with JobTread. We specialize in accounting integrity and system alignment for contractors using JobTread and QuickBooks Online.
