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For Plumbing Companies

Every plumbing ticket priced right and paid.

Profit by ticket and truck, 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 plumbing companies running service trucks on flat rate pricing. Supply house prices move every few months, your price book does not, and the difference comes out of every job.

A sample month for a plumbing company: the supply house invoice and a water heater ticket, the flat rate price book next to today's cost with $200 less kept on each of 14 installs, installs matched to their invoices, night calls and callbacks counted, and the tax number 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. Water heaters, job by job
  3. Payroll gets checked
  4. The number, in writing
  5. Flat rate behind the supply house

Bank against books, May

Bank

  • May 221,850.00
  • May 6(8,260.00)
  • May 9(12,960.40)
  • May 23(12,960.40)
  • May 30(9,640.00)

Books

  • Card deposits, service calls21,850.00
  • Supply house, 7 water heaters(8,260.00)
  • Payroll(12,960.40)
  • Payroll(12,960.40)
  • Supply house, van restock(9,640.00)

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

Ticket #4418 · water heater

Heater and parts$1,425
City permit fee$186
Flat rate billed$3,450

14 installs, each matched to its invoice

Payroll register, May 9

  • Lead plumber5183 plumbingMatches
  • Plumber5183 plumbingMatches
  • Apprentice5183 plumbingMatches
  • Office8810 clericalMatches

Comp class codes match the work

Set aside

$18,600

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

Price book · 50 gallon gas water heater

Flat rate price$3,450
Water heater, when the book was set$980
Water heater, May$1,180
$200 less kept, 14 installs$2,800
Pacific Standard Advisory

May packet

Closed June 8

  1. Books tied to the bankAll accounts Tied
  2. Water heaters, job by job14 installs, each matched to its invoice Tracked
  3. Payroll checkedComp class codes match the work Checked
  4. Tax number, in writingBefore the June 15 estimate $18,600
  5. Price book checkedWater heaters, $200 less kept each Flag$2,800
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.

  • Your price book, checkedFlat rates next to what the parts cost you today.
  • Water heaters, job by jobHeater cost and the invoice on every install.
  • Night calls, billed rightEvery after hours call with its fee on the ticket.
  • Callbacks, countedEvery no charge trip back, with what it cost you.

What we watch every month for plumbing companies

  • Price book against supply house invoices. Your flat rates next to what the parts cost you this month, with the tasks that no longer cover parts and labor flagged.
  • Water heater installs. Heater cost and parts on each one, matched to its invoice, so no finished install sits unbilled.
  • After hours and emergency calls. Every night and weekend call with the right fee on the ticket.
  • Callbacks. Every free trip back, with the tech, the parts and the time it cost.
  • Van stock. Parts restocked to each van next to parts billed on that van's tickets.

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

    Night calls, billed right

    Every after hours call with its fee on the ticket.

    • Emergency calls after hours in May18
    • Billed with the $225 after hours fee14
    • Billed at the day rate, fee missed4 × $225$900

    Four night calls at the day rate in May. Each one is flagged with its ticket 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

    Your price book, checked.

    Flat rates next to what the parts cost you today.

    Ticket #4418

    50 gallon gas water heater, replace

    Flat rate price $3,450

    When the price book was setMay
    Water heater (supply house)$980$1,180
    Expansion tank (van stock)$95$95
    Seismic strap kit (van stock)$38$38
    Connectors and venting parts (van stock)$112$112
    City permit$186$186
    Tech time, 5.5 hours at $54 an hour loaded$297$297
    Cost of the job$1,708$1,908
    Kept per install$1,742 (50.5%)$1,542 (44.7%)
    • Matched to its invoice
    • Water heaters are taxed as fixtures. We check the tax is right on every one.
    Same price, $200 less kept on every water heater.Fourteen in May: $2,800.$2,800

    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 plumbing company owners ask.

    How often should a plumber update the flat rate price book?

    Whenever your parts cost moves. We check your price book against supply house invoices every month and tell you which tasks to reprice and by how much.

    Do you catch water heater installs that never got billed?

    Yes. Every month we match each finished install to its invoice. Anything done and not billed yet is on one list with the amount, so your office can bill it that week.

    How do you catch night calls billed at the day rate?

    We compare the time on each service ticket to the rate on the invoice. Calls after hours without the after hours fee are flagged each month with the ticket numbers.

    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