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Accounting Services

Catch-Up Bookkeeping Services

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.

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

The books haven't been touched since before last summer's rush

It is common for a shop's bookkeeping to fall behind the moment the AC season hits, when every hour goes to dispatching techs and running calls instead of sitting down with QuickBooks. Bank feeds pile up with hundreds of uncategorized charges from the supply house, gas, and the Home Depot card, and the backlog only gets more discouraging the longer it sits.

Meanwhile payroll still has to match what techs were actually paid, sales tax on parts still has to be backed up by real numbers, and the tax return still has to get filed, no matter how many months have gone by untouched.

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

We don't actually know if last year was a good year or not

Without current books, an owner is left judging the year by whatever is sitting in the checking account, with no real read on which jobs made money, what is still owed to vendors, or what customers still owe on open invoices. A busy summer can still add up to a bad year once truck payments, payroll, and unpaid supply house bills are counted.

That uncertainty follows the owner straight into tax season, since there is no reliable set of numbers for the tax preparer to start from.

A tax return filed off incomplete records raises the odds of an inaccurate filing, which can trigger a notice or an amended return, and a refund tied to a return filed too late falls outside the standard three-year window to actually collect it.

We're afraid of what we'll find once we finally look

Owners often put off catching up because they are worried about what will turn up, whether that is unpaid sales tax on parts, a missed payroll tax deposit, or a bigger tax bill than expected. That worry is usually what keeps the backlog growing instead of getting fixed.

In practice, most catch-up projects turn up manageable issues once they are actually laid out on paper, and having real numbers is what makes a payment plan or a fix possible in the first place.

Waiting does not change what is owed, it just lets penalties and interest keep compounding by the day, and it closes the door on penalty relief programs that are far easier to qualify for once the missing filings are actually caught up and submitted.

How we fix each of those

  1. 01

    A month-by-month rebuild from your last accurate close

    We pull bank and credit card statements plus ServiceTitan or Housecall Pro job history and work forward one month at a time, categorizing every supply house charge and matching job costs to the job they belong to, so the rebuilt books in QuickBooks Online reflect what actually happened.

  2. 02

    A plain-language readout once the books are current

    Once every month is caught up, we walk you through what the numbers show, including which months were actually profitable and any unpaid sales tax or missed payroll deposits that turned up along the way, so nothing is left buried in a spreadsheet.

  3. 03

    Filings prioritized by deadline, not by panic

    Where the catch-up turns up a late sales tax return or a missed payroll deposit, we lay out the options, including penalty relief for reasonable cause, and file the ones tied to the closest deadlines first so nothing falls further behind while the rest gets finished.

Everything included

  • Categorization of backlogged bank and credit card transactions
  • Reconciliation of every account back to the last accurate month
  • Job cost matching between ServiceTitan or Housecall Pro and QuickBooks
  • Rebuilding of missing vendor bills and supporting receipts
  • Correction of prior miscategorized job costs and supply house charges
  • Financial statements prepared for every caught-up month
  • Identification of missed payroll tax or sales tax filings
  • Ongoing monthly bookkeeping setup once the shop is current

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.