We take bookkeeping off your plate and keep it clean — so you never touch QuickBooks again. Then, every month, we sit down with you and explain what your numbers actually mean.
A snapshot of what we deliver — every month, in plain language.
Most contractors we meet are somewhere on this list. None of it means you did anything wrong — it just means the books outgrew the shoebox.
Expenses live in the glovebox, the text thread, and your memory — and somehow you're supposed to reconcile it all at month-end.
The books haven't been touched in a while, and every month you put it off makes the pile — and the anxiety — a little bigger.
Work is steady and the bank account looks okay, but you couldn't say which jobs are actually profitable and which are quietly bleeding.
1099s, deductions, and a shoebox of paper you hand your CPA in April — hoping there are no expensive surprises.
You run the crews and the jobs. We'll run the books — and tell you what they mean.
Most owners are behind on their books and stressed about it every month. We fix the root cause — then turn your financials into decisions.
We rebuild your chart of accounts, set the bank rules, and automate document capture so categorization stops being a monthly fire drill. Reconciled and closed on schedule, every month.
Numbers only help if you understand them. We meet with you each month and walk through what your financials are telling you — with 2–3 specific recommendations you can act on.
We set up job-level costing so you can see the profit on every project — not just a company total. Which jobs to bid more of, which to stop taking. Built for how trades actually work, not generic bookkeeping.
A simple, proven path — no accounting degree required on your end.
A quick, no-pressure conversation about your setup and what's frustrating you most. No pitch, no jargon.
We get into your QuickBooks and review it independently, then bring you a clear picture of what's really going on.
We fix the books and build the automation so they stay clean — the part that keeps recategorization from coming back.
Every month: reconciled financials, delivered on time, plus a review call that turns them into action.
Not sure how bad (or good) your books really are? We'll review your QuickBooks Online file and give you a straight answer — before you spend a dollar.
We serve service-based small businesses of all kinds — but our sharpest fit is the trades.
"Most owners have never had anyone sit down and walk them through what their numbers are actually telling them. Watching the lightbulb go on — that's the best part of this job."
Pick the level of support that fits where your business is right now. Every plan starts with clean books.
Books done right, every month.
Clean books plus someone in your corner.
A fractional controller on your team.
Most engagements begin with a one-time onboarding & cleanup ($750–$2,500, scoped to the condition of your books). Final pricing is set after your diagnostic — anchored to your actual situation, never a guess.
JMH Financial Solutions is run by Josh and Markell Hadlock. We're small on purpose — you work directly with the owners, not a rotating support queue.
Josh brings two decades of accounting and finance leadership, including hands-on controller experience in the energy and contracting world. Markell brings 13 years of professional bookkeeping. Together, we handle the whole picture: clean delivery and the strategic read on top.
But clean books are just the starting point. What sets us apart is what comes next — each month we read the numbers with you, flag what's working, and hand you two or three specific moves to grow: your pricing, your job mix, your cash timing, and where your margin is really coming from. It's the fractional-controller layer most trades businesses never get — without the cost of a full-time hire.
~20 years in accounting & finance. Leads diagnostics, growth strategy, and the monthly advisory review.
13 years of professional bookkeeping. Owns the monthly close, reconciliations, and delivery.
That's exactly what we're built for. We start with a one-time cleanup to get everything current and accurate, then put systems in place so it stays that way. You won't be judged for the state of your books — most of the clients we love started right there.
No. We work in QuickBooks Online, which most of our clients already use. If you're on it, we plug right in. If you're not, we'll tell you honestly whether a move makes sense for you.
Two things. First, we fix the root causes — chart of accounts, bank rules, document flow — so recurring miscategorization stops. Second, we don't just hand you reports; we sit down each month and explain what they mean, with specific recommendations. Most bookkeepers stop at the numbers.
A short, plain-language walk-through of your financials: how the month went, what's trending, and 2–3 concrete things you can do to keep moving toward your goals. No jargon, no lecture — just clarity you can act on.
We keep your books tax-ready and coordinate directly with your CPA at tax time — and if you need one, we can introduce you to a trusted partner from our CPA referral network. For payroll and sales tax, we act as your liaison with the specialists who file them, so everything stays compliant without adding risk. You get one financial point of contact, without us pretending to be everything.
Book a free consultation. It's a relaxed conversation about your setup and what's frustrating you — no pitch and no pricing pressure. If it looks like a fit, the next step is a diagnostic where we review your books and come back with a clear plan and price.
Start with a free QuickBooks diagnostic. We'll review where you stand and whether we're the right fit — no obligation, no jargon, and you work directly with us start to finish.
Prefer we reach out? Send us a message instead.
Or reach us directly at josh@jmhfinancialsolutions.com · markell@jmhfinancialsolutions.com