This program teaches a practical bookkeeping system for home service businesses running 1 to 5 trucks. It is designed for companies using job management software connected to QuickBooks Online, such as Housecall Pro, Jobber, or ServiceTitan.
This course is built to train the person doing the books. That might be you, your spouse, a partner, or an overseas VA. It assumes your field service software is already connected to QuickBooks Online and handling daily job activity. Business owners can also use the reporting and interpretation lessons to understand the numbers and guide decisions, even if someone else handles the daily bookkeeping.
Most home service business owners try to learn bookkeeping from random videos online. The advice is scattered, generic, and often contradicts itself. It is usually created for office based businesses, not plumbing, HVAC, electrical, or other field service companies.
This course was built specifically for residential home service businesses. It teaches bookkeeping in the order it actually matters, using real examples from real shops. You are not guessing what applies to you. You are learning a system designed for how your business actually operates.
Hi, my name is Cheryl Lanahan. I am the founder of PlumbBooks. We have been doing bookkeeping for the home service industry since 2019. Before going into full time bookkeeping, I worked for a plumbing company and learned how shops really operate. I know what owners need to see from their books to feel confident and make better money decisions.
Clients come to us with messy books and a lot of stress. After we clean things up, they know every month how the business is doing and which numbers to review to improve profit. This course teaches the same thinking and structure we use with our bookkeeping clients.
I built this course to cheer on small home service businesses and help them succeed. You work hard and you deserve to understand your numbers and feel confident about your decisions. This program was created to help you avoid common bookkeeping mistakes and give you a clear path forward. I want to see you grow, be profitable, and build a business you are proud of!
In this video, I walk through the full course structure so you can see every section and lesson. I explain what each section covers and why it matters, so you know exactly what you are getting before enrolling.
7 day money back guarantee. Complete at least 3 lessons. If you do not see the value within 7 days of purchase, you can request a full refund by contacting us in writing. After 7 days, all sales are final. If a refund is approved, access will be removed and all downloaded materials must be deleted.
Your purchase includes 18 months of access. After 18 months, you will have the option to extend access and receive future updates for a yearly fee. Course content and communities may be updated over time.
This course is still a good fit. You will learn how to properly book expenses, understand your financial reports, and build good habits from the start. When you are ready to connect field service software later, you will already understand how the numbers should flow and what to watch for.
The course is purchased for your company. Your in office team member can use the course as part of their role so your books are done correctly and consistently.
Yes. The course is purchased for your company and your VA can take the training while they are employed by you only. Access cannot be shared outside of your business or transferred to another company.
Clean and accurate historical books are critical when it comes time to sell. This course helps you build financials that show real profit, consistent margins, and clear trends over time. That makes your business easier to understand, easier to value, and more attractive to buyers.
This course is designed to be completed on a laptop or desktop computer. While you may be able to watch some videos on a phone or tablet, the bookkeeping work itself requires a full computer setup. This is intentional, since proper bookkeeping and QuickBooks Online work cannot be done accurately from a mobile device.
That is okay. Inside the course, you will get access to a 30 percent discount on a QuickBooks Online subscription for your first year. We will help you start with the right setup so you do not have to fix mistakes later.
