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High Velocity AccountingHigh Velocity Accounting

Accounting Services

Monthly Bookkeeping Services

Every job cost, supply house charge, and membership payment categorized correctly and every account reconciled, every month, so your job profitability numbers are actually right.

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

Schedule Your Free Strategy Call(559) 203-3450

What sends contractors looking for this

Our bank balance in QuickBooks never matches what's actually in the account

When nobody reconciles the accounts every month, the balance shown in QuickBooks drifts away from the real bank balance. A supply house charge on a card that got paid off twice, a customer deposit that hit the bank but never got logged, or an outstanding check all compound over time into a gap nobody can explain.

Once that gap opens, every report pulled from QuickBooks, including the profit and loss statement your tax preparer relies on to file your return, is built on numbers that do not actually match your bank.

This shows up at the worst time, right when you are applying for a truck loan or filing your tax return, and tracking the discrepancy down transaction by transaction under a deadline usually means paying rush fees to whoever has to fix it.

Nobody has time to enter supply house charges and job costs every week

Between dispatching techs and running calls, credit card charges from the supply house pile up fast, and without a set process they sit uncategorized for weeks or months. When someone finally sits down to catch up, everything gets dumped into a generic 'materials' account just to move on, with no link back to the job it was actually for.

That kind of rushed entry means you can no longer tell whether the install crew is buying more copper than the job called for, or whether a specific job actually made money after parts and labor.

Sloppy categorization at year end regularly overstates or understates what you can deduct for parts and truck expenses, and it hides which jobs and which techs are actually profitable, so you keep bidding future jobs the same way you always have and leaving margin on the table.

We're not sure our books would hold up if the state came asking about sales tax

Sales tax on parts sold to a customer works differently than sales tax on labor, and a lot of invoices from ServiceTitan or Housecall Pro do not split those out cleanly when they land in QuickBooks. If the books can't show which portion of each invoice was taxable parts and which was labor, there is nothing to hand over if the state asks.

Books with unreconciled accounts or vague categories make it much harder to prove what was actually charged and collected, even when everything was handled honestly at the time.

In an actual sales tax audit, a shop that can't separate parts from labor on past invoices often ends up owing back tax on the full invoice amount, plus penalties and interest, instead of just the taxable parts portion.

How we fix each of those

  1. 01

    Consistent monthly categorization and reconciliation

    We process your bank feeds and credit card charges every month, categorize each supply house purchase and job cost to the correct account, and reconcile every bank, credit card, and loan account to its statement before the books are closed for the period.

  2. 02

    A chart of accounts built around jobs, not guesswork

    We set up or clean up your chart of accounts so parts, labor, subcontractor costs, and truck expenses are tracked separately by category, which makes your profit and loss statement useful for pricing the next job and consistent when it is time to file taxes.

  3. 03

    Parts and labor split correctly on every taxable invoice

    We review invoices pulled from ServiceTitan or Housecall Pro each month, confirm parts and labor are recorded separately, and flag anything sales tax should have been collected on but wasn't, so your books can back up what was actually charged if the state ever asks.

Everything included

  • Monthly categorization of all bank and credit card transactions
  • Full reconciliation of every bank, credit card, and loan account
  • Chart of accounts setup split by parts, labor, and truck costs
  • Monthly profit and loss statement and balance sheet
  • Vendor and customer transaction tracking, including supply houses
  • Journal entries for truck loan interest, prepaid insurance, and depreciation
  • Secure cloud-based access to your books at any time
  • Year-end file preparation for your tax preparer

Work that pairs with this

Catch-Up Bookkeeping

Months of books left untouched since the last AC rush rebuilt job by job, reconciled against the bank, and made tax-ready, without judgment about how they got that way.

View Catch-Up Bookkeeping

Account Reconciliation

Every ServiceTitan or Housecall Pro payout, supply house card, and van loan checked against the bank every month, so a bad deposit or a missing receipt gets caught while it's still small.

View Account Reconciliation

Financial Statement Preparation

Balance sheets and profit and loss statements that account for service agreements, warranty work, and truck loans correctly, ready for the bank when you need a new truck or a line of credit.

View Financial Statement Preparation

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

Where we do this work

Our office is in Clovis and we work with home services contractors across the Central Valley and nationwide. Pick your city to see how bookkeeping works for shops in that market.

Not on the list? We run every engagement over QuickBooks Online, ServiceTitan, and Housecall Pro, so distance does not change the work. Call (559) 203-3450.

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.

Schedule Your Free Strategy Call(559) 203-3450