For CPA Firms
Your trades clients need monthly bookkeeping. We handle it, you keep the relationship.
A referral partnership built around one problem: trades clients — electrical, HVAC, plumbing, general contractors — who show up at year-end with a shoebox, and it costs your firm hours you didn't bill for. We keep their books clean all year, so what lands on your desk is ready to file.
Why this matters to your firm
Most bookkeeping issues with trades clients aren't caused by carelessness. They're caused by not knowing how contractor transactions actually get coded. Job costing, WIP, equipment vs. expense, holdback. It adds up to messy files that take your team extra hours to untangle before you can even start the return.
Bricked Bookkeeping specializes only in trades businesses in the $500K–$2M range. Clients you refer come to you with clean, reconciled books, categorized the way your firm actually needs them. This means less cleanup, faster turnaround, and a client who isn't frustrated by April.
How the partnership works
You refer a trades client who needs monthly bookkeeping
No formal handoff process required. A name and a warm introduction is enough to start.
We take over day-to-day bookkeeping
Monthly reconciliation, job costing, payroll support, and reporting that's built specifically around how trades businesses operate.
Your firm stays the client's accountant of record
We don't offer tax filing, advisory, or CPA-designated services — that stays entirely with you. We're the bookkeeping layer underneath your work, not a competitor to it.
You receive clean, reconciled files at year-end
Ready for review and filing, with a direct line to us if anything needs clarifying.
What stays with you vs. what we take on
Stays with your firm
- Tax filing and planning
- CPA-designated advisory
- The client relationship and billing for your services
- Year-end review and sign-off
Handled by Bricked
- Monthly bookkeeping and reconciliation
- Job costing and WIP tracking
- Payroll support
- Ongoing financial reporting for the owner
Why trades bookkeeping specifically
Alongside running Bricked, I work as an Accounts Payable Manager for a compression and electrical service company in oilfield services — so I see, from the inside, exactly how large companies process and categorize contractor invoices before they get paid. That's the same standard trades clients' books get held to here.
Let's talk about your trades clients
A short call is enough to see whether this is a fit — no obligation, no pressure to commit to anything on the first conversation.
Book a 15-minute callBricked Bookkeeping · Edmonton, AB · brickedbookkeeping.com