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 keep it simple, clear, and built around your business.
Whether you’re behind on books or ready to grow, here’s how we help you go from stress to strategy—without the corporate fluff.
Tell us what’s going on. We’ll figure out where to start.
This complimentary call is where we get aligned. You share what’s keeping you up at night—taxes, cash flow, software mess, whatever—and we’ll talk through how to fix it.
📞 No jargon. No pressure. Just a straight-up conversation to get you moving in the right direction.
🟡 Book your call: pittroe.com/strategy
We roll up our sleeves. You get answers.
After our call, we get to work behind the scenes. We dive into your books, systems, and numbers to uncover what’s working, what’s broken, and where you’re leaving money on the table.
What we do:
Bookkeeping review
Cash flow & software audit
Spot key risks + missed opportunities
Prep your custom plan and pricing options
🛠️ This is the first paid step—and it rolls into your first invoice if you move forward.
Here’s what we found. Here’s what we recommend.
In this second meeting, we walk you through the insights from your Financial Foundations Session and outline the service plan that best fits your business today—with a roadmap for what’s next.
You’ll get:
A clear summary of findings
One recommended service tier
Optional add-ons for when you’re ready to grow
Proposal and next steps
✅ This is the part where you breathe easier and say, “Why didn’t I do this sooner?”
We hit the ground running.
Once you say yes, we get everything set up to make your life easier. No guesswork, no chasing—you’ll know exactly what we need and when.
Includes:
Software setup (or cleanup)
Connection to your systems (banks, payroll, etc.)
Your monthly schedule + contact info
Quick wins to reduce stress immediately
🧰 This is where the real relief kicks in.
We don’t just set it and forget it.
Depending on your level of support, we check in weekly, monthly, and quarterly—offering simplified insights, answers, and strategy so you always know where you stand.
You wouldn’t quote a job without seeing the site first—same here.
We start with strategy, then dig into the numbers, so nothing’s missed and you’re not overpaying for what you don’t need. You get straight answers, a clear path, and a no-drama onboarding process that works around your business.
No fluff. No mess. Just numbers that work.