The fully remote firm serves HVAC, plumbing, electrical, roofing, landscaping, and cleaning companies across the United States with flat monthly pricing, no setup fee, and cloud-based delivery through QuickBooks Online.
GREATER CHARLOTTE, NC, SurePoint Bookkeeping Services, LLC today announced its dedicated focus on QuickBooks Online bookkeeping for home service trade businesses, serving HVAC, plumbing, electrical, roofing, landscaping, and cleaning companies nationwide. The firm delivers monthly reconciliations, transaction categorization, payroll data entry, budget creation, budget-versus-actual variance reporting, financial reporting, and month-end closes under flat monthly pricing with no setup fee and no hourly billing, entirely through QuickBooks Online and secure cloud-based tools. Services are available in both English and Portuguese.
The Problem This Firm Is Built to Solve Trade businesses move fast. Crews are in the field, materials are flowing, and payroll runs on a schedule that doesn't care whether last month's bank statement got reconciled. Bookkeeping tends to fall behind not because owners are careless, but because there's no dedicated process holding it to a deadline.
By the time a slow week arrives, the books can be months behind. QuickBooks Online may already be connected to the bank feeds, but unreviewed transactions stack up, categorization hasn't been touched, and nothing's been reconciled. A CPA asking for year-to-date numbers gets either silence or a file that needs cleanup before it's usable.
That's the situation SurePoint is built around.
SurePoint's bookkeeping services are led by Certified QuickBooks ProAdvisor Paulo Nabuco, whose experience configuring and maintaining QuickBooks Online for home service contractors helps ensure financial records are structured around how trade businesses actually operate rather than relying on generic default account settings.
Home service businesses have a financial footprint that general bookkeeping knowledge doesn't always account for. Material purchases, subcontractor payments, and job-related expenses each need to land in the right category if the numbers are going to tell you anything useful about where the money actually went. When the categorization is off, the margin picture gets distorted, and decisions get made on numbers that don't reflect reality. Consider a typical situation: a roofing company doing steady volume has had no one touching the books for five months. The transactions are sitting in QuickBooks, but nothing's been reviewed or reconciled. When the owner wants to apply for an equipment line of credit, there's no clean financial statement to hand to a lender. The catch-up process takes time precisely because accuracy matters more than speed. Getting five months of records the right way means touching every transaction, resolving every discrepancy, and producing a file the CPA can work from without doing their own cleanup first.
That's not a scenario SurePoint invented. It's what happens when bookkeeping has no consistent owner.
What the Monthly Service Delivers Each month, SurePoint closes the books. Transactions are reviewed and categorized, payroll data entry is maintained, budgets are created and compared against actual performance, bank and credit card accounts are reconciled, and financial reports are produced through QuickBooks Online. Every engagement follows a consistent monthly process designed to keep records accurate, current, and useful for both business decisions and tax preparation.
The value isn't in any single month's close. It's in the same process running correctly month after month, so the records are always current and the numbers are always usable. SurePoint also offers catch-up bookkeeping as a separate engagement for businesses that are behind on their records. The catch-up comes first. The ongoing monthly service begins once the books are current. One honest note on that sequence: the further back the records go, the longer the catch-up takes. That timeline is set by the volume of work, not by an arbitrary schedule.
SurePoint does not provide tax preparation, accounting, or consulting services. The firm handles bookkeeping, which means accurate, organized, reconciled records that are ready when the people who handle taxes and financial decisions need them.
Every client engagement follows the SurePoint Method: Catch Up → Stay Clean → Know Your Numbers. The process begins by bringing historical records current, continues with consistent monthly bookkeeping, and culminates in financial reporting that helps business owners understand performance and make informed decisions throughout the year.
Pricing and Delivery Monthly pricing starts at $300. Most clients fall in the $500 to $1,200 range depending on transaction volume and engagement scope, and some complex engagements run above $1,500. There's no setup fee. The scope is defined before the engagement begins, and the monthly rate stays consistent. There's no hourly billing and no invoice that comes in differently from month to month. Work is performed by Certified QuickBooks ProAdvisor Paulo Nabuco and delivered entirely through QuickBooks Online using secure cloud-based systems. Clients receive bookkeeping support in both English and Portuguese.
All work is delivered remotely through QuickBooks Online. There's no paper process, no in-person requirement, and no geographic limitation. A cleaning company in Texas and a plumbing operation in Ohio get the same service as a contractor based in North Carolina.
About SurePoint Bookkeeping Services, LLC SurePoint Bookkeeping Services, LLC is a fully remote bookkeeping firm specializing in QuickBooks Online bookkeeping for home service trade businesses throughout the United States. Led by Certified QuickBooks ProAdvisor Paulo Nabuco, the firm provides monthly reconciliations, transaction categorization, payroll data entry, budget creation, budget-versus-actual variance reporting, financial reporting, and month-end closes for HVAC, plumbing, electrical, roofing, landscaping, and cleaning companies. SurePoint offers flat monthly pricing with no setup fee and provides services in both English and Portuguese. Catch-up bookkeeping is available for businesses that need to bring their records current before beginning ongoing monthly service. Learn more at https://surepointbookkeeping.com/.