Bookkeeping for HVAC, MEP & Home-Service Contractors

Bookkeeping that moves your business forward.

Clear books. Better decisions. More room to focus on the work that built your business.

See how we help ↗
MonthlyBooks reconciled
5–7Business-day close*
Built forHVAC, plumbing & electrical

* Typically after month-end records are complete.

EXAMPLE FINANCIAL DASHBOARD Illustrative data — not a live client account
ILLUSTRATIVE MONTHLY VIEWExample period
Example trend ↗
$84,240 illustrative net revenue
Illustrative cash position$126,840Example movement
Example open items08Example status
01Built for the trades.Seasonal swings, job costing, and field-service reality.
02Human-led. Tech-enabled.Your tools stay. Your books get smarter.
03Decisions, not data dumps.Reports that tell you what to do next.
01 / The difference

Financial clarity should feel like a competitive advantage.

Most contractors do not need another spreadsheet. They need a calm, capable partner who understands how money moves through a service business.

We turn transactions into a clear operating picture, so you can price smarter, protect margin, and grow without guessing.

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02 / What we do

The back office, handled.

From daily transactions to year-end prep, your financial operations stay clear, current, and ready for the next decision.

01

Monthly Bookkeeping & Financial Close

Keep your books accurate, reconciled, and up to date. Receive monthly Profit & Loss, Balance Sheet, and Cash Flow Statements typically within 5–7 business days after month-end, subject to timely receipt of complete records.

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02

Accounts Payable & Receivable

Gain visibility into customer invoices, vendor bills, and aging balances. Standard bookkeeping includes AR/AP reconciliation; hands-on bill, invoice, scheduling, and collections support is separately scoped and remains subject to your approval.

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03

Job Costing & Profitability Analysis

Organize labor, materials, subcontractor costs, and other direct job expenses so you can evaluate profitability by job, project, or service line. Advanced and technician-level reporting depends on reliable source data and agreed scope.

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04

Balance Sheet Reconciliation & Asset Tracking

Maintain accurate records of loans, credit cards, fixed assets, and other balance sheet accounts. Track asset purchases and prepare depreciation schedules or adjusting entries based on approved accounting policies.

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05

Field-Service Software Reconciliation

Keep QuickBooks aligned with existing ServiceTitan, Housecall Pro, or Jobber data. We review supported invoices, payments, deposits, and sync discrepancies; new setup, migration, mapping redesign, and major troubleshooting are separately scoped.

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06

1099 Compliance & CPA Support

Stay prepared for year-end with organized vendor records, 1099 tracking, TIN collection and verification support, reconciled statements, and CPA-ready reports. Form preparation or filing coordination is available under an agreed scope.

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03 / Trade fluency

We speak your language.

Specialized books for the teams doing essential work in the real world.

HVAC

Specialized bookkeeping for HVAC contractors, including maintenance agreements, equipment and labor costs, ServiceTitan reconciliation, and seasonal cash-flow reporting.

Plumbing

Organized bookkeeping for plumbing businesses, covering materials, subcontractors, project expenses, and accounts receivable management.

Electrical

Financial reporting for electrical contractors, including project costs, multi-crew labor expenses, materials, and operational profitability.

04 / Monthly bookkeeping

Pricing

Starting monthly plans for contractors who want consistent books and clear next steps.

Apprentice

From $599/mo

Typically 1–3 trucks under ~$750K revenue

Consistent bookkeeping for owner-operators.

  • ✓Monthly transaction categorization
  • ✓Monthly bank and credit card reconciliation
  • ✓Month-end close, statements, and document organization
  • ✓Existing FSM, AR/AP, and 1099 tracking
  • ✓Dedicated bookkeeper and quarterly review

Master

From $1,499/mo

Typically 7+ trucks doing $2M+ revenue

Deeper financial visibility for larger operations.

  • ✓All Journeyman features
  • ✓Detailed job-profitability reporting included*
  • ✓Advanced KPI reporting
  • ✓Monthly financial review

* Job-costing coverage is subject to source-data quality, system capabilities, and agreed reporting scope.

✓ Starting prices reflect transaction volume, account complexity, connected systems, reporting requirements, and the condition of your existing books. Final pricing is confirmed after an initial review. · No hourly billing.

Optional services, scoped to your operation

Not every shop needs these services every month. We’ll scope the right combination based on volume, systems, data quality, and the level of ownership you want to retain.

Accounts Payable & Receivable Management

Vendor bill and customer invoice entry, aging monitoring, payment scheduling support, and follow-up. Payment execution stays with the client.

Payroll Processing & Reconciliation

Payroll preparation support, register review, journal entries, and reconciliation between the payroll platform, QuickBooks, and field-service data. Tax filings and remittances follow the provider or agreed scope.

Cleanup & Catch-Up Bookkeeping

Correct historical transactions, reconcile outstanding accounts, and restore reliable financial records before ongoing monthly work begins.

FSM Integration Setup & Cleanup

Configure supported connections, review account mappings, resolve sync discrepancies, and reconcile historical transactions for ServiceTitan, Housecall Pro, Jobber, or another supported platform.

Advanced Job Costing

Analyze profitability by job, labor category, equipment, or service line using the operational and financial data available in the agreed systems.

1099 Preparation & Filing Support

Review vendor records, validate available tax information, and prepare or coordinate required forms under a separately agreed scope.

05 / Fits your stack

Already fluent in your tools.

Keep the systems you rely on. We make the numbers inside them work harder. Active connections and export-based reconciliation depend on your current setup and agreed scope.

▦ QuickBooks Online▦ ServiceTitan▦ Housecall Pro▦ Gusto▦ ADP Payroll▦ Xero▦ Slack▦ Google Workspace
06 / Client work

Case Study

Bookkeeping cleanupTulsa, Oklahoma

Vendor-record cleanup for an HVAC contractor

League of Ledgers reviewed more than $140K in supplier activity in QuickBooks Online, addressing missing vendor bills, inconsistent coding, and stale open items for a residential and commercial HVAC contractor.

$140K+supplier activity reviewed
229statement items reviewed
61missing invoices recorded

The challenge

Vendor bills, open payables, and bank activity did not consistently match supplier statements. Some invoices were missing, while older bills remained open after payment and coding varied between entries.

The approach

League of Ledgers compared supplier statements with QuickBooks Online, documented the client’s chart of accounts, and set a consistent bill-entry format. Unclear charges and operational fixes were routed for client or office-admin follow-up.

The work completed

Recorded 61 invoices missing from QuickBooks, standardized 19 backlog bills and two vendor credits, and separated 43 invoices from a merged PDF for entry. A financing overpayment was recorded to receivables rather than revenue.

The contractor’s name is withheld. Vendor names and account-level details are omitted; figures summarize records provided for this engagement.

Bookkeeping cleanupWhittier, CaliforniaJanuary–June 2026

Reconciling HVAC revenue across two field-service platforms

League of Ledgers helped an HVAC contractor reconcile ServiceTitan and Housecall Pro revenue and review mixed personal and business spending. The work established a consistent, transaction-level method for comparing both systems with the accounting ledger.

$1.318Mreconciled revenue
$22.5Knet increase to ledger revenue
63mixed-use transactions reviewed

The challenge

Two differently configured platforms reported $1,371,000 in combined revenue, but shared invoices, credits, refunds, and report filters made the total unreliable. The books also included mixed-use charges that needed receipts and client review.

The approach

League of Ledgers applied one invoice-date basis net of credits and refunds, compared transaction-level exports from both systems with the ledger, and documented shared activity and report adjustments. Expense items were separated into supported business costs, personal activity for client-approved owner treatment, and items awaiting documentation.

The result

The reconciled revenue was $1,318,000, $53,000 below the raw CRM total and $22,500 above the pre-cleanup ledger. Of 63 mixed-use transactions totaling $24,860, $17,120 was supported as business expense, $4,580 was identified as personal activity, and $3,160 remained pending documentation or confirmation.

The contractor’s name is withheld. Cleanup and reconciliation required 32 staff hours over three weeks.

07 / Your next clear move

Ready to stop guessing?

Bring us the messy books, the seasonal swings, and the big next step. We’ll bring clarity.

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