Bookkeeping for Field Service Businesses
Haverlin provides monthly bookkeeping for pest control, lawn care, HVAC, plumbing, electrical, cleaning, landscaping, and other businesses that send people out to do the work.
Accurate books every month. Reports you can actually read. Records your CPA is glad to receive.
Your Books Should Help You Run Your Business
When you run a service company, your day is customers, scheduling, crews, trucks, equipment, and getting the work done. Then there’s quoting, collections, and everything else that comes with it.
Bookkeeping is what gets pushed to the end of the week, then the end of the month, then “before taxes.”
Good bookkeeping isn’t just for tax time. When the books are current and accurate, you get useful information all year: what you’re earning, what it costs to deliver the work, and where the cash is going.
That’s usually when the problems show up:
- Bank and credit card accounts haven’t been reconciled in months
- Transactions are miscategorized or entered twice
- QuickBooks shows a balance that doesn’t match the bank
- The P&L says you made money, but the account says otherwise
- Your CPA asks for records that don’t exist yet
- You don’t know which parts of the business are actually profitable
Built for Field Service Businesses
A field service business sends owners, technicians, or crews to the customer’s location to do the work. The accounting looks different from a retail shop or an office business, and I treat it that way.
Pest Control · Lawn Care · Landscaping · HVAC · Plumbing · Electrical · Cleaning · Pressure Washing · Roofing · Pool Service · Irrigation · Tree Service · Other Service Businesses
Two Ways I Help
Monthly Bookkeeping
I keep your books current all year in QuickBooks Online. Each month, transactions are categorized, bank and credit card accounts are reconciled, and you get financial statements that reflect what actually happened in the business.
- Transaction categorization
- Bank and credit card reconciliation
- Profit & Loss and Balance Sheet each month
- A monthly review of the books
- CPA-ready records at year-end
- Bookkeeping questions answered along the way
Cleanup Bookkeeping
If the books are months behind, unreconciled, or you’ve stopped trusting the reports, I start by going through the history. I reconcile the accounts, fix what’s wrong, and bring everything current.
Once the books are clean, most businesses move into monthly bookkeeping so they stay that way.
Why Work With Haverlin
Field Service Focus
I don’t try to serve every kind of business. Haverlin works with service companies, so the questions you have about routes, trucks, technicians, and seasonal swings are ones I’ve already thought about.
Practical Business Experience
I hold an accounting degree, and I also own and operate a lawn treatment company. I deal with customers, crews, equipment, and cash flow myself every month, so the books get handled correctly and the reports reflect how a service business actually runs.
Clear Financial Reporting
A P&L is only useful if you understand it. Reports are set up so an owner can look at them and know what’s going on without a translator.
CPA-Ready Records
I handle the bookkeeping. Your tax professional handles the return. When year-end comes, they get organized, reconciled books instead of a shoebox and a list of questions.
How It Works
1. Schedule a Free Bookkeeping Review
I talk about your business and where the books stand today.
2. I Review the Books
I look at your QuickBooks Online file and tell you what’s needed: monthly service, cleanup first, or both.
3. I Keep the Books Current
Onboarding is handled, then the bookkeeping and reports arrive every month.
Monthly Bookkeeping Starting at $350/Month
Final pricing depends on transaction volume, the number of accounts, the complexity of the business, and the current condition of the books. Cleanup work is quoted separately after a review.
Common Questions
Do you prepare tax returns?
No. Haverlin does bookkeeping only. I keep the books accurate and organized so your CPA or tax preparer has what they need at year-end.
What accounting software do you use?
QuickBooks Online.
Do you work remotely?
Yes. Haverlin works with service businesses anywhere in the United States.
How much does bookkeeping cost?
Monthly bookkeeping starts at $350/month. The final price depends on how much bookkeeping work your business requires.
Can you fix books that are behind?
Yes. Cleanup bookkeeping is for businesses whose books need to be caught up or corrected before monthly service makes sense.
Do I need to already be on QuickBooks Online?
No. If you’re on another system or using spreadsheets, I can talk through what getting set up on QuickBooks Online would involve during the review.
Ready for Better Bookkeeping?
Spend less time wondering where the books stand and more time running the business. Start with a free review of where things are today.