90 days of plumbing books reconciled and delivered — you approve every correction, nothing else required

Plumbers run on cash jobs, supply-house accounts at two or three vendors, and subcontractor payouts that drift out of sync fast. By month-end the books rarely match the bank. TeamShift pulls the last 90 days, reconciles every line against your bank feed, and produces a clean exceptions list for your review. You approve the corrections; the operation posts them reliably. You get clean books and a clear record of every decision — no bookkeeping work on your end.

The handoff is intentionally plain. TeamShift scopes the plumbing bookkeeping cleanup workflow, maps it to Books cleaned & reconciled, and shows you what will be gathered, drafted, sent, or held. Routine work can move quickly once the rules are approved. Pricing, scheduling promises, payments, account changes, and anything unclear come back to a person before it leaves the system.

Early-stage note: TeamShift is not using invented customer logos or made-up case studies. Named results will be published only after live customer work is complete and the customer approves the reference. Until then, these pages describe the operating workflow, the review gate, and the exact handoff you should expect.

Cash jobs get pocketed and logged late. Supply-house statements arrive after you have already paid them down.

• Cash collected on a service call is recorded days later, if at all.
• Supply-house accounts at Ferguson, Home Depot Pro, or a local vendor get paid faster than they get reconciled.
• Subcontractor payouts by check, Zelle, and card never reconcile the same way twice.

We map your sources first: the bank feed, your card processor, supply-house statements, and however you record sub payouts. Every transaction is matched to a ledger entry; the remainder lands in a clean exceptions list with a plain-language suggested fix.

• Map the bank feed, card processor, supply-house statements, and sub-payment records into one reconciliation run.
• Auto-match clean transactions; surface only the lines that do not reconcile.
• Group exceptions by type so your review takes minutes, not hours.

You receive a single packet: matched transactions confirmed, a short exceptions list with a suggested fix for each line, and a log of every decision made. You approve, edit, or reject each fix; the operation runs from there.

• A complete review packet — not another login or tool to maintain.
• Each exception carries a suggested fix you approve, edit, or reject in one pass.
• You authorize every payment and correction; nothing moves without your explicit sign-off.

Plumbers search for bookkeeping help when the year-end crunch hits or a tax deadline looms, which makes this intent commercial and recurring. A page that explains exactly how cash jobs, supply-house accounts, and sub payouts get reconciled answers a real operational question that competitors gloss over.

• Bookkeeping-cleanup searches spike around tax season and year-end, recurring every cycle.
• Concrete reconciliation steps outrank thin pages that only promise tidy books.
• Internal links to monthly summaries and follow-up workflows reinforce topical authority.