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Home services accounting

Accounting Services for Growing Businesses

Job costs tracked by tech, payroll run for a crew on commission and overtime, and reports that tell you which jobs actually made money, from a team that knows ServiceTitan and Housecall Pro.

Built for HVAC, plumbing, electrical, and mechanical contractors running trucks, techs, and service agreements out of QuickBooks Online, ServiceTitan, and Housecall Pro.

What sends contractors looking for this

Job costs from ServiceTitan or Housecall Pro don't line up with your books

Techs enter parts and labor against the wrong job, or a call gets closed out with the material cost left blank because the truck stock was never counted. When that data flows into QuickBooks, the job comes out looking more profitable than it was, or a service agreement job shows a loss because the free maintenance visit was never coded right.

Owners end up pricing the next similar job off numbers that were wrong from the start, because nobody reconciled what ServiceTitan says a job cost against what actually hit the bank and the truck inventory.

Underpriced install and replacement jobs bleed a few hundred dollars each, and across a hundred jobs a year that is real profit walking out the door, plus a bank loan application built on a P&L that overstates margin can get declined once the lender's underwriter starts asking questions.

We can't run payroll for techs on commission, spiffs, and overtime without a mistake

A tech's pay stub might include a base wage, a commission on the install he sold, a spiff for pushing a maintenance agreement, and overtime from a Saturday emergency call. Getting the overtime math wrong when commission is folded into the regular rate is one of the most common wage and hour mistakes in the trades, and it is easy to miss without someone checking every pay period.

Owners running payroll themselves in a hurry between calls often do not catch a miscalculated overtime rate or a missed state unemployment filing until a notice shows up months later.

A late federal payroll tax deposit costs a penalty starting at 2% and climbing to 15% of the amount owed, and an underpaid tech who files a wage claim over miscalculated overtime can cost the owner back pay, penalties, and legal fees personally, not just out of the business account.

We don't have financials we can hand a bank when we need a new truck or equipment loan

A lender financing a new service van or a piece of install equipment wants a profit and loss statement and balance sheet that tie out and reflect the business the way it actually runs, including membership revenue, warranty costs, and truck loans. A lot of shops only have whatever QuickBooks happens to show on the day someone logs in, with months of unreconciled transactions behind it.

Pulling something together the night before a loan application, from a file that has not been checked in months, produces numbers that raise more questions than they answer once a lender's underwriter starts reviewing them.

This routinely costs a shop the truck loan or the equipment financing it needs to take on more calls during the summer AC crunch, delays closing on financing until after the busy season has already passed, and can knock down the amount a bank is willing to lend once messy statements raise doubt.

Our books have been neglected since last busy season and we're afraid to look

It is common for a shop's bookkeeping to slide once the summer AC rush hits, and then it never quite catches back up once things slow down. Months pass, credit card charges at the supply house pile up without receipts, and the idea of sorting through it all starts to feel worse than just leaving it alone.

Meanwhile the tax return still has to be filed, payroll still has to match what techs were actually paid, and sales tax on parts still has to be backed up by real numbers, no matter how far behind the books have fallen.

Every month of delay increases the odds of missing quarterly estimated tax payments, losing the window to make a timely S corp election that would have saved on self-employment tax, and letting a sales tax lookback period on parts sold grow longer and more expensive to clean up.

We're spending Sunday nights on bookkeeping instead of running the shop

Many owners try to keep their own books because paying for help feels like an extra bill, but the real cost is the hours spent matching supply house receipts, fixing miscoded job costs, and figuring out software instead of dispatching techs or bidding jobs.

That time has a real dollar value, and once an owner adds up the hours honestly, it is usually worth more than what a bookkeeper would charge to do it right the first time.

The hidden cost shows up at month end, when an owner without a formal close process ends up bidding new jobs and setting next season's prices off numbers that are already a month or two stale and missing several job costs.

How we fix each of those

  1. 01

    Monthly job-cost reconciliation between ServiceTitan or Housecall Pro and QuickBooks

    Every month we pull job cost detail from ServiceTitan or Housecall Pro, match it against what hit the bank and credit cards in QuickBooks Online, and correct any job coded to the wrong account so labor, parts, and truck stock are counted where they actually belong before you see a report.

  2. 02

    Payroll built for commission, spiffs, and overtime, run every pay period

    We calculate the blended overtime rate correctly when commission and spiffs are part of a tech's pay, run payroll on your schedule in QuickBooks Payroll, and file federal and state payroll tax deposits before they are due, so a rushed calculation never turns into a wage claim or a penalty notice.

  3. 03

    Financial statements a bank will actually approve

    We prepare a balance sheet and profit and loss statement monthly or quarterly that account for membership revenue, warranty costs, and equipment loans correctly, and we package them the way a bank or equipment lender expects, so you can apply for a truck or install financing before the busy season, not scramble for it during.

  4. 04

    A month-by-month catch-up that gets the shop current

    We work backward from your last accurate close, rebuild the books one month at a time using bank and credit card statements plus ServiceTitan job history, and flag anything that affects a tax deadline or license renewal along the way, so you end up with real numbers instead of a guess.

  5. 05

    Ongoing bookkeeping and payroll off your plate, priced flat

    We take monthly reconciliation, job costing, and payroll processing off your desk for a fixed monthly fee based on how many trucks and techs you run, with a dedicated bookkeeper who knows your dispatch software and delivers reports on a set schedule you can plan next season's hiring and bidding around.

Everything included

  • Monthly reconciliation of bank, credit card, and truck loan accounts
  • Job cost matching between ServiceTitan or Housecall Pro and QuickBooks
  • Categorization of supply house purchases and truck stock
  • Full-cycle payroll for base wage, commission, spiffs, and overtime
  • Quarterly and annual payroll tax filings (Forms 941, 940, W-2s, 1099s)
  • Monthly or quarterly financial statements built around job profitability
  • Accounts payable tracking for supply houses and equipment vendors
  • Sales tax return preparation and filing for parts sold
  • Catch-up bookkeeping for backlogged months or years
  • Monthly close checklist reviewing job costs and margins
  • Secure document and financial statement delivery portal
  • Direct access to a dedicated bookkeeper who knows the trades

Contractors who have already done this

Real Google reviews from owners we work with, next to the engagements behind the numbers.

  • Google review

    As a home services company, I feel that High Velocity Accounting has elevated our business to the next level. We are able to dig deeper into our numbers, report accurately and make adjustments where needed. They are very responsive, detail oriented and an extension of our team.

    Cathleen Helin

    Owner, Home Services

    Clovis, CA

  • Case study

    How a Construction Company Cleaned Up Two Years of Books and Financed New Equipment

    Construction · $2.8M - $4.1M annual revenue

    Books brought current
    22 months
    Equipment loan approved
    $680,000
    Read the full breakdown
  • Google review

    I have been so genuinely pleased with High Velocity Accounting's services. I feel I have an extension of our team in Brett and his team. They always make time for my questions and look for strategic ways to build our businesses mutually. I rest easy knowing our books are kept in good order and our taxes are prepared professionally. I never hesitate to recommend this firm to any service business owners looking for professional book keeping and tax services.

    Texas Medley

    Owner, Service Contracting

    Clovis, CA

  • Google review

    We have been using High Velocity Accounting for a couple years now and are so thankful for their service! They are meticulous, thorough, dependable and always ready to deal with a curveball. Kind, patient, gracious. Thank you for your service and the relationship we've developed together.

    Grant Schoenberger

    Client, Trades

    Clovis, CA

  • Google review

    Brett Neal has been our family's accountant for over six years now, because he is the most dependable professional in this business. We started with Brett as two separate single-filers with simple W-2's and quickly graduated to a married couple having multiple types of complicated business/tax filings. Brett took every shift in stride; every transition has been carried out smoothly and without any hiccups. Trust that this is the guy for all your filing, bookkeeping, and financial consulting needs.

    Alyssa Cotrina

    Business Owner, Trades

    Clovis, CA

Talk to a CPA who will actually pick up the phone

Start with a 30-minute consultation at no cost. You will leave it knowing what the work involves, what it costs, and what happens next.