CAT3BOOKS
Bookkeeping · Job Costing · Fractional CFO

DONE
FOR YOU.

You run the trucks. We run the numbers — restoration bookkeeping, job costing, and a fractional CFO, handled entirely for you.

No software to learn. No month-end scramble. No generalist guessing at supplements and TPA fees. You hand it over once, and three levels of done-for-you finance go to work — start at the bottom, climb when you’re ready.

What “done for you” looks like
Tier 02
Real margin on every single job.
$2,000 /mo
A true P&L on every project
Winners and losers, in black and white
Bid the next job from data, not gut
Walk me through it ↓

Flat monthly · no contract · restoration only

We Get It · We Only Do Restoration

We already know
what your Monday looks like.

A generalist bookkeeper has never heard of a depreciation holdback. We speak restoration fluently — because it’s the only industry we serve. Tap any one of these. Be honest about how many feel familiar.

If three or more of those landed, your books aren’t broken because you’re careless. They’re broken because nobody built them for restoration. Let’s put a number on it. ↓

The Profit Leak Finder · Live

What is guessing
actually costing you?

Set your revenue. Then switch on every habit you have nailed down today. Leave the rest as they are. Watch what the gaps add up to — in your own numbers, in real time.

Your trailing 12-month revenue
$2,000,000
$500K$2M$5M$10M
Which of these do you have handled?
Estimated profit leaking out per year
$184,000
≈ $15,333 / month walking out the door
Loss-making jobs you can't see until it's too late$60,000
Earned, approved money that never gets booked$50,000
Channels that lose money on every job$30,000
Asset revenue that slips through unbilled$24,000
Untraceable material spend hiding bad margin$20,000

You’re leaking about $15,333/mo. Cat3 bookkeeping with full job costing — the package built to plug exactly these gaps — is a flat $2,000/mo, whatever your revenue. Plugging even part of this more than pays for us.

Find My Real Number →

Seeing the number is the easy part. Plugging it is the job — and it happens in three done-for-you levels. Show me how ↓

Estimate only — based on margin recovery across real restoration cleanups. Your actual number comes from your actual books, in the audit.

The Done-For-You Ladder

Three levels.
Start where you are.

Every level is fully done for you — and every level builds on the one below it. Most shops start with clean books, add job costing once they want to know which work pays, and bring in the CFO when the decisions get bigger than the spreadsheet. Here’s exactly what each one fixes.

Almost every shop starts at the foundation — so that’s where we’ll start too. Begin with Level 01 ↓

01/ 03The Foundation · Bookkeeping

Clean books, closed on time, without you lifting a finger.

This is the ground everything else stands on: accurate, restoration-specific books, reconciled and closed every month — so the number you're staring at is actually real.

⚠ Where you are now
Your P&L is a guess — you can't say if last month truly made money.
Approved supplements get earned, then never booked as income.
TPA fees and equipment days land in the wrong place, or nowhere.
Tax time is a shoebox scramble, and your CPA keeps re-asking for backup.
◆ What we take off your plate
A restoration-specific chart of accounts, built right from day one
Every account reconciled and the month closed by the 15th
Supplements tracked from approval all the way to payment
TPA channel AR aged by program; 1099s and equipment handled
CPA-ready financials, kept clean all year
✓ What changes for you
You trust your own numbers — and so do your bank and your CPA.
Tax season turns into a non-event.
Money you already earned actually shows up in the account.
The Monthly CloseClosed · Day 12
Bank & credit-card reconciliation
Supplements logged to payment
TPA fees coded to cost of revenue
Equipment days reconciled to billing
Job & service-line P&L reviewed
Owner package delivered
Flat · no contract
$1,000 / mo
Start with Bookkeeping

Now the number on the page is real. But clean books still can't tell you which jobs earned it — and which ones quietly lost money.

Level 02: Job Costing
02/ 03The Clarity · Bookkeeping + Job Costing

Know which jobs make money — before you ever send the invoice.

Bookkeeping tells you what you made. Job costing tells you where, why, and on which jobs — the difference between growing on purpose and growing yourself broke.

⚠ Where you are now
Revenue is one big number — no idea which jobs actually paid.
You can't tell mitigation from reconstruction from a losing TPA program.
Field receipts pile up untagged; bad jobs hide in a 'materials' blob.
You bid the next job on gut, then learn too late that it lost money.
◆ What we take off your plate
A real P&L on every project — labor, materials, subs, equipment, overhead
Your estimate mapped to the books line by line (Xactimate, Albi, Dash, JobNimbus)
Margin broken out by job type, carrier, and TPA program
Every receipt tagged to its job before it disappears
✓ What changes for you
You know a job's true margin before the invoice goes out.
You double down on profitable lanes and drop the ones that bleed.
You bid the next job from data, not hope.
Job #1043 · WaterContractor Connection
Revenue (incl. supplement)$48,200
Labor−$15,900
Materials−$9,400
Subcontractors−$6,100
Equipment−$3,250
Allocated overhead−$2,460
Gross margin
$11,090 net
23.0%
Known before the invoice went out ✓
Flat · no contract
$2,000 / mo
Add Job Costing

Now you can see every job's true margin. Seeing it isn't the same as steering it, though — that takes a hand on the cash and the strategy.

Level 03: Fractional CFO
03/ 03The Command · Bookkeeping + Job Costing + Fractional CFO

A CFO who sees the cash coming before it does.

Once the books are clean and every job is costed, the last gap is forward vision: cash, strategy, and a steady hand on the numbers when the decisions get expensive.

⚠ Where you are now
Profitable on paper, but borrowing from the line of credit in February.
No forecast — payroll surprises you instead of the other way around.
Nobody's steering cash, pricing, or strategy with the actual numbers.
Big calls — hires, trucks, programs — get made on gut feel.
◆ What we take off your plate
A 13-week rolling cash flow forecast you can see payroll coming on
A monthly CEO dashboard — KPIs, job mix, TPA performance
Budget vs. actual and a quarterly reporting package
Automated AP intake into QuickBooks plus biweekly cash-flow recommendations (we advise — you still pay the bills)
AR & cash-position reporting, banking/bonding support, and tax strategy with your CPA
A monthly CFO advisory call
✓ What changes for you
You see payroll coming from 13 weeks out — no February scramble.
You make hiring, pricing, and growth calls with certainty.
You build a company that's actually worth selling.
13-Week Cash Forecast+$96K · wk 13
This weekWeek 13
21.4%
Blended net margin
0
Payroll surprises
Flat · no contract
$5,000 / mo
Get the Full Suite

That's the full ladder — books, costing, command. Here's all three side by side, so you can see exactly where you'd start.

Compare all three, side by side
Compare The Levels

Every level adds to
the one below it.

Nothing is taken away as you climb — each level is everything under it, plus more. Tap a column to see exactly what’s done for you at that level.

Bookkeeping
Monthly close by the 15th
Restoration chart of accounts
Supplement recovery tracking
TPA channel AR aging
1099 & equipment tracking
CPA-ready financials
Job Costing
Job-level P&L on every project
Estimate-to-books mapping
Margin by job, carrier & TPA
Receipts tagged to jobs
True margin before invoicing
Fractional CFO
13-week cash flow forecast
CEO dashboard & KPIs
Budget vs. actual + reporting
AP intake + cash-flow advice
AR & cash-position reporting
Banking, lending & bonding
Monthly CFO advisory call
Tax strategy coordination
Choose →Choose →Choose →

Got a level in mind? Here’s exactly what each one costs — flat, every month. See the pricing ↓

Simple Pricing · No Contracts

One flat price.
Whatever your volume.

No hourly mystery invoices. No percentage of revenue that climbs as you grow. Just three done-for-you packages at a flat monthly rate — the same whether you run 40 jobs a year or 400. Start with the books and add what you need, when you need it.

Tier 01

Bookkeeping

Clean, current, restoration-ready books — done for you, every month.

$1,000 / mo
Flat rate · No annual contract
  • Full monthly bookkeeping & bank reconciliation
  • Restoration-specific chart of accounts
  • Supplement recovery tracking & monthly report
  • TPA channel AR aging by program
  • Subcontractor W-9, COI & 1099 management
  • Equipment revenue & asset tracking
  • Monthly close by the 15th, every month
  • CPA-ready financials, year-round
  • Monthly review call
Start with Bookkeeping
Most Popular
Tier 02

+ Job Costing

Everything in Bookkeeping, plus the true margin on every single job.

$2,000 / mo
Flat rate · No annual contract
  • Everything in Bookkeeping, plus —
  • Job costing on every project — labor, materials, equipment, subs, overhead
  • Job-level P&L, every job, every month
  • Estimate-to-books mapping (Xactimate, Albi, Dash, JobNimbus)
  • Margin by job type, carrier & TPA program
  • True job margin before you send the invoice
  • Field receipts tagged to the right job, every week
Add Job Costing
Tier 03

+ Fractional CFO

Everything in Job Costing, plus a fractional CFO in your corner.

$5,000 / mo
Flat rate · No annual contract
  • Everything in Job Costing, plus —
  • Automated AP intake — systems to drop bills into QuickBooks the easy way (no bill pay)
  • Biweekly AP recommendations to maximize cash flow efficiency
  • AR aging & cash-position reporting (reporting, not collections servicing)
  • 13-week rolling cash flow forecast
  • CEO dashboard — KPIs, job mix, TPA performance
  • Budget vs. actual & quarterly reporting package
  • Banking, lending & bonding support
  • Monthly CFO advisory call (60 min)
  • Tax strategy coordination with your CPA
Get the Full Suite

Optional payroll processing · +$400 / pay cycle · any package

Only one question left: how hard is it to switch? Almost not at all. See how onboarding works ↓

How It Works · No Surprises

From shoebox to clarity
without slowing down the field.

Switching bookkeepers feels like a root canal. It isn’t here. Three steps, most of it on us, and you never have to stop taking jobs.

01This Week · Free

The Books Audit

We look at your real numbers and run the leak finder on them — not a guess. You leave with three specific leaks named and quantified, whether you hire us or not. Thirty minutes. No obligation.

02First 30–60 Days

The Rebuild

We rebuild your chart of accounts for restoration, clean up the backlog, wire in job costing, and map your estimating software to the books. You keep working; we do the heavy lifting in the background.

03Every Month After

You Just Run It

Closed by the 15th, supplements tracked, margin by job in your inbox, cash forecast on the wall. You make decisions with certainty. We catch the problems while they're still cheap to fix.

Free · No Obligation · 30 Minutes

STOP GUESSING.
START KNOWING.

Book your free Books Audit. We’ll open your actual numbers, name three leaks we can plug, and hand you a clear plan — whether you hire us or not. You’ve got nothing to lose but the money that’s already leaking.

No annual contracts · Cancel anytime · Response within 24 hours