Tech payroll, parts, and jobs that finally reconcile. QuickBooks, QuickBooks, fixed fee. Free assessment.
Dallas is a fast, deal-driven market where owners grow first and reconcile the books later — until a lender, a partner, or tax season forces the reckoning. For HVAC, plumbing and electrical companies across Dallas County — from Uptown and the Design District to Deep Ellum and Bishop Arts — that shows up as parts bought, parts installed, and parts riding around in vans never tie out — so job margin is fiction and high-margin service calls and low-margin installs share one revenue line, hiding what to sell more of
Steven Palmieri works remotely with Dallas owners in a market defined by a headquarters-dense economy of finance, technology, and professional services. We split service from install revenue, clean up parts and truck-stock costing, and reconcile ServiceTitan/Housecall Pro payouts to the bank. You get a documented before/after trail your CPA can verify — no offshore rush job, no judgment about how far behind the books have slipped.
You're not bad at business. The books just stopped telling the truth about trucks and techs.
Parts on the shelf, parts on the van, and parts on the invoice live in three different realities.
Commission, overtime, and spiffs never land cleanly — so labor cost is a gut feel.
You're making hiring and truck decisions on last quarter's maybe.
Two minutes. No document dump. Just the truth about how behind it feels.
We clean job/service categories, inventory flow, and tech pay so the board is usable weekly.
Backlog cleared. Accounts reconciled. A before/after report you — and your CPA — can act on.
Trade-business cleanup: jobs, parts, techs — numbers you can run a company on.
Every account reconciled and every anomaly documented before we change a thing.
The backlog cleared with hvac / plumbing / electrical business-correct categories — not a generic chart of accounts.
A before/after summary and a simple monthly rhythm so it stays clean after we leave.
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.
“Finally handed my CPA a clean QuickBooks file instead of a shoebox.”
“Learned service agreements were carrying the whole company.”
“Job costing went from guesswork to a Monday report.”
Illustrative examples of typical client situations — not statements from specific named clients.
Tell us a little about the business — we reply within one business day.
Yes — we serve Dallas and the wider Dallas County area entirely remotely, working from your QuickBooks exports and bank feeds. No office visit required.
Most cleanups finish in 2–4 weeks depending on backlog size and account volume.
Fixed fee, quoted after the free assessment — based on months behind, accounts, and transaction volume. No hourly surprises.
Yes — we reconcile your field platform to QuickBooks so both agree.
Never. Messy books are a symptom of a busy business. Fixing them is literally what we do all day.