ServiceTitan Accounting & Bookkeeping
Turn your ServiceTitan data into financials you can actually trust
Most contractors on ServiceTitan have rich operational data and books they can’t trust. We reconcile ServiceTitan to QuickBooks the right way — then show you gross profit by business unit, location, and trade. Accurate financials, on time, built by people who work inside ServiceTitan every day.
Why most contractors’ ServiceTitan books don’t tie out
ServiceTitan runs your operation beautifully. It was never built to be your accounting system — and the QuickBooks sync only gets you part of the way there.
Your numbers don’t match
Revenue in ServiceTitan, revenue in QuickBooks, and deposits in the bank all tell different stories — so you trust none of them.
Payments fall through the cracks
Payment processor deposits, third-party financing payouts, and undeposited funds never cleanly reconcile to what ServiceTitan says you collected.
Upfront money is mishandled
Customer deposits and prepaid work get booked as revenue the day they’re collected instead of when the work is earned — overstating today and understating tomorrow.
Cost recognition is guesswork
Job costs in ServiceTitan don’t tie to what actually left your bank account, so your margins are fiction.
ServiceTitan accounting, reconciled to reality
We make ServiceTitan and your bank agree — every month.
Revenue recognition
ServiceTitan as the source of truth, recognized when the work is actually earned.
Cost recognition
Real costs that tie to your bank account — not ServiceTitan estimates.
Cash reconciliation
Collected revenue matched to deposits, ServiceTitan to bank, every month.
Processor & financing
Payment processor and third-party financing deposits reconciled in full.
Financing payout tracking
Every dollar a lender (GreenSky, Synchrony) owes you, tracked until it lands.
Undeposited funds
Cleared and accounted for, so nothing sits in limbo.
Deferred revenue
Customer deposits and upfront payments booked when earned, not when collected.
A/R & aging
Receivables and aging you can actually act on.
Source of truth forRevenue
Source of truth forCash & Cost
Real accounting is reconciling the two — every month, without gaps.
When that’s done right, your financials finally match reality. When it isn’t, you get two sets of numbers that disagree and no idea which one to believe.
Bookkeeping built for every home services trade:
Clean books aren’t the point. Knowing your real margins is.
Once the foundation is accurate, we turn ServiceTitan data into the view most contractors have never had.
True job profitability — fully loaded, not estimated
This is the part neither system gives you on its own. ServiceTitan has the job-level data but not your true loaded costs. Standalone QuickBooks has the financial truth but no job-level granularity. We marry the two — building fully loaded job costs (labor with burden, materials, and allocated overhead) that tie back to your bank — to produce the most accurate job-level gross margin available. Not a ServiceTitan estimate. Not a guess. Your real number.
We segment it every way that matters:
- Gross profit by business unit — which trades and departments actually make money
- Gross profit by location — which branches carry the company and which quietly bleed
- Commercial vs. residential split — two different businesses hiding inside one P&L
- Labor, materials, and other COGS, segmented — so you see why a margin moved
Most owners run on revenue. The ones who win run on fully loaded gross profit by business unit and location.
Books a lender or buyer takes seriously
The same rigor that gives you clean monthly numbers is what makes your business financeable and sellable.
A clean, institutional structure
Your financials are organized for clarity and consistency — comparable month to month and legible to an outside lender, bank, or private-equity buyer, not the improvised account list most contractors accumulate.
True overhead for seasonality
We break out your real fixed cost to carry the business, so you can plan cash through slow months instead of scrambling.
Proven under real scrutiny
Our clients’ financials have held up to strenuous outside diligence — including the quality-of-earnings (QoE) analysis virtually every buyer runs in a sale — so your books are ready when it counts.
Related: Exit Planning
Accurate financials are the floor, not the ceiling
Our fractional CFO work turns your ServiceTitan data into the numbers you steer by: KPI tracking, job-level profitability, call center performance, technician close rates, cancellation analysis, pricebook strategy, and sold-estimate-to-completion tracking.
We actually operate inside ServiceTitan
Hands-on platform expertise
We work inside ServiceTitan and QuickBooks every day, across home services companies — we know exactly which reports to trust and where the data lies.
PE-grade rigor
Books built to the standard a private-equity buyer or lender expects, from month one.
Built only for home services
HVAC, plumbing, electrical, and roofing — not generic small-business bookkeeping.
Frequently asked questions
Do you offer bookkeeping services for ServiceTitan?
Yes – we provide full bookkeeping and accounting services for ServiceTitan contractors. We reconcile ServiceTitan to QuickBooks, recognize revenue and cost correctly, clear undeposited funds and third-party financing payouts, and deliver accurate monthly financials with gross profit by business unit and location.
Does ServiceTitan integrate with QuickBooks?
Yes — but the native sync only takes you so far. It moves data; it doesn’t guarantee accurate financials. We build the reconciliation process around it so ServiceTitan, QuickBooks, and your bank actually agree.
Why don’t my ServiceTitan numbers match my QuickBooks financials?
Almost always a mix of timing and mapping: revenue recognized at the wrong moment, payment processor and third-party financing deposits not reconciled, undeposited funds left open, and customer prepayments booked as revenue too early. We fix the process, not just the month.
Can you reconcile ServiceTitan with QuickBooks Online, Desktop, or Intuit Enterprise Suite?
Yes — all three. The reconciliation principles are the same regardless of which QuickBooks (or Intuit Enterprise Suite) you run.
Isn’t ServiceTitan’s job costing already accurate? Why isn’t that enough?
ServiceTitan shows job costs, but they’re typically not fully loaded — labor burden, allocated overhead, and the true cost that actually cleared your bank often aren’t in the number. Standalone QuickBooks has the financial truth but can’t see the job. We combine both to build fully loaded job costs that tie to your bank, the only way to get a true job-level gross margin rather than an estimate.
Can you show gross profit by business unit and by location?
Yes — that’s the whole point. We segment revenue and fully loaded costs so you see true gross profit by business unit, by location, and by commercial vs. residential.
Will my books be ready if I want to sell or get financing?
Yes. We build to an institutional standard, and our clients’ financials have held up to strenuous outside diligence — including the quality-of-earnings (QoE) analysis that virtually every buyer runs as part of a sale — without an expensive cleanup first.
How do you handle payment processor deposits and undeposited funds from ServiceTitan?
We reconcile processor and third-party financing payouts to ServiceTitan collections and clear undeposited funds every month, so collected revenue matches what actually hits the bank.
Do I have to switch off ServiceTitan to work with you?
No. We work with ServiceTitan as your operational source of truth — we make it the foundation of accurate books, not something to replace.
See what your ServiceTitan financials should actually look like
A free consultation, no pressure — we’ll show you exactly where your books and your margins stand.