Get your free Game Plan

For Other Home Services

Any home service trade. Books closed every month.

Profit by job, monthly books, payroll watched, tax planning and every return for the business and for you, one monthly price.

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Pick a time. There's nothing to prepare and nothing to send us before the call.

Bookkeeping and taxes for pest control, pool service, landscaping, painting, cleaning and other home service companies with regular customers. Payments come in by Zelle, check and card, and the books rarely say who actually paid.

A sample month for a home services company: Zelle and check payments snap onto three invoices the books still called overdue, business costs on the owner's personal card move onto the books, 38 regulars still on last year's price get flagged, and the tax number lands in writing. Every figure is a sample.

Which kind are you?

Building

Home Services

For the owner who pays the cabinet shop before the homeowner pays, and finds out in February what the year made.

The usual year
  1. Jan
  2. Feb
  3. Mar
  4. Apr
  5. May
  6. Jun
  7. Jul
  8. Aug
  9. Sep
  10. Oct
  11. Nov
  12. Dec

With us, every month closes.

Each one lands in your inbox, and four times a year what you owe comes in writing before the federal date.

  1. JanDec closedTax number
  2. FebJan closed
  3. MarFeb closed
  4. AprMar closedTax number
  5. MayApr closed
  6. JunMay closedTax number
  7. JulJun closed
  8. AugJul closed
  9. SepAug closedTax number
  10. OctSep closed
  11. NovOct closed
  12. DecNov closed

June:May closed and tied to the bank.

Every tax return, business and personal, inside the same monthly price.

Watch May close.

We close it and only ask what the books can't answer.

  1. The bank matches the books
  2. Every payment, matched
  3. Payroll gets checked
  4. The number, in writing
  5. Regulars on last year's price

Bank against books, May

Bank

  • May 31,850.00
  • May 96,410.00
  • May 9(10,326.10)
  • May 212,200.00
  • May 23(10,326.10)

Books

  • Zelle, C-1181,850.00
  • Check deposit, 5 checks6,410.00
  • Payroll(10,326.10)
  • Zelle, C-1512,200.00
  • Payroll(10,326.10)

Every account tied. Difference $0.00

May receipts, coded to jobs

Kitchen, Sherman Oaks

Bath, Encino

ADU, Van Nuys

Cabinets$24,000 Tile$3,180 Lumber$6,420 Fixtures$2,760 Windows$8,900

Every May purchase coded to its job

Payments matched, May

INV 2041 · Zelle, May 3$1,850
INV 2056 · Check, May 9$640
INV 2063 · Zelle, May 21$2,200

Payments matched, $4,690

Payroll register, May 9

  • OwnerSalaryMatches
  • CrewHourly, 80.0 hrsMatches
  • CrewOvertime, 6.5 hrsConfirm
  • OfficeHourly, 76.0 hrsMatches

One overtime line for you to confirm with your provider

Set aside

$12,900

Before the June 15 estimate. Second quarter.

In writing, with the math, in the packet.

Extra work · Kitchen, Sherman Oaks

Extra work billed in May$7,000
Contract price$140,000
Change order in the file you sent usNone on file
Extra work, no change order on file$7,000

Regulars on last year's price

Regulars still paying it38
Last year's monthly price$180
This year's price list$195
Short every month$570
Pacific Standard Advisory

May packet

Closed June 8

  1. Books tied to the bankAll accounts Tied
  2. Payments matched, $4,690Personal card sorted, $3,401 Matched
  3. Payroll checkedOne overtime line to confirm Checked
  4. Tax number, in writingBefore the June 15 estimate $12,900
  5. 38 regulars on last year's price$2,850 so far this year Flag$570
Reviewed and in your inbox, June 8 A couple of quick questions

What you get every month.

Bookkeeping done and tied to the bank every month. Every tax return, business and personal. What you owe, in writing, mid-year and before year end. Payroll watched. Your key numbers every month, against your budget. Every purchase coded to its job.

  • Every payment, matched.Zelle, checks and card payouts matched to the invoice they paid.
  • Your personal card, sorted.Business costs found on your own card and put on the books.
  • Every regular on today's price.Each customer's bill checked against your current price list, every month.
  • The tax number, mid-year and before year end.In writing, before the date, with the math.

What we watch every month for home service companies

  • Payments matched to invoices. Zelle, checks, card payouts and deposits matched to the invoice they paid, so nobody gets a reminder for a bill they already paid.
  • Regulars and pricing. Every regular customer on your current price list, with anyone still on an old rate flagged.
  • Business costs on personal cards. Fuel, parts and supplies bought on your own card, found and put on the books.
  • Route and crew profit. What each route or crew brought in and kept, every month.
  • Seasonal cash. The busy months set aside for the slow ones, in writing.

A month, in messages.

What lands in your inbox, so you never have to ask.

Illustration of a typical month

    Job costing: billed against built, per job.

    Work done next to money collected, every job, every month. You see the gap before it is a problem.

    May, percent of each contract

    Kitchen, Sherman Oaks
    Bath, Encino
    ADU, Van Nuys

    Work doneBilled

    Billing stays below the work done on every job

    Your personal card, sorted.

    Business costs found on your own card and put on the books.

    • Nursery, plants for an installMay 2$1,420
    • Irrigation partsMay 6$386
    • Fuel, two trucksMay 12$612
    • Trailer tireMay 17$298
    • Crew phonesMay 20$145
    • Mower repairMay 27$540

    May$3,401

    $14,860 of business costs were on your own card this year. Now they are on the books and in the tax number.

    Your own return. Included.

    Your personal return, your spouse's if you file together, and your rentals are inside the monthly fee. We list each one when you sign. It changes only in writing, with 30 days notice.

    • The business return
    • Your personal return
    • Your spouse's, if you file together
    • Your rentals

    Nobody gets fired.

    Your office manager keeps the day to day. We take the month end, the returns and the tax number, and put in writing who does what.

    Your office manager keeps

    • Bills and invoices
    • Deposits and receipts
    • Calls with vendors and clients
    • The day to day

    We take

    • The month end close
    • Job costing
    • Every tax return
    • The tax number, mid-year and before year end

    Every payment, matched.

    Zelle, checks and card payouts matched to the invoice they paid.

    May 31

    Payments that came in, matched to their invoices

    • C-118 · INV 2041, March maintenanceZelle, May 3$1,85033 days overduePaid May 3
    • C-142 · INV 2056, spring cleanupCheck, deposited with four others May 9$64027 days overduePaid May 9
    • C-151 · INV 2063, drip system installZelle, May 21$2,200Overdue on the booksPaid May 21

    Open invoices on the books, May 31What customers really owe you$41,370$36,680

    Three customers already paid. Your books said they owed you $4,690.

    Billed against built, every job, every month.

    Every job, every month: the work done next to the money collected, which is your WIP schedule in plain words, the days your cash carries a supplier, and extra work billed with no change order on file.

    Job

    Kitchen, Sherman Oaks

    Contract $140,000

    Billed against built, May

    Built
    62%
    Billed
    48%

    Built, not yet billed$19,600

    The draw against the cash

    May 1May 15Jun 1Jun 15
    May 6Paid the cabinet shop($24,000) 27 days on your cash Jun 2The draw for that work
    Extra work billed in MayNo change order in the file you sent us. $7,000

    You're the one in the middle.

    This is what a patchwork finance team looks like.

    One department. One monthly price.

    Contractors and home services, starting at $2,500 a month.

    What you need The usual wayA bookkeeper and a CPA Pacific Standard
    Tax planning all yearBilled extra, if anyone does itGeneric advice, so deductions you qualify for get missedCustom strategy for your deductionsCustom deduction strategy
    Your tax number before AprilUsually nobody. You find out in March.April is a surprise billIncluded
    Books closed every monthYour bookkeeper, after the factIncluded
    Business planning and a yearly budgetUsually nobody. The plan lives in your head.Growth runs on a guessIncluded
    Payroll watched every monthUsually nobody. The checks just go out.Included
    Your business and personal returnsYour CPA, once a yearIncluded
    Key numbers against your budgetUsually nobody. No budget to check.Included
    A monthly email of everything we didNobodyIncluded
    Call anytime, no bill for questionsBilled by the hourSo you don't callIncluded
    Every purchase coded to its jobUsually nobody. Parts slip off invoices.Jobs look profitable when they're notIncluded
    What's covered 2 of these 10 All 10 starting at $2,500 a month

    Your price, in writing

    Starting at $2,500/mo

    For contractors and home services.

    Your exact number comes from the free Game Plan call, set for your business.

    The plain terms.

    • One monthly price.Your number is in writing before you owe anything. It changes only in writing, with 30 days notice.
    • First month on your start date, then monthly.Then one monthly price at the start of each month.
    • Cancel anytime and take your books.No contract, no exit fee. Within days you get your complete books, every document, and a handoff call with your next accountant.
    • We do the switch.The 30-Day Switch, done within 30 days of getting access, or your first month is refunded.

    Questions home service owners ask.

    How do you handle customers who pay by Zelle or check?

    We match every deposit to the invoice it paid each month. Your open invoices then show what customers really owe, not payments that never got applied.

    I buy supplies on my personal card. Is that a problem?

    It is a missed deduction if nobody records it. We find business costs on your personal card each month and put them on the books, so they count in your tax number.

    What if my trade is not on your list?

    If you run a home service company at $500K to $20M a year and want to grow, the work is the same: books closed monthly, payments matched, payroll watched and a mid-year projection of what you'll owe. Tell us on the Game Plan call how your jobs and routes run.

    Questions contractors and home service owners ask.

    Do you code receipts and materials to each job?

    Yes. Every purchase is coded to its job every month, so your profit per job is real and costs you paid for a customer get billed back on the next invoice instead of found at year end.

    Does it work with the software we already use?

    Yes. We connect to your QuickBooks, your payroll in Gusto or ADP and your job software, and each connection stays under your own account.

    How do you handle change orders and draws?

    We work from the books and the files you send us. When extra work is billed on a job with no change order in your file, we flag it with the amount, because no paper usually means no payment. We put each draw next to your cash so you can see how many days you are carrying a supplier before the next draw lands.

    Do you check workers comp class codes on payroll?

    Yes. Every month we check that each employee's comp class code matches the work they do, and we flag anything for you to confirm with your payroll provider.

    What does a home service company get?

    Books closed every month, revenue and profit per truck and per tech, every business and personal tax return we list when you sign, payroll watched and a mid-year projection of what you'll owe. We work with HVAC, plumbing, electrical, roofing, garage door and other home service companies.

    Do you work with pest, pool, landscaping, painting and cleaning companies?

    Yes. Any home service company at $500K to $20M a year that wants to grow. We match every payment, keep your regular customers on today's price and send a mid-year projection of what you'll owe.

    Do you send change orders, manage lien waivers or run the job side?

    No. Your team runs the jobs: change orders, billing the owner, lien waivers, permits, inspections and insurance. We are your finance department. We close your books, cost every job, track billed against earned, watch payroll, file every return and put a mid-year projection of what you'll owe in writing. When the numbers look off, like extra work billed with no change order in the file you sent us, we flag it and tell you what it means for your cash. You decide what to do.

    How much does it cost for a contractor or home service company?

    It starts at $2,500 a month for contractors and home services. Your exact number comes from the free Game Plan call, and it is in writing before you owe anything.

    I already have a bookkeeper and a CPA. Why switch?

    So look, your bookkeeper and your CPA cover 2 of the 10 things on that list, and the other 8 are where the money leaks out. Let's just say two $140 parts a week never make it onto the invoice, that's over $14,000 a year, and nobody's checking for it. We cover all 10 for one monthly price, and on the Game Plan call you'll see what your setup is leaving behind before you owe anything.

    Start with the free Game Plan.

    Twenty minutes on Google Meet, before you pay anything.

    1. Pick a timeOnline, whenever suits you.
    2. Twenty minutesA few questions about how your business is run, in your words.
    3. On the callYou'll know what your setup is leaving behind.

    You talk with our team.

    Get your free Game Plan

    There's nothing to prepare and nothing to send us before the call.

    Rather call? (310) 981-3250 or email info@pacificstandardadvisory.com

    Next IRS date on most owners' calendars: Thu, Oct 15.

    Federal dates. Your plan lists yours.

    Next 6 monthsUpcoming deadlines