YOU BUILD THE BUSINESS.
WE BALANCE IT.
Your field service platform. Your industry. Your numbers. We've known them for 20 years. We've seen every mistake in trades bookkeeping, so yours won't be one of them.
“It's hard to find a bookkeeper who actually understands accounting AND the trades. Mo and her team know both.” — Google review
ANYONE CAN RECONCILE A BANK ACCOUNT.
Far fewer can tell you why a 20-grand ServiceTitan job never showed up right in QuickBooks. We can.
Your numbers flow through your field service platform, your payment processors, your payroll system and QuickBooks before they ever hit a report. We know every handoff, where it breaks and how to fix it. We've already done the mapping for dozens of contractors, so you don't pay for anyone's learning curve.
DIFFERENT COMPANY. DIFFERENT LOGO. SAME FINANCIAL DUMPSTER FIRE.
Here's what we find in almost every new client's books.
THE BOOKS ARE MONTHS BEHIND.
You're making today's calls on numbers from three months ago.
UNDEPOSITED FUNDS IS A BLACK HOLE.
Payments came in but were never matched to real bank deposits. The balance keeps growing into a giant pile of nonsense.
PAYMENT PROCESSORS ARE A MESS.
Stripe, Square, PayPal, Wix and ServiceTitan deposit net amounts. Fees, refunds, chargebacks and gross sales vanish or get counted twice.
GARBAGE-CAN ACCOUNTS.
Ask My Accountant, Office Expense, Miscellaneous and Uncategorized become permanent dumping grounds.
COST OF GOODS SOLD IS WRONG.
Labor, materials, subs, permits, merchant fees and job costs are mixed in with overhead, so gross profit means nothing.
TRUCKS AND EQUIPMENT EXPENSED.
Vehicles, equipment, machinery, computers and major improvements get expensed instead of set up as assets and depreciated.
WE FIX THE BOOKS. YOU FIX EVERYTHING ELSE.
We walk in, look at the mess and say, "Okay, here's what we're going to do." No drama. No ego. No finger pointing. Just books set up around how a field service company actually runs: install and service lines, crews, job types, deposits and payroll.
WHAT WE TAKE OFF YOUR PLATE
Monthly Bookkeeping
Reconciled accounts, clean statements and a closed month, every month. Payroll, payables and receivables handled too.
See BookkeepingCleanup & Catch-Up
Months behind or years tangled, we rebuild the books from the ground up.
Get Caught UpPlatform + QuickBooks Integration
ServiceTitan, Housecall Pro, Jobber or Workiz, mapped to QuickBooks the right way.
See PlatformsQuickBooks Setup, Conversion & Training
New files, Desktop-to-Online moves and one-on-one training built around your business.
See QuickBooks ServicesSystems, SOPs & Team Training
Loom and Scribe walkthroughs your team will actually use, so clean data comes in the front door.
See SystemsNeed 1099s handled or receipts matched? See our optional à la carte add-ons
WE SPEAK FLUENT TRADE.
Trades are our specialty. If you send techs out in trucks and invoice from the field, you're in the right place.
FROM SHOEBOX TO SORTED IN FIVE MOVES.
BOOK A CALL.
A no-cost discovery call with Mo. Tell her what's working and what's a mess.
DIAGNOSTIC REVIEW.
We dig through your QuickBooks file and field service platform data and show you exactly what's broken. It's rare that a new client's books are perfectly set up, so expect us to find things that need cleanup, catch-up or a rebuild.
CLEAR QUOTE.
You get two prices up front. First, a quote for any cleanup or catch-up work we found, with a step-by-step plan and a detailed timeline. Second, a flat-rate price for your ongoing monthly bookkeeping, with everything included spelled out. No surprises.
WE FIX THE FOUNDATION.
Cleanup, catch-up and integration mapping, done right the first time.
BOOKS ON AUTOPILOT.
Clean books every month, reports in your inbox and your CPA in the loop.
20 YEARS IN THE TRADES. ZERO SHORTCUTS.
Mo spent 20 years in the trenches of home service operations and financial controls before she started Service Biz Books in 2022. Today SBB is a full team of bookkeepers, complex-accounting specialists, automation pros and platform integration specialists, serving contractors across the US.
DON'T TAKE OUR WORD FOR IT.
It's hard to find a bookkeeper who actually understands accounting AND the trades. Mo and her team know both. We work alongside the Service Biz Books team every day and they are a pleasure to work with.
Google reviewService Biz Books is awesome and willing to help contractors any way they can. Maureen runs the show and knows her stuff very well - knows Service Titan and Quickbooks well and can really help you develop your processes. Trustworthy and just a great company all around! Highly recommend!
Google reviewMo is the BEST bookkeeper ever!!! We have used a few... she is very responsive, knows her stuff better than anyone. She will go above and beyond for you. There is no one better than her. Our books are better than they ever have been. Don't look anywhere else.
Google reviewYOU SWEAT THE JOBS. WE SWEAT THE DETAILS.
Our clients don't just leave with clean books. They leave with confidence. It starts with a no-cost discovery call.
Or call or text 414-507-6639 · mo@servicebizbooks.com
Who We Serve
Take back your time. Be confident in your books.
Bookkeeping is a task that’s all too easy for business owners like you to neglect. You’re so busy working for others (and yourself), you forget to take care of your bottom line, which can put you into a panic when it’s time to catch up.