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Financial Valet

Home services

Bookkeeping & accounting for home service companies

You fix, build, and care for your customers’ homes. We handle your books and accounting.

  • Accounting team without hiring
  • A real person you can call
  • Clear monthly pricing
  • No long-term contract
Two ways we helpBookkeepingFrom$450/ monthBest for up to $2M in yearly sales
Outsourced accountingFrom$1,450/ month$2M+ in yearly sales

Who we help

Built for the trades

We understand the industry and your business. We set up your books around how your business really works.

Plumbing

Keep customer payments, supplier bills, and everyday expenses organized across service calls, repairs, and installations.

Get your price

HVAC

Stay on top of your finances through busy seasons and slower months with organized books and reliable monthly reporting.

Get your price

Electricians

Keep customer payments, supply purchases, and everyday business expenses organized every month.

Get your price

Construction

Stay organized with accurate records of customer payments, subcontractor expenses, and supplier bills.

Get your price

Roofing

Keep your finances organized and maintain better visibility into your cash flow through busy and slower seasons.

Get your price

Landscaping

Stay on top of income and expenses during the busy season, with organized books year-round.

Get your price

What we track

We track what matters on the job

Clean books are more than a tax-time chore. They show you where cash gets stuck and when/how to plan ahead.

  • Profit on every jobMoney in and costs out for each job.
  • Parts and suppliesWhat you buy, and which job it went to.
  • Trucks and toolsFuel, repairs, and payments in one place.
  • Money customers oweWho still owes you, and for how long.
  • Bills from suppliersWhat’s due and when, so nothing slips.
  • Slow seasonsSee them coming, and plan your cash.

Pricing

Get your price in 3 quick steps

Answer three quick questions. See your monthly bookkeeping price right away. No meeting or email needed.

Over $2M a year? See outsourced accounting pricing
Step 1 of 3

Your industry

Pick the one that fits your business best.

Step 2 of 3

Yearly sales

About how much money does your business bring in each year?

Step 3 of 3

Online bank access

Can you log in online to all of your bank, credit card, and loan accounts?

Answer all 3 steps to see your price. 0 of 3 done.

See all bookkeeping prices
Bookkeeping prices
Yearly salesPlanPer month
Under $500KStarter plan$450
$500K – $1MStandard plan$650
$1.1M – $2MGrowth plan$850
$2M – $2.5MAdvanced plan$1,050

Prices are per month and the same for every industry. Add $50 a month if only some of your accounts are online, or $100 if none are.

Over $2M in sales?

Starts at
$1,450/ month

Outsourced accounting pricing

Outsourced accounting from Financial Valet starts at $1,450 per month for businesses with $2M or more in yearly sales. Your final price depends on what you need.

Everything in bookkeeping, plus:

  • Books closed by the same date each month
  • A full monthly report
  • A cash plan for the months ahead
  • A yearly budget, checked each month
  • We work with your tax pro at tax time
  • A monthly meeting on your numbers

Compare

Bookkeeping or outsourced accounting?

Here is the difference between bookkeeping and accounting. Between $2M and $2.5M a year, either one can fit. We will help you pick.

BookkeepingBest for up to $2M a yearStarts at$450/ month
  • A real human in the US answers when you call
  • No long-term contract
  • Every bank and card charge sorted
  • Books matched to your bank statements
  • Basic financial reports
  • Books ready for your tax preparer
  • Monthly call about your numbers ($500K and up)
  • Books finished by the same date every month
Get your price
Outsourced accountingBest for $2M+ a yearStarts at$1,450/ month
  • A real human in the US answers when you call
  • No long-term contract
  • Every bank and card charge sorted
  • Books matched to your bank statements
  • A full financial package: profit, cash, and what changed
  • Books ready for your tax preparer
  • Monthly call about your numbers
  • Books finished by the same date every month
  • Cash plan for the months ahead
  • Yearly budget, checked each month
  • Payroll for your team
  • Accounts receivable management
  • Accounts payable management
  • Profitability analysis by service/product
  • KPI tracking and reporting
  • Financial strategy and planning
See accounting

Questions

Home service bookkeeping & accounting questions, answered.

Still have a question? Call/text (603) 288-6261 or send us an email.

Do you only work with home service companies?

No. We work with all kinds of small businesses. Home services are just a big focus for us.

What do you track for a home service business?

We track what you made on each job, what you spent on parts and supplies, and what your trucks and tools cost. We also track money customers owe you and bills you need to pay.

How much does it cost?

Bookkeeping starts at $450 a month. Outsourced accounting starts at $1,450 a month. Get your exact bookkeeping price in 3 quick steps on this page.

Can you help with slow seasons?

Yes. We help you see slow months coming, so you can plan your cash and cover your bills all year.

Can you help me pay my crew?

Yes. Payroll for your team is part of outsourced accounting.

You do the work. We do the books.

See your bookkeeping price in 3 quick steps, or book a call. We will walk you through it.

Or call (603) 288-6261