Books & Back Officefor Contractors & Trades
You handle the job.We’ll handle the rest.
Vantage handles the books and back-office work that piles up while you're on the job. From bookkeeping and job costs to receipts, invoices, paperwork and workflows, your dedicated Vantage team keeps the business behind your work organized and up to date — all through one simple platform built around the way you work.
Health Check
Take a quick 2-minute self-check to uncover potential gaps in your books and back office that could be costing you both time and money.
Book Your Free ReviewA free 20-minute review, no strings — tell us a little about your business and see where Vantage can take the books and back office off your plate.
The work doesn’t end when the job does.
There’s the job — and then there’s everything that comes with it.
And somewhere in the middle of it all,
you’re still trying to answer the questions that matter:
Where did I make money?
What’s still outstanding?
And where could I be doing better?
You didn’t start your business
to spend your nights catching up on paperwork.
See what you’re making — and where it’s going.
Spend less time on paperwork and busywork.
Keep the details from slipping through the cracks.
Stay on top of invoices and what’s still owed.
Get ahead before
you fall behind.
Falling behind doesn’t happen all at once.
It happens one missed estimate, one uncosted
job, and one unpaid invoice at a time.
Opportunities
The estimate you meant to follow up on — but never did.
Margins
The job that wasn’t properly costed — and underpriced.
Revenue
The unpaid invoice that fell through the cracks.
Deductions
The business expenses you paid for — but never tracked.
Pending Estimate RemindersJob-CostingInvoices TrackedReceipts Organized
Clarity today prevents costly surprises tomorrow. Let’s get your business in clear view.
Book Your Free ReviewSimple. Clear. Done for You.
We make bookkeeping and back-office simple — so you can stay focused on the work that pays you.
Receipts, bills, vendor invoices, any job-related paperwork — snap a picture from the truck or scan it at home and upload it right to your Vantage portal. A few seconds, and it’s off your plate.
Your Vantage team organizes what you send, keeps your books up to date, tracks job costs, and handles the agreed upon back-office work — so it doesn't pile up on you.
See your numbers, jobs, documents and what needs your attention right from your Vantage portal — no last minute scrambling to find what you need.
Built around QuickBooks Online, so your books and back office stay connected.
You'll always have a dedicated team member who knows you and your business.
Books & Back Office.
Handled.
From clean, accurate books to an organized and streamlined back office, Vantage gives you the clarity and confidence to move forward — and more time to focus on what matters.
Bookkeeping
- Transactions categorized & QuickBooks kept current
- Bank & credit card reconciliations
- Job-cost tracking
- Monthly close with P&L & balance sheet
- Catch-up & cleanup for messy books
- Year-end, CPA-ready handoff
Back Office
- Estimates tracked, with auto-reminders for easy follow-up
- Snap a receipt — Vantage files it to the right job
- Contracts, permits & paperwork tracked & organized
- Employee logins with scheduling & calendar sync
- Automatic alerts for approaching deadlines
- Portfolio & progress photos, organized for easy reference
Send receipts, documents & photos in seconds.
Your books, jobs & paperwork — all in one place.
Real people. Real help. Just a message away.
Stay ahead of follow‑ups, deadlines & to‑dos.
See what’s happening without digging for answers.
Your books and back office stay connected.
Everything You Need.
Nothing You Don’t.
At Vantage, our first priority is you. We get to know you and your business first — and once we’ve learned what matters most, we find ways to streamline your systems and processes and get you that much‑deserved time back.
We’ll help streamline it.
Have systems and processes already but want a little cleanup? We’re here for that too — we’ll tighten what you have and make it more efficient.
We’ll help build it.
Have a workflow you’d like to implement? We’re happy to help build it from the ground up, around your goals and the way you work.
We’ll help design it.
Sense things are running inefficiently but can’t quite pinpoint it? Give us a call — we’re happy to talk it through and facilitate a solution.
Managed by Vantage. Built Around You.
Book Your Free Review
Two Ways to Work With Us.
Books keeps you current every month. Back Office runs with you every day. Either way — no setup fees, no surprises.
Books that run behind don’t just hurt in April — they hide which jobs are losing you money right now.
Books
- Your feeds flow in. Bank & credit card accounts connect to QuickBooks Online — transactions arrive on their own.
- We book it right. Every transaction categorized to a chart of accounts built for job costing, every account reconciled.
- A question or two. “What was that $840 at Home Depot?” You answer in seconds — no email chains.
- Your snapshot lands. Money in, money out, profit & who owes you — in plain English.
- April? Already handled. Year‑end books arrive CPA‑ready — your accountant gets a clean handoff, not a shoebox.
Back Office
- 7:40 AM — supply run. Snap the receipt, tag the job, back to work. Four seconds in the parking lot.
- By tomorrow, it’s filed. Booked to the right job — in by 3:30 PM, organized by the next business day.*
- Paperwork shows up all day. Contracts, permits, insurance, warranties — filed & findable, not riding around in the truck.
- You always know who owes you. Every invoice tracked — how much, and for how long.
- 5:30 PM — one look before dinner. Every job’s profit, current. “Did I make money on that job?” always has an answer.
*Weekdays — holidays may affect timing.
The monthly rate is the whole price.
After that, we earn your business every month.
Every rate named in your agreement from day one.
Every month you wait is one more to clean up. Catch‑up is a one‑time project: we take a free look at your QuickBooks, give you a real number, and get you current. Then monthly service takes over — and it stays handled.
Not sure which fits? Take the 2‑minute Books & Back Office Health Check — it’ll point you to the right starting place.
Your books. Your back office. Handled.
A free 20-minute review, no strings — see how Vantage can bring clarity, organization, and time back to your day.
It doesn’t get lighter on its own — but it doesn’t have to be yours.
Local support from real people who want to get to know you and your business.