Call (218) 590-5611
Call (218) 590-5611
TradeBooks builds your plan, tracks the daily activity, and reports the truth with a weekly dashboard showing sales, production, profit, and what needs attention.
Build the habit of knowing the numbers, seeing problems early, and acting with confidence.
Spend energy on decisions and action - not gathering data, questioning accuracy, or reacting late.
Who Is This For?
You're working harder than ever — but you can't trust your reports, your overhead is a guess, and your profitability is a mystery until year-end.
QuickBooks reports are only as accurate as what's been entered. Unallocated transactions mean your P&L could be off by hundreds of thousands.
Estimating with a guessed overhead % means you could be pricing every job at a loss. You need a plan — not a hunch.
Tax bills, slow receivables, and payroll crunches pile up when there's no forecasting system telling you what's coming weeks ahead.
Platform & Features
See your weekly, monthly, and YTD performance vs. plan — with drill-downs into every variance before it becomes a crisis.
Build a realistic sales plan by season, track your lead-to-sale lag, and know exactly when revenue will land in your account.
Build your overhead plan from real transactions — then track actuals against it every month so your estimates are always accurate.
Know your cost per lead, revenue per lead, and closing ratio — broken down by paid vs. organic source — so you spend smarter.
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Businesses over $1M in annual revenue: an additional fee starts at 1.5% of revenue above $1M and decreases at higher revenue volumes.
QuickBooks subscription, CPA, tax filing and payroll are not included.
Join contractors who've replaced spreadsheet stress with real-time clarity. Book a free 30-minute demo — we'll show you exactly how it works with your numbers.
No commitment required. Setup takes days, not months.
QuickBooks records what already happened; TradeBooks, an operating system for contractors, turns those numbers into a plan and shows you plan vs. actual every week. It sits on top of QuickBooks or whatever accounting program you already use, so nothing gets replaced. What changes is that you see sales, overhead percentage, and job profitability against your plan weekly, instead of finding out at year end.
A bookkeeper keeps your books accurate; TradeBooks tells you what those books mean for your business this week. TradeBooks builds your plan for the year and shows sales, overhead, and job profitability against it weekly, so you see problems while you can still fix them. Keep your bookkeeper and handle your own inputs, or have the TradeBooks team allocate transactions for you within 48 hours.
Very little on a managed plan: your team logs a few daily inputs, like new leads, signed sales, and completed jobs, and the TradeBooks team does the rest. That means allocating transactions within 48 hours, keeping your plan current, and building your weekly report. On the self-managed plan, your team handles its own inputs, so expect more office time. Either way, the owner reviews plan vs. actual once a week.
No. Smaller and newer contractors are welcome. Companies started in the last few years are often the best fit, because they can build the habit of knowing their numbers before guesswork becomes the way the company runs. The sweet spot is roofing, HVAC, plumbing, remodeling, electrical, and tile companies doing $1M to $15M a year, but that range is a guide, not a requirement.
No. TradeBooks is month to month with no contracts, and you can cancel anytime. That means TradeBooks has to earn your business every month by giving you numbers you trust and actually use. Because TradeBooks works alongside your accounting program, your QuickBooks file and your books stay yours if you ever leave.
There's no trial, but there is a free 30-minute demo built around your numbers, not a made-up sample company. You'll see what plan vs. actual looks like for a business like yours before you spend a dollar. If you sign up, there's no contract, so you can leave anytime if it isn't earning its keep. Book Your Free Demo.
Setup time depends on your company, mostly on how many jobs you run and how organized your books are today. The steps are the same for everyone. First, TradeBooks builds your plan with you: targets for leads, sales, production, margin, and overhead. Next, your current numbers get entered and organized, and your real overhead is checked against what you assumed. Then weekly plan vs. actual reviews begin.
Messy books are a reason to start, not a reason to wait. Plenty of contractors don't trust their QuickBooks reports because transactions were never allocated to the right jobs or categories. On a managed plan, the TradeBooks team allocates transactions for you, so your numbers get cleaner every week. If you have an older backlog, bring it up on your demo so the team can walk through it.