Most home services owners came up through the trades, not the books. You can run a profitable job and still end the month wondering where the cash went — and that gap between “busy” and “actually making money” is where financial management lives.
The articles in this category cover the things we see blow up most often inside HVAC, plumbing, electrical, and roofing businesses: job costing that actually ties back to the P&L, cash flow forecasting when receivables are choppy, labor burden math nobody wants to do, pricing floors that don’t leave margin on the table, and the monthly close discipline that separates a $2M shop from a $20M one. Every piece is written from the seat we sit in — working hands-on with home services contractors as fractional CFOs — not from a textbook.
If you’re trying to get a cleaner read on your numbers, fix a margin that’s been sliding, or just stop flying blind between tax returns, start here.
The Real Difference Between 1099 and W2 in Home Services The question of 1099 vs W2 contractors comes up constantly in home...
You closed the deal. The CIM looked clean, the quality of earnings came back reasonable, and the org chart had names in...
In our experience working with plumbing, HVAC, and electrical contractors across the $5M to $30M revenue range, we’ve noticed something troubling: most...
For most home services companies in the $5M–$30M revenue range, the call center is the most underleveraged profit lever in the entire...
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.