Option 3 · Approachable 1 2 3
See How Much Your Books Are Costing You →

Your Books Should Make You Money. Not Cost You Sleep.

Every month you wait is money you're not getting back.

I work with skilled trades businesses in the Fox Valley and DeKalb County area and beyond — plumbers, HVAC contractors, and electricians who are exceptional at what they do and ready to stop drowning in the business side of it.

See How Much Your Books Are Costing You → QB Certified QuickBooks ProAdvisor — L1 · L2 · Payroll
Placeholder: plumber working at a sink, authentic, in-environment
Sound familiar?

You're good at your trade. The books are a different story.

You finished a job two weeks ago. Still don't know if you got paid.

That last big install — profitable? You're not sure.

Slow season hits. You don't know if you can make payroll.

Tax season shows up. Again. Like it always does.

Someone owes you money right now. You'd have to dig to find out who.

The books are behind, wrong, or you're doing them yourself at 10pm on a Sunday.

That's not a you problem. Fix the system.

The Free [Financial Health Check]

Find Out Where Your Business Is Losing Money.

Answer a few quick questions about your business. In under two minutes, you'll get a personalized report — no fluff, no sales pitch. Just a clear picture of where the money is going.

PlumbingHVACElectrical

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(niche selector: plumbing / HVAC / electrical)

Simple on purpose

Here's How It Works.

1

We Talk

You tell me about your business. I ask the right questions. You get a straight answer.

2

We Put It in Writing

You get a clear proposal. Three tiers. Fixed pricing. No surprises. You pick what fits, sign, and we move.

3

We Get Everything Set Up

Your portal is ready. Your system is connected. Your CPA is looped in. We don't start work until everything is right.

4

We Get to Work

You pick the day. I show up every week. Every month, by a guaranteed date, your statements are ready and your numbers explained in plain English. I don't disappear after setup — we check in after the first month to make sure everything is running the way it should.

Services

One Solution. Three Levels of Partnership.

Solid

Clean books delivered monthly, guaranteed. The foundation every trades business needs.

Partner

Everything in Solid, plus the story behind your numbers. Monthly financial summaries, Your Monthly Debrief audio walkthrough, and faster turnaround.

Master

Everything in Partner, plus a true financial partner. Live monthly review calls, priority access, custom reporting, and a dedicated direct line — Master clients only.

All tiers include: continuous bookkeeping throughout the month (not a year-end batch), secure client portal, passwordless access, enterprise-grade credential security, and local presence.

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Why David

The Person Behind the Books.

30 years making complex systems run without failure. First in enterprise technology. Now in your books.

I'm a Certified QuickBooks ProAdvisor based in Maple Park, IL — Bears Nation. I serve skilled trades businesses in the Fox Valley, DeKalb County, and beyond. Local. Accessible. One of you.

Every client gets a dedicated day. Same day, every week. Your books don't pile up. Your numbers don't lie. And I don't disappear. You're a partner, not a file — and I show up like it.

QB ProAdvisor Level 1 QB ProAdvisor Level 2 QB ProAdvisor Payroll

What colleagues say about David's work ethic and reliability.

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Common questions

Questions, answered straight.

Do I have to switch accounting software? +

Not necessarily. I work with the tools that make the most sense for your business. If you're already on QuickBooks, we stay there. If you want something more modern, we can talk through your options.

What if my books are a mess right now? +

That's exactly what I specialize in. We start with a Catch-up & Clean-up engagement to get everything current, then move into ongoing monthly bookkeeping. You don't have to be organized to get started.

How is this different from my CPA doing my books? +

CPAs are tax specialists. Most don't want to do bookkeeping — and when they do, it's typically as a year-end catch-up, not a monthly service. I handle the ongoing books so your CPA has clean, accurate data when they need it.

What does "guaranteed monthly close" mean? +

Depending on your tier, your books are completed and your reports are delivered by a specific date every month — the 7th, 10th, or 14th. No waiting, no chasing.

Am I locked into a contract? +

Engagements are 12-month terms with a mutual 90-day termination clause. If it's not working for either of us, we have a clean exit.

Your books aren't going to fix themselves.

Two minutes. Free. No sales pitch.

Taking care of the business behind your business.