Home services businesses run on volume. A single job that loses money is easy to miss in the noise of a busy schedule. A pattern of underpriced or poorly tracked jobs is not. That pattern is exactly what disappears when job-level accounting is not being done.
Most home services businesses run a high volume of relatively fast jobs rather than a small number of long-duration projects. That means the accounting challenge is different from a construction firm managing a handful of active builds at once. There is usually no need for work-in-progress schedules or retainage tracking, since most jobs are billed and collected close to completion. What matters instead is whether you can see profitability at the individual job level, across a high volume of jobs, clearly enough to spot patterns.
We track revenue and direct costs, labor, materials, and subcontractor expense, by individual job, so you can see which job types, which crews, and which kinds of work are actually generating margin, not just which ones keep your schedule full.
A full schedule tells you that you are busy. Job-level profitability tells you whether being busy is actually working.
HVAC, landscaping, roofing, and many other home services businesses see revenue concentrated in specific seasons, while payroll, vehicle costs, insurance, and other overhead continue year-round regardless of how busy the calendar looks. Without clear visibility into that pattern, it is easy to spend through a strong season without setting aside what the slower months will require.
We track your cash flow with your seasonal pattern in mind, so your monthly reporting shows not just where you stand today, but how your current cash position compares to what your slow season has historically required. That visibility is what makes it possible to plan deliberately around your busy and slow periods instead of being caught off guard by the same seasonal crunch every year.
Seasonal cash flow planning works best when at least one full season has been tracked accurately. If your business is new or your books have not captured a full seasonal cycle yet, we will build toward that visibility from the data available and refine it as more history accumulates.
Trucks, specialized tools, and equipment represent real capital investment for most home services businesses, and that value needs to be tracked accurately on your books over time. We record equipment depreciation correctly and consistently, reflecting asset cost, useful life, and accumulated depreciation in line with whatever depreciation method you and your CPA have determined is right for your business and your tax strategy. Decisions about depreciation methods and any tax elections are conversations to have with your CPA. Once that decision is made, we record it accurately, every period, without fail.
Subcontractor payments are tracked with the same consistency. Whether you bring in subcontracted crews for overflow work, specialized trades, or seasonal capacity, we record what is billed, what is paid, and what remains outstanding, so your job costing reflects accurate subcontractor expense and your books are ready when 1099 reporting season arrives.
✓ What we handle | ✕ What stays with you and your CPA |
✓ Recording job-level revenue and direct costs across your full job volume | ✕ Pricing jobs or setting your rates |
✓ Tracking seasonal cash flow trends to support planning across busy and slow periods | ✕ Making business decisions about staffing or capacity based on that data |
✓ Recording equipment depreciation accurately based on the method you and your CPA select | ✕ Choosing a depreciation method or tax election strategy |
✓ Tracking subcontractor billing, payments, and outstanding balances | ✕ Managing subcontractor relationships or negotiating their rates |
✓ Delivering job-level and business-level profitability reporting | ✕ Tax filing or tax strategy of any kind |
✓ What we handle | ✕ What stays with you and your CPA |
✓ Recording job-level revenue and direct costs across your full job volume | ✕ Pricing jobs or setting your rates |
✓ Tracking seasonal cash flow trends to support planning across busy and slow periods | ✕ Making business decisions about staffing or capacity based on that data |
✓ Recording equipment depreciation accurately based on the method you and your CPA select | ✕ Choosing a depreciation method or tax election strategy |
✓ Tracking subcontractor billing, payments, and outstanding balances | ✕ Managing subcontractor relationships or negotiating their rates |
✓ Delivering job-level and business-level profitability reporting | ✕ Tax filing or tax strategy of any kind |
We work alongside your CPA, not in place of one. Where a decision touches tax strategy, that conversation belongs with your CPA. Our job is to make sure your books accurately reflect whatever you and your CPA decide.
Metric | Why it matters |
Average job profitability | Shows whether your typical job is generating real margin once labor and materials are fully accounted for, not just whether it generated revenue. |
Revenue by job type | Reveals which categories of work are most profitable, useful for deciding where to focus marketing and scheduling priority. |
Cash runway through slow season | Shows whether your current cash position can comfortably carry your fixed overhead through your historically slower months. |
Equipment cost per job | Allocates vehicle and equipment costs across the jobs they support, giving a more accurate picture of true job-level cost. |
Subcontractor cost as a percentage of revenue | Tracks how much of your revenue is going to subcontracted labor, an important input for pricing and capacity decisions. |
Revenue per crew or technician | Shows how individual crews or technicians are contributing to overall revenue, useful for scheduling and staffing decisions. |
Metric | Why it matters |
Average job profitability | Shows whether your typical job is generating real margin once labor and materials are fully accounted for, not just whether it generated revenue. |
Revenue by job type | Reveals which categories of work are most profitable, useful for deciding where to focus marketing and scheduling priority. |
Cash runway through slow season | Shows whether your current cash position can comfortably carry your fixed overhead through your historically slower months. |
Equipment cost per job | Allocates vehicle and equipment costs across the jobs they support, giving a more accurate picture of true job-level cost. |
Subcontractor cost as a percentage of revenue | Tracks how much of your revenue is going to subcontracted labor, an important input for pricing and capacity decisions. |
Revenue per crew or technician | Shows how individual crews or technicians are contributing to overall revenue, useful for scheduling and staffing decisions. |
You are a good fit if:
No commitment. No judgment. Serving contractors and trade businesses across the United States.