Contractors Guide
This guide for was developed while helping a contractor-friend catch up on his bookkeeping. He had not filed a tax return for several years and was totally lost on how to start. He had tried to hire a bookkeeper but had trouble finding a reliable, consistent one.
That's when I stepped in to help him by using QuickBooks. My initial effort was to help him learn QuickBooks - the results were less than I had hoped. Like many contractors, he thought, and still thinks, bookkeeping is someone else's job. I hope he will change his mind and learn how easy it really is if done consistently. It was through this effort I was able to hone my skills to a point that I was able to complete this guide.
It's short and to the point. I've tried to ease the process of keeping your books in QuickBooks. With the guide, you'll be able to reap the benefits of someone else's experience.
That's when I stepped in to help him by using QuickBooks. My initial effort was to help him learn QuickBooks - the results were less than I had hoped. Like many contractors, he thought, and still thinks, bookkeeping is someone else's job. I hope he will change his mind and learn how easy it really is if done consistently. It was through this effort I was able to hone my skills to a point that I was able to complete this guide.
It's short and to the point. I've tried to ease the process of keeping your books in QuickBooks. With the guide, you'll be able to reap the benefits of someone else's experience.
Package 1
$29.95
Package 1 includes:
- Contractors Guide in pdf form
- Trial Balance Workbook (Excel file) with instructions
- Ready-to-use non-personalized QuickBooks File (Windows & Mac versions)
- Chart of Accounts and Items (Excel file)
- Hourly Rates Workbook (Excel file) with Instructions
- Weekly Timesheet Recap Workbook (Excel file) with instructions
- Printable Estimate Sheet
Package 2
$74.95
Package 2 includes everything in package 1 plus:
Fillable & Savable PDF Forms (click name to review sample)
Fillable & Savable PDF Forms (click name to review sample)
Package 3
$129.95
Package 3 includes everything in package 1 plus:
California Contractors Package (click name to review sample)
California Contractors Package (click name to review sample)
- Proposal with CSLB clause
- Change Order
- Service & Repair Contract (meets CA requirements)
- Home Improvement Contract (meets CA requirements)


