GET CLEAR ABOUT YOUR MONEY

A done-for-you financial review, built for Contractors who want to keep more cash and save time—without doing more work.

YES, you read that right. For a limited time get a crystal clear understanding of where your business financials are for FREE!

DO BUSINESS WITH CONFIDENCE.

You didn’t start your business to become a bookkeeper… but somehow your weekends are filled with receipts, guessing at reports, or straight-up ignoring it all until tax time. Pinpoint where your money’s leaking—and set your business on the path to bottomline success.

YOUR BUSINESS IS WAITING

FOR A LIMITED TIME, GET OUR BLUEPRINT TO BOTTOMLINE FINANCIAL REVIEW FOR JUST ZERO DOLLARS (A $1889 VALUE)

Complete QuickBooks Diagnostic
of Income Statement, Balance Sheet, and Statement of Cash Flow Reports ($497)
Customized Readiness Reset: Actionable plan to get your books back in shape ($249)
One-on-One Financial Review ($797 value)
Priority Fixes Report to kickstart the process an get quick wins ($97)
Project Profitability Assessment: Two recent projects broke down side by side ($249)

“Worth every penny. Jamee’s report uncovered money in missed deductions, I can now pay myself more and she fixed years of records.”

— Brandon T., Custom Home Builder

HI THERE, I'M JAMEE

And I understand how losing sleep over finances can feel, because I’ve been there too.

In fact, that’s why I work with trade service businesses. Stress, panic, and headaches shouldn’t be the job. Striving each day, “hoping everything comes together”, is awful.

It’s rewarding when you grow in confidence and profit. You deserve a strong healthy business and better sleep at night.

With the right plan, you can make smart financial decisions, stay compliant, and be confident in what your paying yourself. Starting a business was to get more time with family not longer hours.

As a trade gal myself, I also manage a house filled with 6 future tradesmen and believe it or not, it's possible to run a business and keep your sanity.

So, if you’re tired of the financial misery, then adding a bookkeeping professional like me to your team is necessary.

While financial transformation isn’t for everyone, if you’re ready to take charge, you’re in the right place!

“You created order from disorganized finances. I appreciate how you've invested time in understanding the specific needs of our business and customized solutions that made sense.”

— Rhea D., Entrepreneur

GET THE TOOLS YOU NEED TO SUCCEED WITH THESE BONUSES

Running a trade service business doesn't mean more hours, more headache, more stress. You can run your business confidently when you know
where the gaps are, and what to fix first—no commitment, no non-sense.

BONUS #1

Customized Readiness Report

Our Customized Readiness Report is your plan to getting the books back in shape after your Blueprint to Bottomline Diagnostic Review.

FOCUS

We focus on correcting what’s been holding your numbers back—so you can move forward with accurate reports, clean records, and full financial control.

CLARITY

It’s not just a cleanup. It’s a reset for clarity, confidence, and better decision-making.

BONUS #2

One-On-One Financial Meeting

After your Blueprint to Bottomline Financial Review is complete, it’s time to sit down one-on-one and walk through the story your numbers are telling.

BREAKDOWN

We’ll break down what’s working, what’s costing you, and where your biggest financial opportunities lie.

UNDERSTANDING

You’ll leave this review with crystal-clear next steps, whether that’s a cleanup, monthly support, or just sharper insights to steer your business forward.

ACTIONS

This isn’t just a review—it’s the turning point where your numbers start working for you.

BONUS #3

Priority Fixes Report

These are your top-priority financial fixes—based on what we uncovered in your Blueprint to Bottomline Financial Review. Each one is a fast, high-impact move to tighten up your numbers, reduce stress, and protect your profit.

YOUR FASTEST PATH TO FINACIAL CLARITY

These action items are based on real findings from your Blueprint to Bottomline Financial Review

HIGH-IMPACT FIXES

We’ve narrowed it down to the most urgent areas that are costing you money or creating confusion.

IMPLEMENTED QUICKLY

Whether you tackle them with us or in-house, these are your best first moves toward better control and profit.

BONUS #4

Project Profitability Assessment

Included in your Blueprint to Bottomline Financial Review we'll demonstrate the power of job costing.

REVIEW

This assessment compares two of your recent projects to spotlight profit leaks, job cost inconsistencies, and billing inefficiencies.

COMPARE

This assessment is built around what successful contractors need to lock in strong financial systems. Customized to your specific situation based on what we find in your review.

VISUALIZE

You’ll see exactly where one job out performed the other—and walk away with targeted fixes to tighten up your financial performance across the board.

THIS SPECIAL OFFER ENDS IN

“This should’ve cost more. If you’re serious about growing your business, don’t skip this.”

— Jordan S., Electrician

YOU'RE ONE REVIEW AWAY FROM CLARITY AND CONFIDENCE

Let’s Talk Real Life For a Second...

SKIP THE REVIEW

Guessing at your numbers
Undercharging or missing expenses
Flying blind financially
Stuck in stress mode

GET A REVIEW

Clarity on what’s broken
Know exactly where your money’s going
More confidence, less chaos
Peace of mind when quoting and planning

"I've known Jamee for several years and the more I get to know her, the more I love her. She gives of her time and energy generously, not afraid of a challenge, and is a blessing and benefit to anyone who has her in their world."

— Pam M., Content Creator

FREQUENTLY ASKED QUESTIONS

What exactly is a Diagnostic Review?

It’s like a checkup for your business books. We pop the hood, look at your financial systems, processes, and reports to see what’s working, what’s not, and where the leaks are. It’s not just about finding mistakes—it’s about understanding the bigger picture.

Who needs one?

Any business that’s growing, pivoting, or just feels like something’s off in the numbers. If you’re guessing instead of knowing? Yeah, you need one.

What do you look at during the review?

Everything from your chart of accounts and reconciliations to transaction categories, software setup, payroll treatment, and reporting. If it touches your money, we’re inspecting it. Not judging—just getting clarity.

Is this gonna feel like an audit?

Whoa, good news—this is not the IRS. This is diagnostic, not punitive. It’s private, supportive, and practical. Think of it like bringing your books to a seasoned builder who’s on your side.

How long does it take?

Anywhere from 5-21 business days, depending on how complex your setup is and how fast we get access. We move quick, but we don’t cut corners.

Will I get a report afterward?

You bet. You’ll get a detailed breakdown of what we found, why it matters, and clear recommendations for next steps. Communicated in real language you can act on.

Will this work for my situation and time?

Yes—if you’re a contractor using QuickBooks, I speak your language. This isn’t a cookie-cutter report. Your time is valuable, you send me access—I do the review. Your time investment: under an hour. The ROI? Way more.

Do you fix the problems too?

Depends. Some folks take the report and DIY it. Others want me to handle cleanup and ongoing support. Either way, you’ll know exactly what needs fixing and what it’ll take.

Is it worth the investment?

If you’re tired of guessing, missing tax deductions, or unsure if your books are helping or hurting you—then yes. A solid diagnostic can save you money, time, and headaches down the road.

I’m embarrassed by how messy my books are…

Perfect. That’s exactly why this review exists. I’ve seen it all—nothing surprises me.

Finance systems may feel like a foreign language, but, without clear processes for estimating, invoicing, tracking expenses and forecasting, it’s easy to lose control.

STOP THE ENDLESS LOOP OF UNCERTAINTY

Running out of cash
Not having enough money in the bank to cover payroll, pay suppliers, or handle unexpected repairs can quickly create stress and instability. Seasonal slow-downs can also leave you scrambling for funds when business slows and expenses don’t.
Unpredictable cash flow
Slow-paying clients, disputed invoices, and uncertainty about when payments will actually hit the books can create frustrating cash flow gaps.
Tax time terror
It’s tough to grow when you don’t know which jobs are profitable and can’t easily track materials, labor, and overhead on each project.
Profit margin mystery
When you’re not sure which jobs are making money—or bleeding it—and tracking materials, labor, and overhead feels like a guessing game, your profit margins stay a mystery.
No safety net
Running without an emergency fund for breakdowns or delays—and constantly worrying what you’ll do if a big client backs out last minute—leaves you with no real safety net.

CHANGE YOUR REALITY!

NO RISK INVESTMENT

Use My Service For FREE

I offer this service free because it's a stepping stone toward putting more cents per dollar in your pocket to fund the life you envision. Take advantage of this.

Let Me Know What You Think

I love the trades having been raised by them and raising 6 future tradesmen myself, this is my heart and I want to see every Contracting Entrepreneur thrive with the financial health of their business so tell me what would make it better.

Leave Me a Stellar Review If I Earned It

Tell your friends, family, and even strangers on the internet about your experience with me and the work we did.

OUR GAURAUNTEE

1. Freedom & Control

A business that runs on your terms, with systems in place so you can step away without everything falling apart.

2. Better Income & Stability

A predictable pipeline of profitable jobs that covers overhead, pays you a solid salary, and funds growth reserves.

3. Financial Clarity & Confidence

Real-time highlighting which jobs are winners (and which are money pits), clear forecasts that eliminate cash-flow headaches, and zero surprises at tax time.

READY TO GET STARTED?

This Isn’t Just a Report—It’s a Wake-Up Call (That Pays for Itself)

THIS SPECIAL OFFER ENDS IN: