Financial Leadership for Home Services

Know What Jobs Actually Earn

Did the job produce the margin you expected? I compare estimated and actual hours, include the full cost of labor, and show profitability by job, service, or department. That gives you a sounder basis for pricing and scheduling.

Connect the Field to the Books

I look at how jobs, invoices, and payments move from ServiceTitan or Housecall Pro into QuickBooks, then fix the handoffs and old data that muddy the picture. The close and department reports should reflect what really happened in the field.

Plan Capacity, Cash, and the Team

Know how many productive hours your technicians can deliver, what utilization means for revenue, and when labor needs to change. A 12-week cash view and weekly scorecard help you plan ahead while your accounting team takes ownership of the routine work.