Bookkeeping for Plumbers & HVAC Contractors

We separate service and installation revenue and cost so each stands on its own. Service labor, install labor, parts, equipment, and subcontractors are tracked to the right side of the business, and every month you get a profit picture for each. That tells you which side actually funds the shop, where to price, where to add technicians, and which line of work to grow. For most shops this is the single view that changes how they run the company.

We track labor, parts, and materials against individual jobs and technicians, so profit shows up at the level you can act on. You see true margin per job while the information can still change a bid, and productivity per technician you can use in a real conversation about pay and crews. We work with the field service platforms these shops use, including ServiceTitan, Housecall Pro, and Jobber, and bring that job and payment activity into your accounting file so the books reconcile to the field software every month.

We keep inventory and truck stock reconciled so the money tied up in parts is visible and shrinkage shows up instead of hiding. Purchases are matched to jobs, stock levels are tracked, and the difference between what was bought and what was billed becomes a number you can see and manage rather than a slow leak you find at year-end. For shops that carry real inventory, this is often where the first month of clean books pays for itself.

We run your books on QuickBooks Online or Xero on a monthly cycle. Every transaction is categorized against a chart of accounts built for a trade business, every bank, credit card, and equipment loan is reconciled to the statement, and payroll from your provider is booked correctly, including the employer taxes owners routinely miscount as profit. You get a profit and loss statement, balance sheet, and cash flow summary on the same date every month, with a short note on anything that moved and one batched question list instead of a drip of emails.

We book payroll from your provider so wages, employer taxes, and workers compensation land in the right accounts and reconcile to the filings, even though we do not sell payroll as a standalone service. Subcontractor and 1099 payments are tracked all year with the W-9s on file, so 1099-NEC filing at the end of January is a routine export rather than a reconstruction. When a technician is misclassified as a contractor, we flag it, because the trades draw exactly that kind of scrutiny.

We set the books up so sales tax collected posts to a liability, not to income, and reconcile that liability to what the returns actually remit. Taxable and exempt work is coded correctly, the exemption and capital-improvement certificates that support any nontaxed job are kept on file, and the returns are prepared and filed on your state’s schedule. The result is a sales tax position that holds up, because the certificate file and the coding are exactly what an examiner asks for.

We keep accrual-clean, job-costed records with the reporting a bank, a bonding company, or an equipment lender expects, so your bookkeeping supports expansion instead of limiting it. When you are ready to finance a truck fleet, take on larger commercial work, or bring in a partner, the numbers are already in a form the other side will accept, and the same practice that handles technical accounting for venture-backed and public companies stands behind them.

The work is done in QuickBooks Online or Xero, read-only bank feeds, a connection to your field service software, and a shared inbox for the statements and bills we need. You get a fixed monthly delivery date, a standing way to reach us, video calls when a conversation beats an email, and a CPA who answers within one business day. You also get a CPA-led team at a flat monthly price a solo bookkeeper cannot match on depth, keeping your books to the standard the rest of our practice works to.