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Services & Training

Assisted Bookkeeping

We offer assisted bookkeeping to help companies and their staff keep their books on track. We can help you make sure things are being categorized and processed correctly. PlumbBooks has training available for your staff. We can book your assets and make sure all accounts reconcile. Most importantly – we can give you access to daily-updated reports with financial info that matters to you!

Bookkeeping Services

Thank you for your interest in bookkeeping with PlumbBooks! If you are interested in general bookkeeping services, please fill out our client application to get started. We will get back to you shortly to let you know if you are a good fit and schedule an initial consultation.

DIY Bookkeeping

Our bookkeeping course is designed to help you master Quickbooks Online bookkeeping with connected software like Housecall Pro and ServiceTitan. Built for home service providers, we know what information you need to get out of your books. We can help you get the data in correctly so you can make timely and relevant financial decisions.

Reporting Services

Know MORE from your numbers! We help clients get answers to important questions, like:

What’s my gross profit margin?
What percentage of my revenue am I spending on direct labor?
How much do I bring in per truck each day or on average each month?
What’s my Working Capital or how much money do I have minus what I owe?
Am I making progress toward my revenue goals?
And so MUCH MORE!

If your QuickBooks Online file is already being taken care of and in good shape, PlumbBooks can provide you with answers to these questions instantly! What’s more, the reports are updated daily and you can access them anywhere, anytime. Click the button below to learn more!

Diagnostic Reviews & Cleanups

Are your books a mess? Do you even know? We can diagnose problems in your books, and clean them up if you need. We can install a new chart of accounts that is specific to your industry. We can set you up for fantastic reporting, even if someone else does your books going forward.

DIY QBO Checkup

Not sure if your books are a mess? With our QBO Check-up, you’ll get a simple, step-by-step process to quickly review your Quickbooks Online file. It’s not a full audit, but it will help you spot if something major looks off or if things seem to be on track. Whether you’ve hired a bookkeeper or are doing the books yourself, this check-up  will help you ensure things are being handled properly and give you peace of mind.

Consulting & Virtual CFO

Need someone to review your integrations, do a check-in on your QuickBooks, help with budgeting, or give you a high level view of what’s going on with your money? Book a consultation today to get expert support from our team!

Quarterly QC

Are you keeping your own books, or doing the books in-house? Would you like an extra set of eyes on them to make sure nothing major is off track? We offer quarterly Quality Control checkups for companies doing their own books.

Free Chart of Accounts!

Would you like to use the same chart of accounts we use here at PlumbBooks? This is meant for shops running 6 or fewer trucks who do not keep inventory on their books. It is a great place to start, and can be modified to suit your needs.