Built for HVAC, plumbing, and electrical owners.
Job-cost clean books, on-time 1099s and filings, and year-round advisory for trade owners across the Inland Empire — on one predictable monthly retainer.
One expert who actually understands service calls, progress billing, and supplier credits — not a rotating cast of junior accountants.
- HVAC
The bookkeeping pain heating & cooling owners keep quiet about.
- Plumbing
Emergency calls, scheduled installs, and supplier credits — all in one P&L.
- Electrical
Progress billing, retainage, and multi-crew labor — without the margin bleed.
The bookkeeping pain heating & cooling owners keep quiet about.
Service calls, installs, and maintenance contracts all roll up differently — and most owner-operators end the year with a P&L that can't tell them which line actually made money. We rebuild the chart of accounts around how an HVAC business really runs.
- Job-cost tracking stuck in the glovebox
Receipts, material runs, and warranty swaps end up in a shoebox or a forgotten spreadsheet. The real cost of every service call only shows up at tax time — too late to do anything about it.
- 1099 subcontractor reconciliation across the service area
You bring on subs for big installs across the IE, pay them out of pocket, and try to reconcile against the service address months later. The 1099-NEC goes out wrong, and you hear from the IRS in January.
- Inventory + truck-stock write-offs that evaporate at year end
Filters, refrigerant, motors, and stock in three trucks is a meaningful asset — but only if it's tracked monthly. Most HVAC owners write off a single guess in March and leave real margin on the table.
- A clean job-cost P&L per tech, per truck, per service line
Monthly statements that tell you which crews are profitable, which trucks carry too much dead stock, and which service lines actually carry the business.
- 1099-NEC filings that don’t trigger IRS notices in January
Sub pay, address, and TIN matched at the source — so the forms go out right the first time, and the service-area reconciliation is already done.
- Inventory write-offs captured monthly, not in a panic in March
Truck counts, refrigerant logs, and material allocations run on a real cadence, so COGS reflects what actually left the truck — not a guess at year end.
Emergency calls, scheduled installs, and supplier credits — all in one P&L.
Plumbing revenue swings wildly between slow Tuesday service runs and a Sunday-night emergency in Yucaipa. Without segmentation, every job looks the same on paper — and the margins quietly disappear. We build the books to match the way plumbing actually bills.
- Emergency-call revenue mixed in with scheduled work
After-hours calls, weekend surcharges, and same-day premiums get lumped into the same revenue line as a Tuesday water-heater swap. You can't see which work is profitable — or price it correctly next year.
- Material markups + supplier credits that never reconcile
Ferguson, Hughes, and the local supply house issue credits against fixtures, returns, and damaged goods. Without a monthly reconciliation, those credits sit on the vendor statement until someone remembers.
- Multi-truck payroll + per-diem in the I-10 / I-15 corridor
Per-diem, drive time, and zone pay across the Inland Empire get buried in a single labor bucket. Year end arrives and there's no record of what a particular route actually cost.
- Job-type segmentation: service vs install vs emergency
Revenue and cost split cleanly across the three work types, so the monthly P&L actually answers the question you ask — “is this job worth taking?”
- Vendor credits reconciled against invoices every month
Supplier statements matched, credits applied, and the right cost hits each job. No more year-end scramble for unclaimed credit memos.
- Payroll + per-diem tracked by route, not at year end
Labor burden broken out by crew and by zone across the I-10 / I-15 corridor — so the cost of a route is visible before the quarter closes, not in April.
Progress billing, retainage, and multi-crew labor — without the margin bleed.
Commercial electrical work moves on AIA-style draws and retainage; residential service runs on time-and-materials. Most electrical books collapse both into the same revenue line, and the real margin on residential service quietly subsidizes the bigger jobs. We split them apart and watch the margin for you.
- Progress billing on commercial jobs against retainage
AIA draws, change orders, and 10% retainage all need to be tracked against each job — and against the deposit schedule. Without it, cash flow looks fine while the job is actually underwater.
- Material + permit costs bleeding margin on residential service
Panels, breakers, conduit, and the permit fees for the city or county quietly eat the margin on a residential service call. Most electrical owners quote the job and never revisit the actual cost.
- Multi-crew scheduling costs lost in a single labor bucket
Two or three crews running parallel jobs, with foreman pay, burden, and per-job allocations, all collapsed into one payroll line. The job that “made money” is a guess.
- AIA-style progress billing + retainage tracked by job
Every draw matched against the schedule of values, retainage tracked as a receivable, and change orders logged as they happen — so cash flow mirrors the job, not the calendar.
- Permit + material COGS kept off residential service margins
Material and permit costs segmented away from the residential service P&L, so the margin on a service call is what it actually is — not what the commercial backlog subsidizes.
- Labor + burden broken out by crew, by project, by quarter
Foreman pay, burden, and crew-level allocations run on a real cadence. You see which crews hit margin and which jobs quietly lost money — before the quarter closes.
Stop letting the books run the business.
Book a free 30-minute consultation to walk through your HVAC, plumbing, or electrical business — service lines, sub pay, supplier credits, the lot. No pitch, just a real conversation with someone who's done this for 26 years.