Profit margin benchmarks, exit preparation strategies, and financial best practices from our team of former private equity professionals.
In our experience working with plumbing, HVAC, and electrical contractors across the $5M to $30M revenue range, we’ve noticed something troubling: most bookkeepers report numbers without context. They hand over...
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For most home services companies in the $5M–$30M revenue range, the call center is the most underleveraged profit lever in the entire...
What a QoE report actually does, why it matters more in home services than most industries, and how to prepare for one...
Why Most Home Services Companies Don’t Close Monthly — And What It Costs Them Most home services companies do not close their...
How to get ServiceTitan data into QuickBooks correctly. Chart of accounts setup, integration configuration, sync issues, and monthly reconciliation process.
Why Your Chart of Accounts Matters (More Than You Think) A well-designed chart of accounts is the foundation of everything that follows:...
Roofing Bookkeeping Is Not Like Other Trades Bookkeeping for roofers has a different set of challenges than bookkeeping for HVAC, plumbing, or...
Deep-dive playbooks built for home services owners navigating growth, exits, and financial operations.
Call center metrics that drive profit for home services companies. Booking rates, conversion rates, CSR performance, and how to connect them to...
Two Very Different Businesses That Share a Truck Residential and commercial contracting look similar from the outside. Same trades, same licenses, same...
Most home services contractors who think they have a pricing problem actually have a sales-funnel problem. This guide walks through the three...
Most Home Service Companies Are Underpricing — and They Don’t Know It Here is a pattern we see constantly with home service...
How to calculate gross profit by department for home services companies. Why segment-level P&Ls matter more than your total company gross margin.
Payment processing fees eat 2.5% to 3.5% of every dollar your home services company collects. For a contractor running $8M in revenue,...