Tree Company Playbook
Free 14-day trial

Bookkeeping and financials for tree service companies. Free for 14 days.

Clean books, categorized spend and a monthly P&L so you know which marketing pays. We set it up in your own accounts, run it for two weeks, and you decide. No card, nothing renews.

Free for 14 daysNo card requiredText or call to start

In the trial

  • Bank and card feeds connected, transactions categorized, and the prior month closed inside two weeks
  • A profit and loss with revenue split by job type, and equipment, fuel and insurance shown against crew days
  • Marketing spend separated by channel, so cost per booked job is a number instead of an argument

Bookkeeping and financials for a tree service company

Tree work is equipment heavy and insurance heavy, which makes the books harder than a trade that runs out of a van. A chipper payment, a bucket truck or crane, saws and rope replaced constantly, fuel, and workers compensation rates among the highest of any occupation class. A month can feel busy and still lose money.

So we close the month properly and break it down where it is useful. Revenue by job type, which is usually how an owner discovers that stump grinding is filling days without paying for them. Labor and equipment costs against crew days, the only capacity number that really matters. Marketing spend split by channel so that conversation has real figures in it.

The storm cash cycle deserves its own attention. Four enormous weeks followed by a dead month wrecks planning when you are reading the bank balance instead of the books. Owners who watch a rolling three month average stop making January decisions in a panic.

How the trial works

Fourteen days, your accounts, no card

Setup

Live first month closed within two weeks. You text or call, we do a 20-minute setup call, and it starts.

What we need from you

Read access to your bank and card accounts, and your current books if any.

What you will see

Categorized transactions and a clean profit and loss for the month, with marketing spend broken out by channel.

Day 15

Keep it at the monthly price quoted before the trial, switch to a different service, or stop. Nothing renews on its own.

Questions

Tree service companies ask

I already use QuickBooks. Does that change anything?

No, we work inside your existing file rather than moving you anywhere. Most of the value is in cleaning up categories that have drifted over the years, splitting equipment purchases from repairs, and getting each month closed on time instead of reconstructing the year the following April.

Can you handle subcontracted crews and 1099s?

Yes, and this is where tree companies get themselves in trouble more than anywhere else in the books. Crew classification and current certificates of insurance from every sub need tracking through the year. Sorting it out in January costs far more, in money and in stress, than keeping it current.

Also in the trial

Other things you can try free

Google Ads management

Search campaigns built around the jobs you want, with call tracking so you hear what you pay for.

Facebook and Instagram ads

Offers to homeowners in your zip codes, retargeting, and creative that gets replies.

AI search optimization

Structured pages, consistent listings and plain-language answers so AI engines recommend you.

Local SEO and Google profile

Categories, services, photos, posts and Q&A tuned to win the map pack in your area.

Website design and rebuilds

Fast, tap-to-call pages for every service and city you work in, built in about a week.

Social media management

A steady, on-brand posting schedule that makes the business look alive when people check.

All twelve services

Try bookkeeping and financials free for 14 days.

Pick anything we do. We run it for your tree service company for two full weeks at no cost, then you decide. No card, no contract, nothing to cancel.

  • Google Ads management
  • Meta (Facebook and Instagram) ads
  • AI search optimization (show up in ChatGPT, Perplexity, Google AI)
  • Local SEO and Google Business Profile
  • Website design and rebuilds
  • Social media management
  • Review generation and reputation
  • Missed-call text-back and lead follow-up
  • Email and SMS campaigns
  • Bookkeeping and monthly financials
  • Cold-call appointment setting
  • Marketing analytics and reporting

Or tell us what you want to try and we will text you back.

Text usCall