For the owner-operator

You didn't build a trade company to argue with QuickBooks after every service call.

Tech payroll, parts, and jobs that finally reconcile. Fixed fee. Free assessment.

Get my free cleanup assessment
Steven Palmieri · Dallas, TXbooks cleanup specialistsConfidential — your data stays yoursAssessment within 2 business days

If this is your week…

You're not bad at business. The books just stopped telling the truth about trucks and techs.

🚐

Jobs and trucks don’t match the books

Parts on the shelf, parts on the van, and parts on the invoice live in three different realities.

🧾

Tech pay is always a puzzle

Commission, overtime, and spiffs never land cleanly — so labor cost is a gut feel.

💰

Cash is tight and the P&L is late

You're making hiring and truck decisions on last quarter's maybe.

How it works

1

Tell us where it hurts

Two minutes. No document dump. Just the truth about how behind it feels.

2

Free assessment

We clean job/service categories, inventory flow, and tech pay so the board is usable weekly.

3

We clean it up

Backlog cleared. Accounts reconciled. A before/after report you — and your CPA — can act on.

The HVAC / Plumbing / Electrical Business Books Cleanup Package

Trade-business cleanup: jobs, parts, techs — numbers you can run a company on.

Full diagnostic review

Every account reconciled and every anomaly documented before we change a thing.

Catch-up categorization

The backlog cleared with industry-correct categories — not a generic chart of accounts.

Clean handoff report

A before/after summary and simple monthly rhythm so it stays clean.

If our assessment can’t show you exactly what’s wrong and what it costs to fix, the assessment costs you nothing — no obligation either way.

Get my free cleanup assessment

HVAC / Plumbing / Electrical Business owners like you

“Learned service agreements were carrying the whole company.”

— Owner, HVAC company, 9 techs

“Job costing went from guesswork to a Monday report.”

— Owner, plumbing contractor

Illustrative examples of typical client situations — not statements from specific named clients.

Get your free cleanup assessment

Tell us a little about the business — we reply within one business day.

We’ll only use this to respond about your books. No spam, ever.

Common questions

How long does a cleanup take?

Most cleanups finish in 2–4 weeks depending on backlog size and account volume.

What does it cost?

Fixed fee, quoted after the free assessment — based on months behind, accounts, and transaction volume. No hourly surprises.

Do you replace my CPA?

No — we make your CPA’s job easier (and often cheaper) by handing them clean, reconciled books.

Do you work with ServiceTitan / Housecall Pro / Jobber?

Yes — we reconcile your field platform to QuickBooks so both agree.

Will you judge the mess?

Never. Messy books are a symptom of a busy business. Fixing them is literally what we do all day.

What happens after the cleanup?

You get a simple monthly closing rhythm — keep it in-house or have us maintain it. Your choice, no lock-in.