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You know the next level of growth in your business does not have room for patching the backend, let's start building systems that scale!
Trying to grow a business while managing the books is a recipe for burnout
Here’s what we see time and time again:
You second-guess your numbers, or worse, avoid them altogether
Your books might be half-done, stuck in limbo, or full of question marks. Either way, you don’t fully trust what you see, which makes every decision feel like a gamble. Should you hire? Can you take that new job? No clue because the data isn’t clear.
Tax season? Total nightmare
You’re scrambling to pull reports you’re not even sure are accurate, texting your CPA at 10 p.m., and crossing your fingers you didn’t forget a write-off (or flag the IRS with that Venmo memo that just says “stuff”).
QuickBooks feels like a second job…
…one you never applied for and definitely didn’t train for. One wrong click, and your reports go sideways. It’s confusing, time-sucking, and completely outside your zone of genius. Whether you're managing properties, juggling punch lists, or finalizing spec sheets, this isn’t what you signed up for.
THAT'S ABOUT TO CHANGE
Make Strategic, Confident Moves with Numbers You Can Actually Trust
(In case you didn't know, but guessing isn't a growth strategy)
IMAGINE GOING FROM...
Second-guessing every number because your books feel more like a rough draft than a reliable report
Dreading those “Can you send over your P&L?” emails from your CPA
Receipts in the glove box, invoices stuck in your outbox, and spreadsheets you forgot existed
Clicking around QuickBooks like it’s speaking Greek, never sure if you're doing it right
TO THRIVING WITH THIS...
Crystal-clear financials you actually trust. No more “wait, did that payment come through?”
CPA-ready reports that don’t require a last-minute scavenger hunt
Cash flow visibility that helps you plan ahead, not panic later
A bookkeeping team that gets your business, speaks your language, and makes the numbers make sense
"Why Do I Need A Bookkeeper?"
Because your job is managing closings, crews, or clients, not reconciling transactions at midnight.
ALWAYS KNOW WHERE YOUR FINANCES STAND
From CapEx to commissions, job costs to design fees, we keep your books organized and your reports clean. So you’ll always know what’s coming in, what’s going out, and what you can confidently reinvest in.
CATCH UP, CLEAN UP, AND MOVE FORWARD
Fell behind? You’re not alone. Whether it’s three months or three years of backlog, we’ll sort the mess without judgment, fix the chart of accounts, and hand back your time (and sanity).
GO INTO TAX SEASON CONFIDENTLY
No more inbox panic when your CPA asks for quarterly reports. Everything is categorized, reconciled, and ready for tax time. You can say goodbye to the scramble and hello to feeling on top of things.
GROWTH YOU CAN COUNT ON
You can’t scale with spreadsheets duct-taped together. With accurate data and consistent reports, we’ll help you use your numbers as a tool for strategic growth, not a source of stress.
BOOKKEEPING YOU CAN ACTUALLY UNDERSTAND
You won’t just get a P&L and a pat on the back. We walk you through what the numbers mean, so whether you're weighing a new listing, managing project retainage, or tracking rental income, you can make smart decisions with clarity.
REAL SUPPORT FROM REAL HUMANS
This isn’t DIY software. We’re an actual team that gets your world. From change orders and escrow to vendor payables and spec sheets, we understand the pressure you’re under and we’re here to make the backend feel a whole lot lighter.
Designed for Your Business at Every Stage of Growth
Whether you're behind on your bookkeeping, need a fresh start, or want monthly support you can trust, we've got you!
We offer three core services that meet you where you are:
Diagnostic Review
Figure out what’s going wrong before it snowballs.
Great for:
✔️ Real estate pros unsure if all their closings got logged
✔️ PMs dealing with vendor invoices that don’t add up
✔️ Designers juggling client retainers, markups, and purchasing
✔️ Contractors stuck guessing job profitability
Monthly Retainer
Bookkeeping that runs quietly (and accurately) in the background.
Great for:
✔️ Growing businesses that need consistency and clarity
✔️ Quarterly tax filers who want to stay ready year-round
✔️ Anyone scaling and tired of backend chaos
Catch-Up & Cleanup
Behind? No judgment. Just clean books.
Great for:
✔️ Anyone with a glove box full of receipts
✔️ Teams who “meant” to reconcile last quarter... or last year
✔️ Owners prepping for tax season or investor reviews
Why Growth-Minded Businesses Choose Colliance
(Even if they’ve had a bookkeeper before)
We Catch What Others Miss
We’ve uncovered buried mistakes, duplicate invoices, and major gaps even after other pros said “everything looks fine.” If something’s off in your rent roll, retainage, or reconciling, we’ll find it!
Clean-Up Is Just the Starting Point
Fixing the mess is step one. But we go further — setting up smarter systems, better workflows, and automation that actually fits your business. No more “I’ll reconcile it this weekend” energy.
Ready All Year, Not Just in April
No more scrambling. Our clients are prepared year-round with clean reports, accurate records, and smart tracking for things like CapEx vs OpEx, job costing, or that last punch list payment. Because a surprise tax bill is no one’s love language.
Strategy-Driven, Not Just Number-Crunching
We’re not just entering numbers — we’re translating your financials into real, growth-focused decisions. Want to know which listings are most profitable? Where your projects are bleeding cash? We help you spot the patterns and plan ahead.
Because you didn’t get into this business to be an accountant — we did.
We don’t just tidy up the past. We help you build a stronger future.
“I recommend Colliance to any business in need of reliable and professional bookkeeping support.
Colliance has been handling our bookkeeping for the past five months, and I am very satisfied with the level of service provided. ”
— Rob Tutton, Manager and Owner of Irie Solar
LET'S TALK ABOUT RESULTS
MIDTOWN PLAZA GROCERY STORE
CASE STUDY
Before working with Colliance, Midtown Plaza was feeling stuck...
Their books were messy. Reports were inaccurate. And outdated data was getting in the way of smart decisions.
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Inaccurate reports
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Stagnant undeposited funds
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Distorted profit & loss statements
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Aging reports that made cash flow planning nearly impossible
They were ready to grow, but their numbers were holding them back
Here’s what happened after working with Colliance:
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60+ unreconciled transactions corrected
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Duplicate entries removed and income adjusted
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Balance sheet cleaned up for true financial insight
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P&L realigned for clarity in business decisions
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Team trained on best practices to prevent future issues
Ready for results like these? Read on!
Custom Pricing That Fits Your Phase of Growth
No more scrambling at tax time or second-guessing your numbers—just accurate, audit-ready books.
Monthly QuickBooks Retainer
Ongoing support that keeps your books accurate and up-to-date
Includes:
✅ Transaction entry and reconciliation
✅ Financial reports (P&L, Balance Sheet, Cash Flow)
✅ Payroll and A/P & A/R support
✅ Customized reporting
✅ Monthly review meetings
For those who want to hand off the details and focus on the big picture.
Still Letting Your Books Slide?
Only if you're cool with wasting money
We get it. Between site visits, client calls, and juggling subs or vendors, bookkeeping can fall to the bottom of the list. But those messy numbers? They're quietly costing you.
Here’s how it adds up:
Overpaying taxes because your records aren’t clean enough to claim deductions
Missing write-offs you actually earned (but forgot to track)
“Wait, did that client ever pay?” moments that throw off your whole month
Late fees or penalties from filing with missing or wrong info
Cash flow confusion that makes it hard to hire, scale, or even sleep at night
Every missed detail adds up in lost money, lost time, and ultimately in losing your peace of mind.
If your current “system” is a mix of spreadsheets, Venmo notes, and crossed fingers, it’s time for a change. Let’s stop the silent leaks and get your financials working for you, not against you.
PROVEN PARTNER
Hi there, I’m Sandy Lewis — founder of Colliance and your soon-to-be favorite person in QuickBooks!
For 5+ years, I’ve helped folks in real estate, property management, construction, and interior design clean up messy books, get clear on cash flow, and stop stressing about tax time.
Whether it’s catching up on rent rolls, sorting vendor payables, tracking retainage, or just figuring out if that invoice actually got paid. I’ve seen it all and cleaned it up.
At Colliance, your numbers stop being a mystery.
We turn those spreadsheets, Venmo receipts, and job costing headaches into reliable, decision-ready data.
Because when your books are clear, you can stop second-guessing and get back to what you do best. Sell, build, manage, or design with confidence.
Let’s bring order to the chaos. I’ll handle the backend so you can focus on the big picture.
ANSWERS FOR YOU
Frequently Asked Questions
This is for you if you are a...
and not for you if you are a...
Still fine living out of the glove box and calling it a filing system
Not ready to let go of that Frankenstein combo of spreadsheets + Venmo + vibes
Okay flying blind on profit margins, retainage, or what’s actually sitting in escrow
Hoping to DIY “just a little longer,” even though tax season keeps sneaking up
A business owner who’s done duct-taping your books together
Behind on bookkeeping and ready for a clean slate (no shame, we’ve seen it all)
A founder who wants to stay tax-ready year-round, not just panic in March
Focused on scaling without the backend chaos holding you back
Trusted by Clients
Rob Tutton
Manager and Owner of Irie Solar
[Colliance has] brought clarity and consistency to our financial records, allowing us to focus more on growing the business. Their team is professional, responsive, and efficient always ensuring our books are accurate and up to date. I recommend Colliance to any business in need of reliable and professional bookkeeping support.
Why Now, You Ask?
Because the longer you wait, the messier (and pricier) it gets.
Every week your books are behind means more transactions to track, more contractor payments to trace, more Venmo transfers to decode, and more confusion piling up.
What feels like “just a few missing receipts” can turn into:
Missed write-offs for things like vendor invoices, CapEx, or retainer expenses
Overpaid taxes thanks to incomplete job costing or miscategorized purchases
Cash flow curveballs because you didn’t realize that progress payment hadn’t hit yet
IRS penalties for missing quarterly estimates or filing with wrong numbers
But cleaning up your books now means...
Accurate job and project tracking, so you know exactly what’s outstanding and what’s been paid
Clarity around cash flow, so there's no more “Where did that commission go?” or “Did we already pay that vendor?”
Less stress at tax time because everything's in order, ready to hand off to your CPA without last-minute panic
More time for high-value work, like managing listings, coordinating installs, or wrapping your next flip