Home Services
Who we work with
General contractors and trades (plumbing, HVAC, electrical)
Landscaping and lawn care businesses
Cleaning and maintenance companies
Property management companies
Snow Removal
They typically have:
Between 500k - 8 million of annual revenue
Lean or no internal finance function
A mix of recurring, project-based, and seasonal revenue
How we can help
Bookkeeping and reconciliations to keep your financials accurate and up to date.
Cash flow forecasting so you always know when money is coming in and going out.
Job and property-level costing to keep margins clear and track profitability.
Payroll and contractor automation to simplify staff and 1099 reporting.
Tax coordination to stay compliant and avoid year-end surprises.
The Challenges
Unpredictable cash flow – customer deposits, late payments, and seasonal demand disrupt stability.
High payroll and contractor costs – fluctuating crews and seasonal staff add complexity.
Job costing and margin visibility – unclear tracking makes it hard to know if projects and properties are profitable.
Tax and compliance strain – 1099s, payroll taxes, and sales tax reporting pull time from operations.
Back-office overload – reconciliations, vendor payments, and tenant deposits often fall behind.
