Questions owners ask us

Pacific Standard is a monthly finance department for contractors, home services and other businesses. We close your books every month, watch payroll, plan your taxes all year and put a mid-year projection of what you'll owe in writing. Every business and personal tax return we list when you sign is inside the same monthly price.

Owners of construction and home service companies doing $500K to $20M a year who want to grow and want a finance department behind that growth, in all 50 states. Other kinds of businesses at that size get a price set for their business on the free Game Plan call.

Books closed and tied to the bank every month, with your profit and loss, balance sheet and cash flow, every business and personal tax return we list when you sign, tax planning all year with a mid-year projection of what you'll owe, payroll checked every month, 1099s for your subs and vendors, with the W-9s collected before year end, a monthly email of everything we did with your key numbers against your budget, a written Keep More Memo every quarter, a strategy meeting around your goals offered every quarter and never required, where we set next year's budget at year end and show what each lead source costs you, and calls whenever you need them with no invoice for a question.

Yes. 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.

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.

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.

No contract and no exit fee. You pay the first month on your start date, then monthly. You can cancel anytime and you get your complete books, every document and a handoff call with your next accountant.

Get your free Game Plan. Pick a time online for a 20 minute Google Meet with our team. We ask a few questions about how your business runs, and on the call you'll know what your setup is leaving behind. There's nothing to prepare and nothing to send us before the call. You can also call (310) 981-3250.

Twenty minutes on Google Meet about how your business runs today, who does what and what it costs you. Before we hang up you'll know what your setup is leaving behind. If something is worth fixing, we'll show you how we'd fix it and your monthly price on the same call. You get it in writing before you owe anything, and if you want to go ahead, you can sign up that day. If your setup is in good shape, we'll tell you that. There's nothing to prepare and nothing to send us before the call.

We do the switch: the 30-Day Switch, done within 30 days from the day you give us access, or your first month is refunded. The terms spell out how it works.

No. Your office manager keeps the day to day, like bills, deposits and vendor calls. We take the month end close, the returns and the tax number, and we put in writing who does what.

We only ask when the books can't answer it, usually a couple of quick questions a month by text or email.

It lists every open job with the contract, cost to date, percent done and what you have billed. If you run more than a couple of jobs at a time it is how you know what each job is really making.

From your books. Every cost is coded to its job, and we take contract values and change orders from what you send us and billings from your pay apps. Percent complete, earned revenue, over and under billing and expected profit come out every month. We use each job's budget for the cost to finish unless you tell us it changed, so there is nothing to fill out.

Under billing means work done that has not been invoiced yet. Over billing means you have invoiced ahead of the work. Both change what the job really made and what you owe in taxes, so we show both on every job every month. Together that is your WIP schedule.

Every month, for every job, we put the percent of the work done next to the percent of the contract billed. If you have built more than you have billed you are carrying the job on your own cash. If you have billed ahead, that money is not profit yet. You see the gap before it becomes a problem.

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.

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

Yes. Every job that is finished and not invoiced yet is on one list with the date the work was done and the amount, so your office can bill it that week.

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.

We put every payroll, supplier and draw date on one cash plan each month. You see a short week ahead of time and can call the owner, move a supplier or line up credit before it hits.

Because a pay app that goes in a week late can be paid a full cycle late. We age every pay app from the day it went in, so you see which jobs and which GCs are holding your cash.

Yes. For subcontractors we track pay apps, retention held on every job and certified payroll every month, next to your books, your tax returns and your tax number.

Start by knowing exactly what is held. We list retention by job and by GC every month with the date each job finished, so you ask for it the week it is due, in writing, with the numbers ready.

We keep one list of every sub you pay, with the W-9 and the papers you send us, and flag anyone missing a W-9 before their next check. In January the 1099s come from the same list.

We check them. Each month we compare the classes, hours and rates on your certified payroll to your payroll and daily reports and flag anything to fix before you submit. Your office or payroll provider still files them.

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.

We look at your cash month by month, set a number to hold back from each busy month and track it, so payroll in the slow months is covered before they start.

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.

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.

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.

They use crews, parts and cash differently. Seeing sales and profit for each side every month shows where to add a truck, where to raise prices and which work is not worth taking.

Every month we match membership payments, financing fees and manufacturer or utility rebates to the jobs they belong to, so you know what each truck actually made and the slow season is planned for.

As membership revenue tied to the visits you owe, not lumped in with service calls. We count paid members, tune ups still owed and failed cards every month, so you know what the plan really brings in.

The lender pays you less than the price the customer signed for. We book that fee on every financed install, so the job shows what you really kept and your pricing can account for it.

Yes. Every rebate you took off a customer's price is matched to the claim filed and the payment received. Rebates taken and never filed are flagged every month.

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.

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.

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.

By knowing what the job costs today, not what it cost when you bid. We compare material bills to each bid every month and flag the jobs and the kinds of bids that need a new price.

It is the part of the claim the insurer holds until the roof is finished and the final invoice goes in, also called recoverable depreciation. If nobody requests it, it never comes. We track it on every insurance job until it is paid.

Yes. Each supplement is listed with what it covers, when it was sent and whether it was paid, so extra work found on the roof gets paid for.

Set a small share of every roof aside and keep it on the books. We track the reserve every month, so a leak call two winters from now is already paid for.

Count them against the tickets. Each month we compare the parts pulled for every truck to the parts billed on that truck's tickets and flag the gap by truck, so you know where to look.

It varies by shop, so we measure yours. Every month we split tickets into springs, openers, and tune ups, rollers and cables, with the average ticket and what each kind kept.

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.

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.

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.

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.

Yes. If you own another kind of company doing $500K to $20M a year and want to grow, we set a price for it on the free Game Plan call. The work is the same: books closed every month, every business and personal tax return we list when you sign, payroll watched and a mid-year projection of what you'll owe.

Yes. Every month you get your profit and loss for the month and the year so far, your balance sheet and your cash flow, in plain words, with the books tied to the bank and your key numbers against your budget.

Yes. The freight, the materials, the permit you paid for a customer. We find them every month and put them in front of you before the next invoice goes out, not at year end.

Your price is set for your business. We learn how it runs on the free Game Plan call, and you see the number in writing before you owe anything.