To provide the highest level of service, we work exclusively with plumbing service companies. We are open to working with businesses that offer additional trade services, such as HVAC or electrical, as long as plumbing is the primary focus of the company.

Yes. We offer our services to plumbing service companies at various stages, from smaller teams to more established operations. What matters most is a willingness to improve systems and use financial information to run the business more intentionally.

That depends on your situation. In some cases, we can replace an existing provider. In others, we may work alongside internal staff or external professionals to strengthen the overall financial function. We’ll help you determine what makes the most sense for your business.

Initial consultations are free. This conversation helps us understand your business and helps you determine whether we are a good fit. In many cases, we recommend a one-time diagnostic engagement to take a deeper look at your financials before moving into an ongoing monthly relationship. This approach allows both sides to move forward with clarity and confidence.

We primarily use upfront, fixed pricing so you know what to expect. Hourly billing is only used for unique or one-time projects when appropriate. We believe transparency matters, and you should never be surprised by your bill.

We’ve found that QuickBooks Online tends to work best for plumbing companies, especially for integrating with field service management systems like Service Titan. If your business is currently on a different accounting platform, we will typically suggest transitioning your business to QuickBooks Online.

Our focus is on strategic monthly accounting and financial reporting. While we do not prepare income tax returns, we can work with your tax professionals to ensure a clean tax season each year. This allows us to stay focused on the work that creates the most value throughout the year.