Industries We Serve

Bookkeeping that understands
how your trade actually works

Generic bookkeepers don't know the difference between a service call margin and an install margin. We do. Here's what we fix for each trade.

HVAC

HVAC Contractors

Seasonal cash swings, multiple job types, dispatch software, equipment inventory. HVAC books break in ways that generic bookkeepers don't recognize until it's too late.

Service calls, installs, and maintenance agreements all mixed into one "Revenue" line

Seasonal peaks generate cash that disappears in January and February

Equipment and refrigerant categorized wrong, creating false tax liability

ServiceTitan or Jobber data never properly synced to actual books

HVAC details

Job costing by type

Separate P&L by service, install, and agreement so you know which revenue streams are actually profitable.

Seasonal cash planning

90-day cash projection shows you how much to hold back during peak months to cover slow-season payroll and overhead.

ServiceTitan + Xero bridge

Job data flows into Xero correctly. Revenue recognized by type. Parts and equipment costs tied to the job, not the month.

Per-truck profitability

Know which trucks and techs generate margin and which ones cost more than they bring in.

Emergency vs. scheduled margin

Emergency service calls have different cost structures. We track them separately so you know your real margin on each.

Sub vs. employee tracking

Labor costs look different depending on who you're using. We keep the numbers clean and compliant for 1099 and W-2 workers.

Material cost recovery

Parts, fittings, and supplies often go uncategorized or straight to expense. We make sure they're captured, recoverable, and tied to jobs.

Growth capacity modeling

That third truck decision needs a financial answer. We model the cash impact before you commit.

Plumbing

Plumbing Contractors

Plumbing businesses run on emergency calls and relationship accounts. The books get messy when material costs blur with labor, when subs are mixed with employees, and when cash timing doesn't match when you invoiced.

Emergency calls are your highest-revenue work but you don't know if they're your highest-margin work

Subs and employees treated the same in the books despite very different tax treatment

Material markup not tracked, leaving profit on the table every job

Accounts receivable aging is a mess and you've got invoices from 90 days ago still open

Electrical

Electrical Contractors

Electrical work spans residential, commercial, and industrial with wildly different margins and payment cycles. Most electrical contractors know their billing rate but not their real job margin after materials, travel, and crew time.

Commercial jobs have 60-90 day payment cycles that wreck cash flow even on profitable contracts

Material costs fluctuate (copper, conduit) and estimates get eaten by price changes

Crew labor costs aren't matched to specific jobs so you can't tell which contracts are profitable

Retainage on larger commercial contracts creates phantom income that hits your taxes wrong

Residential vs. commercial tracking

Separate books for each job category so you know which market segment actually makes money after materials and labor.

Cash flow around payment cycles

90-day payment cycles on commercial jobs are a real cash flow threat. We build projections around your actual receivables, not just what you billed.

Retainage accounting

Retainage held by GCs must be recognized correctly or you'll have a phantom tax bill. We handle the timing so you're not overpaying.

Material cost variance alerts

We flag when actual material costs deviate significantly from your estimates so you can reprice before the next bid.

Project-based P&L

Every active project gets its own P&L view. You see margin per project in real time, not just total company revenue at the end of the month.

Sub management accounting

Track what you're paying each sub, match it to the contract budget, and flag overruns before they eat your margin.

Overhead allocation

Your truck, insurance, office, and tools need to show up in your job cost model or your bids will always be underpriced.

Draw schedule tracking

Progress billing and draw schedules need to hit your books at the right time for accurate cash flow and tax reporting.

General Contracting

GC books are some of the most complex in the trades. Multiple subs, long project timelines, retainage, change orders, and draw schedules all running at once. Most GC owners have no idea if a project was profitable until it's been over for months.

No way to track project-level profitability while the job is still in progress

Change orders add scope but the cost tracking doesn't follow

Overhead is never properly allocated across jobs, so bids don't reflect true cost

Bonding and financing require clean project-level financials that you don't have

Your trade is specific.
Your books should be too.

Free 30-minute checkup. We'll identify exactly what's wrong with your books and what it will take to fix them.

(225) 274-6576

No judgment · No contracts · No commitment · Mon–Sat 1:00p–9:00p

Bookkeeping that understandshow your trade actually works