Questions owners ask us.

We keep the books for HVAC and plumbing shops and build each owner a dashboard that shows cash for the next 13 weeks, what each type of work made, and whether the shop can afford the next hire. For owners who want it, we add planning help on the big decisions.

HVAC and plumbing shops from one truck up to about twenty, within about 100 miles of Baton Rouge.

Plenty of bookkeeping only records what already happened. We keep your books clean too, and then we put them to work: a screen that shows where cash is headed and which jobs make money, so you can act while it still matters.

Yes. You work with Frank. Call, text or email and you'll hear back within one business day.

Yes, and we work well with them. We keep the day-to-day books and reporting so your CPA can focus on tax work. Everyone works from the same clean numbers, so there's less back-and-forth at tax time.

No. We do bookkeeping and financial systems. We don't prepare taxes or give tax or investment advice. If you need a preparer, we can point you to good ones in Baton Rouge.

QuickBooks Online. If you're on something else, a spreadsheet, or a drawer full of receipts, bring it to the call and we'll map out the move.

Yes. Catch-up work gets a fixed quote before anything starts, so there's no open-ended cleanup bill. Monthly service starts from a clean baseline.

Cash for the next 13 weeks with the tight weeks flagged, profit by job type, money owed to you by age, and the hire test. It's built around your questions, so if you track something different, we build that instead. Open the sample dashboard to click around.

Yes. The dashboard shows cash for the next 13 weeks. Advisory adds a longer forecast and help planning around slow seasons and big purchases.

Every plan is one flat monthly price. We quote it after a call and a look at your books, based on your transaction volume, how many accounts you run and how much reporting you want. No hourly billing.

Never. Questions are part of the service and never show up as a line on a bill, so you never have to weigh whether something is worth a call.

Within one business day, every time. Office hours are Monday to Friday, 9am to 5pm.

Very little. We'll ping you when a charge needs your answer, and the monthly statements take about five minutes to read.

Documents you send go into a private portal, encrypted in transit and at rest. We never ask for your bank login.

For the one-time Checkup and Review, read-only access to your QuickBooks file, which you can revoke with one click when we're done. For monthly service, we work in your file through QuickBooks' own accountant invite, and you can remove that access any time.

A one-time look at your books and business foundations. Every check is scored Pass, Flag or Fail, and you get a written report in plain English, a fixed price to fix what's wrong, a free do-it-yourself list and a 30-minute walkthrough call. If we don't find three things worth fixing, you don't pay. See the Checkup.

Everything in the Checkup plus 120 checkpoints across seven scored areas: margins by job type, your break-even, your next-hire number, a live dashboard built from your real numbers and a 90-day plan. It credits in full toward monthly service if you start within 15 days. See the Review.

If you mainly want to know whether your books are right, start with the Checkup. If you want to know what the shop is actually making and where it's headed, the Review covers that.