For accountants
Cleaner tradie files at year end.
I work closely with local accountants and value that relationship. I do the monthly work on trade clients and hand you a clean year. I don't do year end or tax, so the relationship stays yours.
What you can expect
- Accounting and business qualifications: Master in Business, Diploma in Accounting, Diploma in Lean Systems
- Experience of owning a trade business
- A coding conventions document for each client
- A year-end handover pack
- Systems thinking and Xero certified
- AI work with guardrails, double checks and Xero ties that make it safe to rely on
- Tradie Month End checks and reporting
- Year end and tax stay with you
Monthly reportSample Trades Ltd: March 2026 Monthly Report
Net profit for the month$4,327February was a $445 loss
The strongest month since August and a clean finish to the year. Contract income of $58,417 was up 22% on February and the gross margin lifted from 44.8% to 46.5%.
| Line | Mar 2026 | Feb 2026 | Jan 2026 | Dec 2025 |
|---|---|---|---|---|
| Contract income | $58,417 | $47,905 | $51,320 | $44,880 |
| Gross profit | $27,173 | $21,467 | $23,180 | $20,190 |
| Gross margin | 46.5% | 44.8% | 45.2% | 45.0% |
| Net profit / (loss) | $4,327 | ($445) | $1,710 | ($750) |
Corrections in the right period
Corrections are made in the month they belong to, so what reaches you at year end is cleaner. In my experience accountants are pleased with that.
Book a free chat
Have a tradie client who needs this?
Ring or email and we can talk through how the handover would work.
