We help contractors and tradespeople stay organized, know their numbers, and make confident financial decisions.
Hi, I'm Robbie Oyama, the owner of Big Mountain Financial.I help contractors and trades businesses throughout Olympia and the South Sound stay organized with accurate bookkeeping, cleanup projects, and monthly financial reporting.I believe bookkeeping should do more than keep your taxes in order—it should help you understand your business, improve profitability, and make confident decisions.When you work with Big Mountain Financial, you'll work directly with me. My goal is to provide reliable bookkeeping and clear financial information so you can spend less time worrying about your books and more time growing your business.Ready to get your bookkeeping under control? Contact me below for a free consultation.
Let's simplify your bookkeeping so you can focus on what you do best.
Please fill out the form below with any questions or to get in touch about working together. Or you can call at 360-209-3251
Thank you for reaching out! I'll be in touch as soon as possible.
How We Help
From day-to-day bookkeeping to tax time and beyond, we provide the financial clarity you need to run a more profitable business.
Reliable monthly bookkeeping that keeps your accounts accurate, organized, and ready for informed business decisions.
Behind on your books or dealing with unreliable reports? We will clean up the problems and get everything current.
Understand which jobs are profitable, where your money goes, and how actual results compare with your expectations.
Straightforward tax preparation designed for contractors and small businesses, supported by organized financial records.
Tell us what is happening in your business, and we will help identify the best next step.
Reliable monthly bookkeeping for contractors who need accurate numbers, clear financial reports, and more time to focus on running their business.
Schedule a Free Call →Monthly Overview
Financial PerformanceKeep your books current so you always know where your business stands.
Understand exactly where your money is going with reports you can actually use.
Spend less time inside QuickBooks and more time running profitable jobs.
Know your numbers each month so you can make better business decisions.
Our monthly bookkeeping service keeps your financial records organized, accurate, and ready whenever you need them. You'll always know where your business stands.
From job costs and equipment purchases to sales tax and project profitability, our bookkeeping is designed around how contractors actually operate.
Every account is reconciled so your balances remain accurate.
Expenses and income are categorized consistently in QuickBooks.
Receive a Profit & Loss and Balance Sheet every month.
We investigate duplicate transactions, unusual balances, and bookkeeping errors.
Questions come up—we're available to help throughout the year.
We learn about your business, review your current bookkeeping, and identify what's needed each month.
We categorize transactions, reconcile accounts, and keep your books accurate throughout the month.
Receive clear Profit & Loss and Balance Sheet reports so you always know how your business is performing.
Questions come up throughout the year. We're available to help you understand your numbers and make informed decisions.
Get accurate monthly bookkeeping, dependable financial reports, and a trusted bookkeeping partner so you can focus on growing your business.
Behind on your bookkeeping or unsure whether your reports are accurate? We bring overdue work current, correct existing problems, and rebuild a reliable foundation in QuickBooks.
Schedule a Free Review →QuickBooks Review
Books Health CheckTransactions have piled up and your bookkeeping is no longer current.
Profit, balances, or account totals do not match what is happening.
Bank, credit-card, loan, or other balances have not been verified.
Duplicate accounts, uncategorized items, and old errors make work harder.
Some businesses mainly need overdue bookkeeping completed. Others have books that are current but inaccurate. Many projects need both.
Catch-Up Bookkeeping
Catch-up work completes bookkeeping that was never finished so your records are current through the latest period.
QuickBooks Cleanup
Cleanup work identifies and corrects errors so reports and account balances reflect the actual business.
The exact scope depends on what is happening inside your QuickBooks file. We review the books first, identify the work needed, and build a clear project plan.
The number of accounts, months involved, transaction volume, and condition of the records all affect the project.
Verify QuickBooks against actual statements and identify missing, duplicated, or inaccurate activity.
Correct material miscategorizations that distort your reports.
Review loans, cards, undeposited funds, fixed assets, liabilities, and other balances.
Simplify duplicate or unnecessary accounts and create a cleaner structure.
Review completed reports and document any remaining information needed.
We inspect the QuickBooks file, connected accounts, reports, and outstanding issues.
You receive a clear description of the work, requested documents, timeline, and project price.
We catch up overdue periods, correct errors, reconcile accounts, and organize the file.
We explain what was corrected and help establish the best next step for accurate books.
Start with a review of your QuickBooks file and a clear plan for getting the bookkeeping current and accurate.
Know which jobs are actually making money. We organize project-level income and costs so you can compare performance, improve estimates, and make better decisions about the work you take on.
Schedule a Free Call →Project Performance
Job Profitability ReportCompare project revenue, direct costs, and gross profit.
Use actual project results to price future work more accurately.
Identify labor, material, and subcontractor costs that are running high.
Know which project types and customers produce the strongest results.
A busy schedule can still hide underpriced work, cost overruns, and projects that consume more labor or materials than expected. Job costing connects each project's income with the costs required to complete it.
Track jobs using information already flowing through QuickBooks, then organize reporting around projects, customers, and the cost categories that matter to your business.
Connect invoices, payments, and other income to the correct job.
Track materials, labor, subcontractors, equipment, and other project costs.
Compare expected performance with the costs and margin actually produced.
Use completed-job results to improve pricing, planning, and project selection.
The exact setup depends on how you invoice customers, track costs, use QuickBooks, and manage projects. We build a practical reporting structure that fits your existing workflow.
Job costing is most useful when invoices, expenses, payroll, and subcontractor costs are assigned consistently to the correct projects.
Organize customers, projects, products, services, and cost categories so activity can be tracked by job.
Review project revenue, direct costs, gross profit, and margin by job.
Separate the major cost drivers that determine whether projects perform as expected.
Compare quoted or expected costs with actual project results when the necessary source information is available.
Summarize what the numbers show and identify projects or cost categories that deserve a closer look.
We learn how you estimate, invoice, purchase materials, use labor, and track projects today.
We organize QuickBooks and reporting so income and costs can be assigned consistently by job.
Project profitability and cost reports show how individual jobs are performing.
Apply the information to pricing, estimating, cost control, and the types of work you pursue.
Let’s review your current workflow and determine what job-costing information can be built from your QuickBooks records.
Business tax preparation supported by organized bookkeeping, clear communication, and a practical understanding of contractor finances. Get a more coordinated year-end process without scrambling through unclear records.
Schedule a Free Call →Tax Organizer
Business Return ReadinessPrepare the return from financial records that have been reviewed and organized.
Match the tax return to the business activity reflected in your books and records.
Know what information is needed, what is being reviewed, and what happens next.
Use year-end results to improve future recordkeeping and tax planning conversations.
Tax preparation should not begin with guessing what happened during the year. Organized bookkeeping creates a clearer starting point for reviewing business income, expenses, assets, liabilities, and other items that affect the return.
When year-end questions arise, the supporting bookkeeping is already available for review instead of being separated across multiple systems and professionals.
Confirm that the financial statements and major account balances are ready for tax preparation.
Gather documents and details that are not fully captured in the bookkeeping records.
Prepare the business return and review significant items, questions, and assumptions.
Identify bookkeeping or planning improvements that can make the next filing season smoother.
The exact return and filing requirements depend on your entity type, business activity, records, and tax situation. The engagement is scoped after reviewing what your business needs.
Additional filings, multi-state activity, complex ownership, payroll issues, or incomplete books may require a broader scope.
Review financial statements and key account balances for issues that need attention before the return is prepared.
Prepare the applicable business income-tax return based on the agreed scope and information provided.
Review material income, expenses, assets, and other items for proper tax treatment based on available records.
Provide a clear list of documents, explanations, or decisions needed to complete the return.
Review the completed return, discuss significant items, and coordinate the filing and next steps.
We confirm the entity, filing needs, bookkeeping condition, and documents required for the engagement.
You receive a clear request list, and we organize the information needed to prepare the return.
We prepare the return, resolve open questions, and review significant items that affect the filing.
We walk through the completed return, coordinate authorization, and confirm the final filing steps.
Start with a conversation about your business, bookkeeping records, and the tax-preparation services you need.
