You run the job, buy the materials, keep the tools moving. The last thing you want to do at the end of a long day is type receipt information into a spreadsheet. So you don't. Until April.
Home Depot receipts in three different pockets. Lumber yard invoices on the passenger seat. A fuel receipt from last Tuesday that may or may not still exist.
A box — or a bag, or a drawer — where receipts go to be found later. "Later" becomes December. December becomes a project.
Your CPA asks for categorized expenses. You hand them a stack. They hand back a bill for the sorting time.
QuickBooks felt like overkill. You don't have inventory. You don't have employees. You have job costs and a Schedule C.
You outgrew the spreadsheet. You never needed QuickBooks. There's a middle that was built for how you actually work.
Pull out your phone, snap the receipt. It goes to a folder on iCloud, OneDrive, or Google Drive. You're back in the truck in 30 seconds.
Once a week or once a month — your call — upload the photos to Bookkeeping-OCR. The software reads vendor name, date, and total from the image. You review, confirm, assign a category. Done.
By December 31st, your expenses are categorized, your receipts are on file, and your P&L is ready to hand to your CPA. No scramble. No reconstruction project.
Assign expenses to projects or clients. Know what a job actually cost — not just what you charged. Home Depot, the lumber yard, the plumbing supply house — all in one place.
Track every fuel receipt, repair, and vehicle expense by payment method. Your truck is your office — its costs belong in your books.
Record tool and equipment purchases when they happen, so they're in the record at tax time. No digging through bank statements in March.
Record payments when you receive them, linked to the client. Know who owes you and how each job performed against its costs.
Liability insurance, licensing fees, bonding — categorized and on record as deductible business expenses, not overlooked personal ones.
Hand your accountant a categorized expense summary and P&L, not a box of paper. Export to CSV or Excel with one click.
Most software charges you every month, forever. Bookkeeping-OCR is a one-time purchase — $119 introductory price, perpetual license. You don't pay again next year. Or the year after.