The PlumbBooks Profit Path: From One Truck to Five
You’ve connected Housecall Pro or ServiceTitan to QuickBooks—now what? Master your integration, eliminate the fear of ‘doing it wrong,’ and start keeping more of the money you work so hard for.
We get it… managing the office for a home service business is high-pressure.
- You’re staring at a sync error or a mess of data and are terrified that one wrong click will create a disaster in your books that you won’t know how to fix.
- You can’t afford to spend your limited “office time” guessing on your livelihood. The numbers that support your family are too important to be left to trial and error.
- You’ve tried to get help, but you feel like a “small fish” to your CPA. Many CPAs simply don’t understand how to handle connected service software. They clean it up the wrong way and leave you with a mess that fails to show the real picture of your business.
- You just want a proven program to follow. You need a clear roadmap that shows you exactly how to take control and make the business truly profitable.
Imagine a different Friday afternoon for your business...
- You stop using your bank balance as your only profit indicator. You know that looking at your bank account to see if you made a profit is the worst way to run a business. Instead, you have total clarity on your actual margins and cash flow.
- The “What-Ifs” are replaced with a proven system. You no longer worry about making a mistake that puts your livelihood at risk because you have a step-by-step checklist to follow.
- You’re finally the financial partner the business needs. When it’s time to talk about growth or equipment purchases, you have accurate, accessible data to make decisions with absolute confidence.
INTRODUCING
The PlumbBooks Profit Framework:
Everything you need to master your home service books with absolute confidence.
- Most home service business owners try to learn bookkeeping from random videos online. But that advice is scattered, generic, and usually created for simple businesses, not for companies with connected service software.
- This isn’t just a “course.” It’s an exclusive, industry-specific operational blueprint built specifically for residential plumbing, HVAC, and electrical shops. We teach bookkeeping in the order it actually matters, using real examples from real shops. You stop guessing what applies to you and start using a system designed for how your business actually operates.
The 10-Pillar Profit Path
Pillar 1
The Zero-Experience Foundation
Start exactly where you are. You’ll learn the “why” behind every step and master the terminology so you can stop feeling confused and start feeling in control.
Pillar 2
The Logic of the Ledger
Set up your QuickBooks Chart of Accounts specifically for home services and, more importantly, master the logic behind it so you actually understand your reports.
Pillar 3
Connected Software & Income Mastery
Master the flow between your field software and QBO to catch errors across multiple technicians and software syncs, ensuring every dollar is accounted for and every payment makes it to the bank.
Pillar 4
Expense & Bill Management
A streamlined system to track every dollar going out so you never miss a deduction or a due
date.
Pillar 5
The Payroll Protocol
How to properly record labor costs so your profit reports accurately show what it costs to get the work done.
Pillar 6
Assets & Equipment Tracking
Manage the big-ticket items, from your trucks to your specialized shop tools, so your balance sheet is always accurate.
Pillar 7
Debt & Credit Management
Properly track bank loans and lines of credit so you always know your true liability and stay tax-ready.
Pillar 8
The COGS Reality Check
Learn how to track your “Cost of Goods Sold” as they happen. You’ll know your true expenses the moment you pick up parts, even before the bill from the parts house arrives.
Pillar 9
The Self-Audit Quality Control
The ultimate “double-check.” You’ll learn how to reconcile your accounts and hunt down errors to prove to yourself that your work is 100% accurate.
Pillar 10
The Reporting Interpreter
Turn your data into a roadmap. You’ll learn how to read your P&L and Balance Sheet to see exactly how much profit you made and how to grow with confidence.
What You’ll Discover Inside
The "Truck-to-Bank" Audit:
How to ensure every payment—cash or check—collected in the field actually makes it to your bank account.
The Scalable Office Blueprint:
A system that seamlessly handles the transition from 1 to 5 trucks so your paperwork never piles up as your fleet grows.
The Weekly & Monthly Financial Rhythm:
A repeatable routine that prevents the "pile-up" of paperwork that steals your weekends.
The Trend-Spotter Method:
How to analyze your material spend and labor margins to catch rising costs.
Overhead Mastery:
A clear way to track and control general spending, ensuring you’re keeping more of what you earn.
The Interpretation Key:
How to read your reports to see your true monthly profit so you can make confident decisions for your family’s future.
Meet Your Instructor:
Cheryl Lanahan
I believe in the power of the “behind-the-scenes” partner.
- I’ve been in your shoes. I know the high-pressure needs of a plumbing shop and the stress of trying to make sense of a complex software sync. I built this framework for the partners who are the backbone of the business to ensure you have the tools to manage 3, 4, or 5 trucks with absolute confidence.
- The PlumbBooks Profit Framework is the culmination of over six years of high-level bookkeeping specialized for residential home service providers. Since 2019, I have seen the same pattern: smart, capable office partners working their hearts out but never being taught the technical “how” of bookkeeping for this specific industry.
- It is easy to feel frustrated when the books seem to make no sense and you can’t get a straight answer to your questions. This business is your entire livelihood, yet you often feel like you’re left to figure it out on your own.
- I created the PlumbBooks Profit Framework because I want you to know: The problem isn’t you. You just haven’t been given a system designed for your unique industry workflows.
- I didn’t create this program just to teach bookkeeping. I created it because I want your small business to succeed. I want you to see real profit, to have the confidence to hire your next technician, and to build your own slice of the American Dream. You already have the intelligence and the drive; I’m just here to give you the scalable roadmap to turn that hard work into a predictable, profitable business that runs just as smoothly with five trucks as it does with one.
The PlumbBooks Profit Toolbox
You aren’t just getting video lessons; you are inheriting years of specialized industry intelligence. This toolbox provides the exact framework and logic we use at PlumbBooks to maintain financial order for shops just like yours.
- The Specialized Home Service Chart of Accounts: Skip the generic QBO setup. This pre-built template is customized for plumbing, HVAC, and electrical, ensuring your labor and materials are tracked exactly where they belong.
- The Giant List of Bookkeeping Tasks: This is your tactical operations manual. It is a comprehensive, “no-stone-unturned” checklist of every task you need to perform broken down by Weekly, Monthly, Quarterly, and Yearly rhythms.
- The Weekly “Truck-to-Bank” Flow: A step-by-step system to ensure your service software (Jobber/Housecall Pro) and QBO are perfectly in sync, your payroll is mapped correctly, and every single payment is accounted for.
- The Master Asset Tracker & Tax Preparer Notes: A powerful tool to track your fleet, equipment, and big-ticket wraps. Know exactly what you owe, when it’ll be paid off, and have clear notes ready for your tax preparer so nothing is missed at year-end.
- The Labor-Cost Mapping Guide: Stop guessing how much you are actually spending on “Truck” labor versus “Office” labor. Map your payroll data correctly to see true direct labor costs at a glance.
- The Month-End QC List: My personal “error-checker” list. Use this to reconcile accounts and find hidden mistakes before they turn into major tax-time headaches.
The PlumbBooks "Sleep Better at Night" Guarantee
- I am so confident that the PlumbBooks Profit Framework will give you the clarity and control you’ve been looking for that I’m taking all the risk off your shoulders.
- Enroll in the course, dive into the first three lessons, and start using the Giant List of Bookkeeping Tasks. If you don’t feel more empowered and organized within your first 7 days, just send me an email. I’ll give you a full refund, no questions asked. I want you to feel 100% certain that this is the right path for your business and your family.
Investment in Your Business Growth
Hiring a professional firm to manage even a single-truck shop correctly costs at least $500 every single month. That is a $6,000 annual overhead expense that only grows in cost and complexity as you add more trucks. By the time you reach 5 trucks, those professional fees can climb to $3,000 per month.
The PlumbBooks Profit Framework provides a permanent asset for your company: the internal mastery to run your own books with professional precision. This technical knowledge and the systems you implement will stay with your business forever, giving you a scalable financial foundation that grows with you. It ensures your books are just as accurate with five trucks as they are with one.
Choose the path that best fits your business goals. Each option gives you the full framework with different levels of direct support to ensure your success.
The System Implementation Access
The complete technical roadmap and system for home service bookkeeping.
- 10 Sections with 68 Lessons covering the full 10-Pillar Profit Path.
- The PlumbBooks Profit Toolbox: Including the Giant List of Bookkeeping Tasks, Asset Trackers, and specialized Chart of Accounts.
- Private Skool Group Access to connect with other smart partners in the industry.
- 18 Months of Full Access to all course materials and future updates.
- Costs less than a single month of professional bookkeeping for a 5-truck operation – Financing available!
$2,690
The Collaborative Mastery Tier
Everything in the core course plus a structured environment to get your questions answered.
- Includes Everything in the Standard Tier.
- 26 Weekly Group Coaching Sessions to work through the framework together.
$4,990 (Coming Soon)
The Private Advisory Partnership
The highest level of support for those who want a personal instructor to ensure their books are perfect.
- Includes Everything in the Standard Tier.
- 26 Weekly One-on-One Sessions with Cheryl to customize the system to your specific shop.
$9,990
Frequently Asked Questions
This framework is still a perfect 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 system is purchased for your company. Your in-office team member can use the training to ensure your books are done correctly and consistently. This gives you peace of mind that the business backbone is secure.
Yes. The program is purchased for your company. Your VA can complete the training while they are employed by you. Access is for your business only and cannot be shared externally.
Clean and accurate historical books are critical when it comes time to sell. This training helps you build financials that show real profit, consistent margins, and clear trends. That makes your business easier to value and much more attractive to buyers.
The training videos can be viewed on mobile, but the technical bookkeeping work requires a laptop or desktop computer. We designed this for the real world environment of your office setup.
That is okay. Inside the program, you will get access to a 30% discount on a QuickBooks Online subscription for your first year. We help you start with the right setup so you do not have to fix expensive mistakes later.