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Let's Talk About Your Numbers

You don’t need more reports just for the sake of having reports.

You need to know whether the numbers you’re looking at reflect what’s actually happening in the business, and whether you can trust them enough to make the next decision.

Book Your Free Fit Call [+]

Whether you’re looking at job numbers that don’t quite make sense, trying to figure out why QuickBooks isn’t matching what’s happening in the field, or just ready for a second set of eyes, you’re in the right place.

Choose the option below that fits what you need today.

Choose How You Want to Start

Option 1: 15-Minute Fit Call
A quick phone call to talk about what’s happening in your business, your goals, and any concerns you have about your numbers.

If we both think a closer look would help, we can either schedule a Google Meet File Peek afterward or you can invite me into QuickBooks so I can review it and send you a walkthrough.

Book the 15-Minute Fit Call

Option 2: 45-Minute Fit Call + File Peek
Want to do it all at once?

We’ll meet on Google Meet, talk through what’s going on, and then you’ll share your screen so we can take a live look at your QuickBooks file together.

Please be logged into QuickBooks Online before joining the meeting.

Book the 45-Minute Fit Call + File Peek

Not sure which one to choose? Start with the 15-minute call.

QUICK ANSWERS

  • Not in Texas? No problem. I work remotely with contractors across the U.S.
  • What software do you work in? QuickBooks Online is my main platform. I’m open to Xero too, but it may take a little longer.
  • Do I need to switch bookkeepers? No. I can work with the person you already have if that makes sense.
  • How does pricing work? Pricing depends on what you actually need. We’ll figure that out after the Fit Call.

Have a quick question?

Join the email list for invitations to Office Hours.

Sometimes you don’t need a full call.

You just have a QuickBooks question, something in the numbers doesn’t make sense, or you need somebody to point you in the right direction.

Office Hours are available to people on my email list.

Drop in, ask your question, and I’ll help if I can.

If I need to see something specific, we can move into a private virtual room and take a closer look.

  • Ask a quick QuickBooks or bookkeeping question.
  • Get pointed toward the right report, setting, or resource.
  • Get help figuring out what to look at next.
  • Move into a private room if we need to look at something specific.
  • Join the list and I’ll send you the next Office Hours invitation.

Drop your email below and I’ll send you the next Office Hours invitation.

Not sure your reports are telling you the whole story?

Start with a free Fit Call.

We’ll talk about what’s happening in the business, what you want your numbers to help you answer, and anything that doesn’t seem quite right.

If it makes sense to look at the books, you can add the optional Do We Have a Problem?™ System Scan.

We can either look through QuickBooks together on a video call, or you can invite me into the file afterward.

If I review it on my own, I’ll send you a screen-recorded walkthrough of what I found, and we can schedule a follow-up to talk through it.

The goal is simple:

Do we appear to have a problem, and where should we look next?

Book Your Free Fit Call [+]

📩 Everything Else

Just need to ask a quick question or send a message? I check these daily during the week and will get back to you as soon as I can:

  • Email: joni@mylogicalbooks.com
  • LinkedIn: www.linkedin.com/in/jonibooks
  • Facebook: www.facebook.com/jonibooks

Common Questions

Do you only work with Texas contractors?
  • No. I’m based in Texas, but I work remotely with residential builders, remodelers, and other contractors across the U.S.
  • QuickBooks Online is where I have the deepest experience and where I can usually work the fastest and most efficiently.
    If you’re already in a well-established Xero setup, I’m open to taking a look. It may just take me a little longer because I don’t have the same amount of time in Xero that I do in QuickBooks.
  • It depends on what we find and what level of help you need. Some companies need cleanup. Some need a better system. Some already have the right person and just need support around them. We’ll start with the Fit Call, and if we need to go deeper, I’ll explain the next step and the pricing before you commit to anything.
  • It depends on what we find and what level of help you need. Some companies need cleanup. Some need a better system.
    Some already have the right person and just need support around them. We’ll start with the Fit Call, and if we need to go deeper, I’ll explain the next step and the pricing before you commit to anything.
If you are ready to get off the bank-balance rollercoaster and want a second set of eyes to take a look at your situation, let's talk.

Not sure your reports are telling you the whole story?

Start with a quick conversation and, if it makes sense, a closer look at your QuickBooks. You can either:

  • Start with a 15-minute Fit Call and decide from there whether we should look at the file.
  • Book a 45-minute Fit Call + File Peek and do the conversation and screen share together.
Choose How You Want to Start

Not sure which one you need? Start with the 15-minute call.