Bookkeeping · monthly service · cleanup · for trade business owners
You didn't go into business to reconcile accounts at 10 p.m. I'm Kyle Castle, and I handle the books for HVAC, landscaping, painting, and trade owners — cleaned up, reconciled every month, and always ready for taxes, a lender, or your next decision. You run the business. I'll run the numbers.
Free 30-minute call · pick a time that works for you
The problem you can see
Bank feeds full of "Uncategorized." Months nobody reconciled. Receipts in the truck. The books only get touched when someone (like the tax preparer) forces it.
The problem you feel
The P&L says one thing, the bank account says another. You're making hiring, pricing, and equipment decisions on numbers you're not sure are true.
What we believe
Every hour you spend on the books is an hour you didn't bill. Bookkeeping isn't your job — it's a system that should run without you, handled by someone who knows what owners like you need from it.
Get The Small Business Owner's Tax Checklist — the 12 things to have in order before your tax preparer asks, plus the deadlines that actually matter. Instant PDF, no strings.
Download the Free Tax ChecklistFree 30-minute call. We look at where your books stand today and what it would take to get them where they need to be.
Once you're a client, you get your own secure online portal (powered by Intuit) — statements, receipts, and accountant access to your QuickBooks all go in one place. No passwords in texts, no shoebox handoffs.
Accounts reconciled, transactions categorized right, and a plain-English summary of what the numbers are telling you — so every month is tax-ready and decision-ready. No year-end scramble.
I'm Kyle Castle, a QuickBooks Online ProAdvisor and the owner of Coastal Trust Business Advisors. Before I did this work, I spent 13 years on the lending and banking side of small business — reviewing financials and approving, or declining, the loans behind companies like yours. I've seen exactly what messy books cost an owner, and exactly what clean ones unlock.
I work with HVAC, landscaping, painting, plumbing, and other trade business owners — owners whose books are messier than a W-2 employee's and who deserve a bookkeeper who already speaks the language: job costing, equipment, crew classification, and seasonal cash flow.
You're the expert at your trade. My job is to make sure the back office never becomes the reason a good business struggles. I bring the map — you drive the business.
With a guide
Going it alone
Depends on your volume — transaction count, accounts, crews. The first call is free, and you'll get a clear flat monthly quote before any work starts. No hourly surprises.
Yes — honestly, that's most first calls. Cleanup is part of the work, not a reason to judge. Bring me the shoebox; I've seen worse.
Minutes, not hours. Documents go into your secure portal, bank and card feeds do the heavy lifting, and I handle the rest. You'll get a short, plain-English summary of what happened and what it means.
No. Some clients have me handle everything monthly; others keep their tax preparer and hand them clean books at year-end. We'll figure out the split that serves you.
Really free, really 30 minutes. We'll look at where your books stand and I'll tell you plainly whether I can help and what it would cost. If I'm not the right fit, I'll tell you that too.