Recommended Services
These are services and partners I have personally vetted and recommend to my clients. Some links are referral links — I only share resources I genuinely believe will help your business.
Need to pay employees or contractors? ADP is one of the most trusted payroll platforms in the country. As an ADP partner, I can connect you with the right plan for your business size and needs. Fill out the form and I'll help guide you through the process.
📄 Get Started with ADPWhen your business needs tax planning, financial strategy, or CPA-level expertise, Blue Heron CPAs is a trusted firm I recommend to my clients. Their team works with small business owners to navigate tax compliance, year-end reporting, and long-term financial planning — a natural complement to day-to-day bookkeeping.
Jobber is the go-to field service management app for trades businesses — scheduling, dispatching, quoting, and invoicing all in one place. It integrates directly with QuickBooks Online, meaning your job data flows straight into your books without manual entry. Ideal for HVAC, plumbing, landscaping, and electrical companies.
If your trades business runs vehicles — service trucks, vans, trailers — Motive gives you real-time GPS tracking, driver safety monitoring, and automated IFTA mileage logs. That means accurate job costing, lower insurance premiums, and no more manual mileage logs eating into your day. Motive connects driver activity and vehicle data directly to your operations, so the numbers your bookkeeper sees are always backed by real records. It's a must-have for HVAC, plumbing, electrical, tow truck, and landscaping companies running any size fleet.
HouseCall Pro is a user-friendly option for smaller trades businesses looking to streamline scheduling, estimates, and invoicing. It integrates with QuickBooks Online and is a solid choice for owner-operators just getting started with field service software.
If you're already using Jobber, Motive, or HouseCall Pro, Debbie can set up and maintain the sync to QuickBooks Online so your field workflow and your accounting are always in agreement. No double entry, no mismatched records.
⚠️ Referral Disclosure
Some links on this page are referral or partner links. This means I may receive compensation if you sign up through these links — at no extra cost to you. I only recommend services I genuinely trust and would recommend to my own clients regardless of any compensation.