QuickBooks Online Advisory
Set Up for Clarity
QuickBooks isn’t just software. It’s the system that makes or breaks your financial clarity. At Pittroe™, we help trades-based pros like you get your QBO working for you — not the other way around.
What We Help With:
- Brand new? We’ll set up your QuickBooks file from the ground up — chart of accounts, settings, and best practices baked in from day one.
- We’ll spot any discrepancies, missing entries, or red flags that could cause issues during tax season or affect your financial health.
- Receive a custom report with clear, actionable advice on how to fix any issues and keep your books organized moving forward.
- You don’t have to be an accountant — but you do need to understand your numbers. We teach you how to use your system with confidence, whether you’re solo or have a team.
Payroll, bill pay, receipts — we’ll connect QBO with tools like Gusto, Melio, or Hubdoc to automate what can be automated and keep your books clean in real time.
Trades business owners who want control over their numbers
Teams that need simple systems that don’t fall apart mid-project
Anyone who’s ever said, “I think my books are wrong but I don’t know where to start”
If your books are off, your decisions will be too. We get in early and build a system that supports you long-term — not just a quick fix.
With Pittroe™, you’re not just getting help with software. You’re getting a partner who understands the financial side and the real world you’re working in.
How to Work With Pittroe Business Services
We understand that every business has unique financial needs, so we offer flexible solutions that fit how you like to work—whether entirely online or with a mix of in-person support. We'll offer several options that meet you at your best price point for value.
Every journey starts with a clear conversation. We’ll talk about what’s working, what’s not, and what you actually want your business to do for you. No jargon. Just clarity.
🟡 Book your call: pittroe.com/strategy
This is your full scan — think of it as the X-ray before the treatment plan. We’ll analyze your actual numbers, not just assumptions.
You get:
A clear view of your financial health
Risk areas and hidden costs
Paths for growth, team, and pricing strategy
📌 If we move forward, the cost gets applied to your service proposal. If not, it’s still a roadmap you can use on your own or with your team.
We meet to walk through your numbers together. You’ll see what’s working, what’s holding you back, and what next steps can look like. Proposals are ready that day — tailored, honest, and aligned with your goals.
Whether you want light CFO check-ins or full-service strategy, you’ll have the options in front of you.
- Increased Financial Clarity: Clients report better understanding and management of their finances.
- Improved Cash Flow: Successful implementation of cash flow strategies.
- Operational Efficiency: Enhanced productivity and cost savings through optimized processes.
Most trades pros are running great field work — but flying blind financially. That’s not your fault. You just haven’t had the right tools or the right guide.
We bring calm, clarity, and strategy to the table — so your business can grow in a way that actually supports you.