Proactive Bookkeeping for Trades Businesses in San Diego.
Cash-basis QuickBooks Online, run by a real person — not an app, not an offshore queue. 100% virtual, so you never leave the job site for a meeting.
Built for Businesses That Run on Job Sites, Not Spreadsheets
Is your bookkeeping a shoebox of receipts? Has your QuickBooks file sat untouched since March? You're not alone. Civita provides monthly bookkeeping for plumbers, electricians, HVAC techs, and other trades businesses. You get clean, accurate books — no full-time hire needed.
A real person does your books, not an offshore data-entry team. You pick the level of support your business needs today, and add more as you grow.
Work in a specific trade? We have pages for plumbers, HVAC contractors, and electricians.
More Time on the Job
We handle the books. You focus on the work.
No More Guessing
Know exactly where your business stands, every month.
Tax Season, No Scramble
Your books are ready when tax season hits.
Three Levels of Support, Starting at $450/Month
Pick the level of support that fits your business today. Every plan uses cash-basis bookkeeping in QuickBooks Online. No payroll. No extra software you don't need.
Essential Bookkeeping
Best for 1099 contractors and sole proprietors who need clean, accurate books without the extra analysis.
- Monthly bank and card reconciliation
- Expense categorization with bank rules
- Monthly financial statements, delivered as an easy-to-read snapshot
Growth Bookkeeping
Best for growing businesses that need to understand their numbers, not just record them.
- Everything in Essential Bookkeeping
- Entity structure guidance
- Quarterly performance review — how you're trending and what it means
- Cash flow forecasting
- 1099 prep, filing, and W-9 collection support
- Loan and asset tracking
Full-Service Bookkeeping & Accounting
Best for established businesses that want ongoing, proactive guidance built into the relationship.
- Everything in Growth Bookkeeping
- Custom reports and KPI dashboards
- Quarterly tax estimate calculations
- Continuous messenger support, with responses within one business day
- Monthly Loom video walkthrough of your numbers
- 60-minute quarterly strategy meeting
- IRS-ready books, prepared for your tax return
Behind on your books? Catch-up and cleanup work is available as an add-on service, priced based on complexity — no two catch-ups look the same. Get in touch for a quote.
Frequently Asked Questions
How much does bookkeeping cost for a small business?
Civita's plans start at $450 a month for solo owners who need clean books. Plans go up to $1,000 a month for businesses that want more strategy and guidance built in. See the three plans above for what's included at each level.
What's the difference between bookkeeping and accounting?
Bookkeeping is the record — tracking transactions, building statements. Accounting is what you do with that record: reviewing performance, planning cash flow, prepping for taxes. Civita's Growth and Full-Service plans include both. You won't pay two companies to talk to each other.
Do you work with trades and field-service businesses specifically?
Yes. We work mostly with plumbers, electricians, HVAC contractors, and roofers. Everything runs on QuickBooks Online, simple and cash-basis. We don't handle payroll.
What if I'm behind on my books?
That's common, and we can help. Catch-up and cleanup work is priced separately, based on how much needs to be done. Reach out for a quote before you commit to a monthly plan.
Is tax return preparation included with bookkeeping?
No. Bookkeeping and tax prep are two separate services with separate pricing. You won't pay a monthly fee for a return you only file once a year. See Tax Preparation Services for per-return pricing.
Need your tax return filed too? Tax prep is priced separately, per return — no monthly plan required.
See Tax Preparation Pricing →Let's Talk.
Every business's books are different. A quick conversation tells us if we're the right fit — and starts the process if we are.
Book a Free Consultation