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Bookkeeping Services

Class & Project Tracking

Profitability by location, project, or line of business.

Call (310) 800-4494Book a Free Consultation

Remote bookkeeping — monthly close, cleanup, and books ready for your CPA.

A single company-wide P&L hides the thing you most want to know: which part of the business actually makes money. One strong location can mask two weak ones for years.

At a glance

Segment-level P&L

See which location, project, or line of business actually earns.

Structure that fits

Designed around how you really run the business, not a generic template.

Consistent overhead

Shared costs allocated on one defensible basis, so segments compare fairly.

Maintainable

Detailed enough to drive a decision, simple enough that it stays accurate.

What we handle

  • Design a class or project structure that matches how you actually run the business
  • Code transactions to the right segment as they are entered
  • Allocate shared overhead on a consistent, defensible basis
  • Produce segment-level profit and loss reporting

Problems this fixes

  • One blended P&L that hides which segment is losing money
  • Class structures so granular nobody maintains them
  • Overhead allocated inconsistently, so segment margins are not comparable

What you end up with

You can see which location, project, or line of business is carrying the others.

We keep the books. You run the business.

Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.

Call (310) 800-4494Book a Free Consultation
View pricing

How It Works

1

Free review

We look at where your books actually stand — no obligation, no charge.

2

Scope and quote

You get a fixed price or a package recommendation before any work starts.

3

We do the work

Inside your accounting file, so you can see everything as it happens.

4

Ongoing close

Books stay current month to month, ready for your CPA at tax time.

Class & Project Tracking — Frequently Asked Questions

How granular should this be?

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Granular enough to drive a decision, and no more. Structures that are too detailed stop being maintained, which is worse than not having them.

What is included in class & project tracking?

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Design a class or project structure that matches how you actually run the business; Code transactions to the right segment as they are entered; Allocate shared overhead on a consistent, defensible basis; Produce segment-level profit and loss reporting. You can see which location, project, or line of business is carrying the others.

What problems does class & project tracking solve?

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Most often: one blended P&L that hides which segment is losing money; class structures so granular nobody maintains them; overhead allocated inconsistently, so segment margins are not comparable. A single company-wide P&L hides the thing you most want to know: which part of the business actually makes money. One strong location can mask two weak ones for years.

How much does class & project tracking cost?

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Monthly packages start at $200 and scale with transaction volume and complexity; project work such as cleanup is quoted at a fixed price after a short no-obligation review. You know the number before any work begins — see the pricing page for current tiers, or book a free consultation for a recommendation based on your actual books.

Related

All bookkeeping servicesPricingIndustries we serve

Talk through class & project tracking

The consultation is free, and you will leave it knowing what the work involves and what it costs.

Book a Free ConsultationView Pricing
  • Done-for-you
  • Solo or group
  • Nationwide

Get Started

The fastest way is to call. If you prefer, you can book online below.

(310) 800-4494
or

Book Online

Share your details and preferred availability.