KNOW YOUR NUMBERS
Organize Your Money in QuickBooks
Set up simple money categories, your Chart of Accounts, so your books stay clean and tax season stops being a scramble.
What it solves
Books full of "Uncategorized" hide which work actually makes you money. This guide is for owners using QuickBooks or any bookkeeping tool who want a Chart of Accounts that makes sense. You set up the five buckets, split income by service line, separate job costs from running costs, and keep about 15 clear expense categories.
What this is worth: A bookkeeper plus a fractional CFO runs $2,000 to $4,000 a month.
What is inside
- The five buckets every dollar fits: money in, job costs, running costs, owned, and owed.
- Income categories split by service line, with examples like Interior Jobs and Exterior Jobs.
- Cost-of-work categories for materials, subcontractors, job supplies, and equipment rental.
- A list of about 15 common running-cost categories, from Advertising to Travel.
- A two-question sorting rule that gives any transaction a home: which bucket, then which category.
- A cleanup routine: reconcile monthly and simplify your categories each quarter.
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Questions, answered
No. It is written around QuickBooks, but the file says any bookkeeping tool works. The five buckets and category structure apply wherever your books live.
About 45 minutes to set it up once, with a rough idea of how you make and spend money. After that, sorting takes about five minutes a week.
Job costs only happen when you do a job, like materials and subcontractors. Income minus those costs is your gross profit, so keeping them separate shows your real profit per job.
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