Bookkeeping - Systems - Advisory for Small Service Businesses
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Bookkeeping built for contractors
Late nights in Quickbooks aren't why you started your business. We keep your books clean, cash flow clear, and compliance covered so you can serve your customers.
Services that fit your business
Services that fit your business
We build a right-sized financial system around how you actually work.
Managed bookkeeping
Managed bookkeeping
Monthly or weekly reconciliations
Expense categorization & receipt workflows
Straightforward P&L and balance sheet
Cash & compliance
Cash & compliance
Cash-flow analysis & reminders
Payroll runs (simple crews)
Sales tax filings & 1099s
Systems & billing support
Systems & billing support
Systems expert support
Customer billing & vendor bill-pay processing
Month-end close & review
Simple plans. Flat monthly pricing.
Simple plans. Flat monthly pricing.
Start small and grow as you do. Cancel anytime.
No surpirses
No surpirses
Confidence in your books when needed
Confidence in your books when needed
$349/month
Tax-ready books: monthly bank/credit card reconciliation
Straightforward Profit & Loss and Cash Flow reports
Year-end package ready for your CPA or tax preparer
Support when issues or questions pop up
Most plans require some level of customization to fit the needs of your business. This number represents the estimated price for these specific services.
Stay in Control
Stay in Control
Confidence in your cash to cover payroll, materials, and yourself
Confidence in your cash to cover payroll, materials, and yourself
$649/month
Everything in No Surprises
Payroll setup and management (W-2s & 1099s)
Sales tax tracking and filing
Weekly cash flow dashboards
Quarterly check-ins to review performance and spot red flags early
Most plans require some level of customization to fit the needs of your business. This number represents the estimated price for these specific services.
Build to Scale
Build to Scale
Confidence that you have a partner that is getting you and your business where you want to be
Confidence that you have a partner that is getting you and your business where you want to be
Chat for pricing
Everything in Stay in Control
Job costing and profitability by project
Customer billing support
Vendor payment support
Custom reporting tailored to your workflows
System or application integrations
Priority communication & advisory (frequent check-ins, phone/text support)
This plan is fully tailored — custom pricing available for unique workflows, tool stacks, and advanced needs.
Why contractors pick UPFinancial
Why contractors pick UPFinancial
Straight talk and fast responses.
Tax ready books you can trust.
Seamless with QuickBooks, payroll, and service management apps.
Flat monthly pricing — know what you pay, no surprises.
Success in 1 month
Getting to know you and your business
QuickBooks health check and Historical Cleanup
Cash flow reporting and other dashboard setup
Recurring monthly and annual task strategy
Let's talk
Let's talk
Have questions or ready to get started? Reach out and we'll get back to you quick
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