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. QuickBooks, QuickBooks, fixed fee. Free assessment.

Get my free cleanup assessment
Steven Palmieri · Dallas, TXQuickBooks 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 QuickBooks 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.