HVAC Bookkeeping That Shows You Which Jobs Pay

Your business runs in attics, basements and on rooftops, not behind a desk, and your books should keep up with it. We track every job, from the supply-house receipts in the van to the monthly close, so you can see which service calls and installs make money while there’s still time to fix the ones that don’t.

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Two colleagues reviewing figures together on a desktop computer

If one of these sounds like you, let’s talk

HVAC service, install and maintenance companies, residential or commercial
You do the books yourself, on evenings and weekends, after the last service call
Your office manager or a family member keeps the books on top of dispatch, billing and everything else
ServiceTitan or Housecall Pro says one thing, and QuickBooks says another
Your bookkeeper left or is on leave, and nobody else knows how the books were kept
Your books are behind or a mess. We start with a one-time clean-up, from $3,000 over three months.

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TerraTech Solutions crew in front of their concrete stabilization trailer

“[The Atlas Team] has been essential to my business.”
They've alleviated the stress of managing our finances, allowing my business partner and me to focus on other aspects of our operations. They've kept us on track from the start and point us to the right apps, programs, and CRM - a one-stop shop for all our accounting needs.

Good Books Mean Better Decisions in Every Season

See what each kind of job makes
Service calls, installs, maintenance agreements and commercial work each tracked on their own, so you see the margin on every kind of job.
Catch the costs that slip through
We reconcile your books to the bank every month and triple-check for mistakes, like a supply-house run that never hit the job or a vendor paid twice.
Time back for you and your office
We do the books, with receipt software instead of a glovebox full of receipts, so nobody’s catching up on evenings and weekends. Have an office manager? We agree who handles what at onboarding.
Your field software and QuickBooks in sync
On the Plus and Pro packages, we connect ServiceTitan or Housecall Pro to QuickBooks Online and map your business units to classes, so both tell the same story.
Numbers in time to act
Your books close within 10, 15 or 20 days of month end, depending on your package, with a monthly management report on how the business is doing.
Books and taxes on the same page
Year-end financials ready for your tax return. If we file it too, our CPA firm, Lewis Group CPAs, works from the same books, so there’s no back-and-forth at tax time.

Sample Job Costing

Sample job costing: a ductless mini-split install costed from the quote versus from job-costed books
	What the quote assumed	What job costing showed
Price quoted	$7,200	$7,200
Equipment (ductless system)	$3,200	$3,200
Labor	$1,600	$2,400
Materials & supply-house runs	$500	$1,100
Overhead allocation	$700	$700
Job profit	$1,200	−$200

We get you this number so you can fix your pricing.

We’re different than the bookkeepers you’re used to

You’ll enjoy the constant communication, easy-to-understand reports, and meaningful 1:1 coaching you need to push your business forward.

Specialists in the trades
HVAC, plumbing, electrical, solar and construction. Service agreements, installs and seasonal swings are the everyday work here, not a learning curve.
Fluent in your software
QuickBooks Online, plus ServiceTitan and Housecall Pro integration on the Plus and Pro packages.
Answers in a day or two
Email us any time. We reply within a day on Plus and Pro and two on Essentials, and meet 1:1 monthly, quarterly or annually, depending on your package.
A whole team, one flat rate
Bookkeeper, accountant, payroll setup specialist, cash flow manager and strategic advisor in one place, on flat-rate, upfront pricing.

Relatable, dedicated, and on your side

The team you’ll work with, from onboarding to your monthly close.

Chris Lewis, CPA
Jenny Page
Nicole Orlando
Liz Collazo
Zach German
Madison Maxwell

HVAC bookkeeping questions we get

Do you work with ServiceTitan?

Yes. We help our clients connect ServiceTitan to QuickBooks Online and map ServiceTitan business units to QuickBooks classes, so service, install and maintenance work each show their own numbers. Software integration is part of our Plus and Pro plans.

Will you set up my bookkeeping software for me?

Absolutely! We work exclusively with cloud-based accounting software, primarily QuickBooks Online, and offer a full setup of your books during your Onboarding Accounting System Clean Up and Install.

What happens if my books are a complete mess?

Clean-up is a key part of our onboarding process for those who decide to work with us. It’s included in our Onboarding Accounting System Clean Up and Installation, a one-time service designed to build a strong accounting foundation from the start. This includes cleaning up your existing books, putting the right workflows in place, and ensuring accurate, real-time financial reporting moving forward.

Is there anything I need to do each month for bookkeeping?

Your involvement in the accounting process is going to vary based on the service you’re investing in. During onboarding, we work together to clearly determine what responsibilities you (or others on your team) will have.

What is the best time of year to start with a bookkeeper?

Yesterday. Truly, if you are now considering professional accounting services, you are likely already in business and would benefit from the assistance of a professional.