For Commercial Service Contractors · $500K–$5M

Bookkeeping and financial operations advisory for trade businesses.

15+ years leading multi-site operations across manufacturing, logistics, and commercial services — now partnering with owner-operators every month to make sense of the numbers and the operations behind them.

Book a free 30-minute call
What We Do

Most bookkeepers report your numbers. We read them like an operator.

You're running a real business. The books get done. What's missing is someone every month who can look at your financials and tell you what they mean for your operations — where crew hours are driving margin, where materials are eating into profit, where job mix is hiding opportunity.

That's the work. We keep the books clean, deliver the monthly reports on time, and sit with you every month to talk through what the numbers are saying about how the business is running.

If that's the kind of partnership you've been looking for, we should talk.

Who We Work With

Built for commercial service contractors and trade businesses.

We focus specifically on businesses doing $500K to $5M in revenue:

If your business is field-labor heavy with a mix of recurring service contracts and project work, we know your operating model.

Services

Three ways to work with us.

Financial Operations Diagnostic

$2,500 flat
2–3 week review · current year
  • Kickoff call to understand your business and goals
  • Review of your last 12 months of books, statements, and reporting
  • Written report covering financial health, bookkeeping cleanup needed (if any), and 2–3 specific operational or financial areas worth investigating
  • 60-minute walkthrough call to discuss findings and next steps
  • If cleanup is needed, we'll quote it separately based on the scope we find. Cleanup engagements are custom — pricing depends on the volume and complexity of the work involved.
Best for: owners who want a clear-eyed outside review before committing to ongoing work. This is a review and report — not a cleanup engagement.
Book a call

Bookkeeping

$750 /mo · starts at
Ongoing monthly
  • All bank and credit card transactions categorized
  • All accounts reconciled monthly
  • Clean P&L, balance sheet, and cash flow by the 15th of the following month
  • Email support, 1 business day response
  • Year-end 1099 prep and clean packet for your CPA
Best for: owners who just want their books done right and out of the way.
Book a call

Bookkeeping + Advisory

$1,500 /mo · starts at
Ongoing monthly · includes everything in Bookkeeping, plus
  • Monthly financial review call (60 min): walk the numbers and surface 2–3 operational or financial areas worth investigating
  • Monthly KPI report tracking the metrics that matter for your business — calibrated to what your books and operations can actually report on
  • Monthly executive summary email
  • Quarterly review (90 min) to step back from monthly noise — look at trends, set targets, and refocus priorities for the next quarter
  • Ad hoc advisory throughout the month — call or email with pricing decisions, hiring questions, vendor evaluations, or anything else that comes up between scheduled meetings
Best for: owners who want their books AND a real conversation about the operational levers that drive the P&L.
Book a call
What's not included in any package: tax preparation, audit work, investment advice, or anything requiring a CPA license. We partner with CPAs for tax work and refer when needed.
Why Us

Most bookkeepers can balance a P&L. Very few have run the operations behind one.

Before starting Kreiner Bookkeeping & Advisory, Matt Kreiner spent 15+ years in operations leadership across precision manufacturing, distribution and logistics, and multi-site commercial services. Frontline supervision through department-level P&L responsibility. Common thread across all of it: businesses with hourly labor, daily operational cadence, multi-site complexity, and the constant tension between cost, schedule, and quality.

Those roles delivered measurable results — multi-million-dollar cost reductions, meaningful revenue growth, durable improvements in throughput and quality — through the same operational levers that drive your business: labor utilization, materials, cost control, and customer commitments.

That background is the difference. We don't just record your numbers — we understand the operational levers behind them. When gross margin drops 4%, we can talk about whether it's a labor utilization issue, a materials markup problem, or a throughput question.

That's the conversation most bookkeepers can't have.

Matt Kreiner, Founder of Kreiner Bookkeeping & Advisory
How It Works

Three steps. No surprises.

01

Free 30-minute call

A no-pressure conversation about your business, your current bookkeeping setup, and whether ongoing support could actually help. If it's not a fit, you'll have a clearer picture of what to look for elsewhere.

02

Diagnostic ($2,500)

For most new clients, we start with a 2–3 week diagnostic — a review of your last 12 months that surfaces 2–3 specific operational or financial areas worth investigating. You get a written report and a clear recommendation. If your books are already clean and the fit is obvious, we can skip the diagnostic and move straight to monthly work.

03

Ongoing engagement

We move into a monthly retainer at the right tier for your business. Clean handoffs, predictable rhythm, real partnership month after month.

Book a free 30-minute call
Get In Touch

Ready to talk?

The fastest way to start is to book a 30-minute call. We'll talk about your business, your books, and whether ongoing support would actually be useful.

Book a 30-minute call
Or reach out directly: matt@kreineradvisory.com
Fort Worth, Texas