Accounting, Bookkeeping & Fractional CFO Services

Accounting, Bookkeeping, and CFO Services for Home Service Businesses

Most plumbing, HVAC, and electrical businesses don’t have a bookkeeping problem — they have a clarity problem. The numbers exist, but they don’t reflect what’s really happening in the business. Contractor In Charge provides full-service bookkeeping, controller-level accounting, and fractional CFO support built specifically for home service contractors who need accurate financials and real insight, without building an in-house accounting department.

We deliver clean, accrual-based financials, align accounting with your field service management system, and help owners understand margins, cash flow, and profitability so decisions are made with confidence — not guesswork.

Built for Plumbing, HVAC & Electrical Contractors

Home service accounting is not the same as general small business bookkeeping. Labor efficiency, truck costs, material margins, service vs install revenue, and technician productivity all affect profitability. Our accounting systems are designed specifically for trade-based businesses where operational data must align with financial reporting.

We work with:

• Plumbing companies
• HVAC service and installation businesses
• Electrical contractors
• Multi-trade home service companies

Whether you’re cleaning up years of messy books or scaling toward multiple crews and locations, our services grow with your operation.

Full-Service Bookkeeping & Controller-Level Accounting

We handle the full accounting function so your books are accurate, timely, and decision-ready.

Daily, Weekly & Monthly Accounting Workflows

Our team manages consistent workflows that ensure your financials stay clean and current:

• Transaction categorization and review
• Sales and deposit reconciliation
• Accounts receivable tracking
• Accounts payable processing and bill pay
• Payroll entries and reconciliation

No backlog. No guessing where the numbers came from.

Accrual-Based Accounting for Real Performance

Cash accounting hides problems. Accrual accounting shows reality.

We maintain accrual-based financials so you can:

• See true job and service margins
• Track profitability by service line
• Understand labor and overhead costs
• Measure performance month-to-month accurately

QuickBooks Expertise for Home Service Businesses

We specialize in QuickBooks Online and build systems that work the way contractors actually operate.

QuickBooks Setup, Cleanup & Ongoing Management

• New QuickBooks Online setup
• Historical cleanup and corrections
• Ongoing monthly management and review

QuickBooks Desktop to Online Conversions

We handle full conversions with:

• Data migration
• Account structure cleanup
• Workflow alignment

Industry-Specific Chart of Accounts & Class Tracking

Your chart of accounts is structured for:

• Service vs install revenue
• Labor, materials, and overhead clarity
• Department, location, or crew-level tracking

Field Service Management & Accounting Integration

Disconnected systems create bad data. We align your accounting with your field service management software so numbers match reality.

We handle:

• Reconciliation between FSM and QuickBooks
• Revenue and payment matching
• Job cost alignment
• Workflow setup between systems

This ensures what happens in the field is reflected correctly in your financials.

Fractional & Interim CFO Services

As your business grows, bookkeeping alone isn’t enough. Our fractional CFO services provide financial leadership without the cost of a full-time hire.

Budgeting, Forecasting & Cash Flow Planning

We help you:

• Build realistic operating budgets
• Forecast revenue and expenses
• Plan for seasonal cash flow swings
• Prepare for growth, hiring, or expansion

Financial & Operational Performance Analysis

We translate numbers into decisions:

• Margin analysis by service type
• Labor and overhead efficiency
• Pricing and profitability insights
• Trend analysis and red flags

Monthly Financial Statements & Profit Scorecards

Each month, you receive:

• Clear financial statements
• Profit Scorecards focused on contractor KPIs
• Context and explanation — not just reports

CPA & Transition Support

We work alongside your CPA or tax advisor to ensure:

• Clean, tax-ready books
• Smooth year-end processes
• Consistent financial reporting

We also support:

• Buy/sell transactions
• Ownership transitions
• Due diligence preparation

A Dedicated Accounting Team for Your Business

You’re not handed off to a rotating inbox. Your business is supported by a dedicated accounting team that understands:

• Your workflows
• Your systems
• Your goals

This creates consistency, accountability, and trust.

Why Contractors Choose Contractor In Charge

• Built specifically for plumbing, HVAC, and electrical businesses
• Accrual-based, performance-focused accounting
• Field service and accounting system alignment
• CFO-level insight without full-time overhead
• Clear numbers that support real decisions

We don’t just keep the books — we help you run a better, more profitable business.

Know Your Numbers. Control Your Business.

If you don’t trust your financials, you can’t trust your decisions. Contractor In Charge delivers accounting systems and financial insight that give you clarity, control, and confidence.

Schedule a conversation with Contractor In Charge to see how contractor-focused accounting and CFO support can transform your business.