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Mesa, Arizona

Financial Reporting in Mesa, AZ

Monthly reports for Mesa business owners that answer a question, including the custom ones nobody else will build you.

Robert Guararra, owner of CR Bookkeeping Services in Fountain Hills, Arizona

Why choose us

Why Mesa businesses choose CR Bookkeeping

Mesa is the third-largest city in Arizona and the East Valley business base that everything else grew around. Trades and contractors are everywhere, the aerospace suppliers cluster near Falcon Field, downtown has been rebuilding along Main Street for years, and east Mesa carries a large retiree and RV population that supports its own set of service businesses.

For most Mesa clients the real question is job costing. A contractor who knows the business made money last quarter but cannot say which jobs made it is guessing at every estimate they write. Recording labor, materials and subcontractors against the job rather than into one bucket takes discipline in the file, and it changes how you bid.

CR Bookkeeping Services is run by Robert Guararra from Fountain Hills, across the whole city, from downtown Main Street and the Falcon Field corridor out to east Mesa. The work happens inside your accounting file, so you get a bookkeeper who knows the Mesa market without paying for anyone to sit in traffic.

The fountain at Fountain Hills, Arizona, with Red Mountain in Mesa rising on the skyline behind it

Red Mountain, in Mesa, seen across the lake at Fountain Hills where Robert works from.

Local industries

Who Robert works with in Mesa

General and specialty contractors

HVAC, plumbing and electrical

Auto repair and fleet services

Aerospace and light manufacturing suppliers

Healthcare and dental clinics

Restaurants and food service

What you get

What reporting covers in Mesa

Monthly profit and loss with comparatives, so you see direction

A reconciled balance sheet worth reading rather than filing

Cash flow, which rarely tells the same story as the profit line

Receivables and payables aging, the two reports that protect cash

Custom reports pulled from the software your business already runs on

A walkthrough, because a report you do not understand is not reporting

You find out which part of the business actually makes money

Pricing and hiring decisions stop being guesses

Your data comes out of the systems you already use

Getting started

How we start with Mesa businesses

01

Free consultation

A call about your business, your books, and what is actually going wrong. No charge and no pitch.

02

Books review

Robert opens your current file and tells you plainly what shape it is in and what it will take to fix.

03

Cleanup and catch-up

Anything behind gets brought current before the monthly work starts, so you are not paying to maintain a mess.

04

Monthly close

Reconciled books and a report in your inbox every month, on a date you can plan around.

Questions

Mesa questions we get asked

Do you do job costing for Mesa contractors?

Yes. Costs get recorded against the job so you can see profitability by project rather than only by month, and subcontractor payments are tracked through the year so 1099s in January are a print job instead of an investigation.

What counts as a custom report?

Anything that needs data from outside your accounting file, or a cut of the numbers the standard reports do not give you. Profitability by job, by location, by product line, by technician. If the data exists, it can usually be reported on.

My other software is old. Can you still use it?

Usually. Most systems can export something, and Robert has an IT background and works comfortably in Excel and Access. Send a sample export and he will tell you straight whether it can be done.

Do you actually serve Mesa, or just list it?

Robert works from Fountain Hills and takes on clients across Mesa and the rest of the East Valley. Almost all of the work happens inside your accounting file, so being down the road matters less than being reachable, and he answers his own phone.

Get in touch

Talk to Robert about your books

A free consultation, no obligation. Bring your questions and, if you have one, your current QuickBooks file.

Phone

Hours

Monday to Friday, 9am to 5pm Arizona time.