We do the books so you can actually clock out.
No more receipts and QuickBooks at the kitchen table at 10pm. We keep your books closed and cost every job, so you finally know which jobs actually make you money, and you get your evenings back.
HVAC owners: booking year-end cleanups now. Get your books clean before year-end and tax season. See the HVAC page.
Run by Kyle Dickerson: accounting degree, MBA, 19 years of accounting experience. Starting in Texas. Working with trade shops nationwide. Remote, so the books get done without anyone coming to your office.
Busy is not the same as profitable.
Most trade shops can't tell you which job types make money. Not because the owner isn't sharp. Because the numbers live in three places, none of them agree, and the only time to sort it out is after the kids are in bed.
- You finish a 10-hour day, then do paperwork at the kitchen table until 10pm.
- Revenue is up, but cash still feels tight every month.
- Install jobs look great on the invoice. Then callbacks and extra labor hours eat the margin.
- Your field software and QuickBooks don't match, and nobody knows which one is right.
- The books are a few months behind, so every decision is a guess.
Can you fill in this table today?
This is the Job Profit Report we build for every client: once at the end of a Cleanup, then every month. Profit by job type, after labor and materials, using your shop's own job types. If you can't fill it in, you're pricing and staffing on gut feel.
Gut feel built your shop. Numbers help you keep what you earn. Step one is finding out whether your books can even answer the question.
Find out in 20 minutes| Job type | Revenue | Labor + parts | Margin |
|---|---|---|---|
| Service calls | ? | ? | ? |
| Repair | ? | ? | ? |
| Installs + replacements | ? | ? | ? |
| New construction | ? | ? | ? |
| Total | ? | ? | ? |
Built for the trades.
- HVACMaintenance agreements, repair vs replacement margins, seasonal cash.
- PlumbingService vs new construction, water heater installs, callbacks.
- ElectricalService calls, panel upgrades, and bid work, each costed on its own.
- Roofing + other tradesIf you send trucks to job sites, talk to us.
Start with a free look. Get a straight price.
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Free 20-minute Books Review
On a video call, you share your screen and open your QuickBooks. We look at it together. You hear what's broken, what it's likely costing you, and a cleanup price before we hang up.
Free. No logins, no uploads.
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One-time Cleanup
We fix QuickBooks, fix the sync from ServiceTitan, Jobber, or Housecall Pro, and catch up the months that fell behind. Ends with your first Job Profit Report.
Starting at $1,500
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Monthly Books + Job Costing
Books closed by the 15th. A Job Profit Report every month. 1099s for subs. Sales tax tracking. A weekly numbers text.
Starting at $500/mo
Want more? Profit Partner adds part-time CFO work: pricing, cash forecasts, tech productivity, and a monthly call.
What you get every month
- Books closed by the 15th of the next month
- Profit by job and by job type
- Text a receipt photo and we tie it to the job
- 1099s handled for your subs
- Sales tax tracked so it's not a surprise
- A short weekly text with the numbers that matter
Who this is for
- HVAC, plumbing, and electrical contractors. Roofers and other trades welcome.
- Owners who want profit by job, not just a P&L
- Owners who are done doing the books after hours
- Shops on ServiceTitan, Jobber, Housecall Pro, FieldEdge, or paper
Who it isn't for
- Anyone looking for tax filing. We don't do it.
- Businesses outside the trades. Good folks. Not our lane.
20 minutes. Your screen. A straight answer. Then go home.
Pick a time, open your books, and share your screen. We'll tell you what's broken, what it's likely costing you, and what fixing it would cost. You never hand over a password, and you're under no obligation.
- QuickBooks
- ServiceTitan
- Jobber
- Housecall Pro
- FieldEdge