Transaction categorization
We organize and categorize your business income and expenses in QuickBooks Online to maintain clear financial records.
Complete monthly bookkeeping for plumbers. We keep your financial records organized, accurate, and up to date — so you can stay focused on your plumbing jobs.
Monthly Plumbing Business Overview
| Category | Amount |
|---|---|
| Income | |
| Plumbing job revenue | $24,800 |
| Expenses | |
| Plumbing supplies | $6,200 |
| Fuel | $1,800 |
| Tools & equipment | $2,400 |
| Other operating expenses | $3,000 |
| Total expenses | $13,400 |
| Net income | $11,400 |
One comprehensive service designed to keep your plumbing business finances organized, accurate, and up to date.
We organize and categorize your business income and expenses in QuickBooks Online to maintain clear financial records.
We compare recorded transactions against bank and credit card statements to identify missing or incorrect entries.
We review your books for discrepancies, unusual balances, and transactions that may need attention.
We prepare monthly Profit & Loss Statements and Balance Sheets so you can better understand your business finances.
We stay in communication regarding missing information, transaction questions, and the completion of monthly reports.
Consistency, accuracy, and reliable financial records are the foundation of our monthly bookkeeping service.
A straightforward monthly process designed to keep your financial records current.
We collect the relevant financial statements and information necessary to maintain your monthly bookkeeping.
We categorize transactions and reconcile applicable accounts against their statements.
We review the financial records and prepare your monthly reports, while communicating any items requiring attention.
Clear communication, attention to detail, and dependable financial records are at the center of our approach.
“Joel at NewNorthYork got my books organized and took a huge headache off my shoulders. Now I can focus on my plumbing jobs instead of paperwork.”
“Joel is thorough, reliable, and easy to work with. My books are organized, and I finally have a clear picture of my business finances.”
“I used to spend my evenings catching up on bookkeeping. Since working with NewNorthYork, I have more time to focus on my customers.”
At NewNorthYork, our focus is simple: helping plumbers maintain organized and reliable financial records.
Through complete monthly bookkeeping, we handle the essential work of organizing transactions, reconciling accounts, reviewing records, and preparing financial reports.
Our approach emphasizes consistency, attention to detail, and clear communication.
We believe organized financial records help plumbers make more informed decisions and spend less time worrying about their books.