Bookkeeping Built for Home Service Businesses
Clean books, closed monthly, by a QuickBooks Online ProAdvisor Certified team that already understands job costing, subs, materials, and seasonal swings.
Most owners find out what a job made three months late
Receipts live in the truck, the QuickBooks file has 400 uncategorized transactions, and "profitable" is a feeling rather than a number. That's how a company can be busier than ever and still be short on cash. Volume isn't profit — clean books are the only way to tell the difference.
What You Get Every Month
Every plan delivers the same core bookkeeping service. What changes is the size of the business behind it — your plan is set by your average monthly business expenses, so a two-truck operation isn’t priced like a twelve-crew one. Pick the plan that fits and the button takes you straight to its rate.
- Categorization of monthly business transactions
- Monthly reconciliation of connected bank and credit-card accounts
- Monthly bookkeeping close
- Monthly Profit & Loss and Balance Sheet reports
- Tax-ready books at year-end
- Access to your assigned bookkeeping professional
- Categorization of monthly business transactions
- Monthly reconciliation of connected bank and credit-card accounts
- Monthly bookkeeping close
- Monthly Profit & Loss and Balance Sheet reports
- Tax-ready books at year-end
- Access to your assigned bookkeeping professional
- Categorization of monthly business transactions
- Monthly reconciliation of connected bank and credit-card accounts
- Monthly bookkeeping close
- Monthly Profit & Loss and Balance Sheet reports
- Tax-ready books at year-end
- Access to your assigned bookkeeping professional
Don’t see your situation on the list? Other packages are available. Above $275,000 in average monthly expenses we quote individually — at that volume the transaction count and reporting needs go beyond a standard plan. We also build custom packages that combine bookkeeping with admin, HR, payroll, or BOSS CRM into one monthly scope. Ask at your free assessment and we’ll price it around what you actually need.
Add On Only What You Need
These are separate from the core bookkeeping plans — turn them on when you actually need them. Every rate is published on the Pricing page.
New-client setup
Account connections, opening review, chart-of-accounts setup, workflow build and your first monthly close — for books that are already current.
Historical cleanup
Priced per month of books cleaned, quoted after a free diagnostic review. Categorization, reconciliation, corrected opening balances and tax-ready reports for every period we touch.
Managed payroll
Routine payroll processing through QuickBooks Payroll on your schedule, including direct deposit and standard filings. Payroll software is billed separately by Intuit.
Accounts receivable
Priced by invoice volume. We create and send invoices, apply payments, send statements and run a consistent follow-up schedule on what’s past due.
Accounts payable
Priced by bill volume. Bills captured, entered and coded to the right job, then prepared in a payment run you approve — you authorize every payment.
Florida sales-tax filing
Preparation and filing of one standard Florida sales-and-use-tax return per period from reconciled books. Back returns and notices quoted separately.
1099 preparation
Preparation, e-filing and recipient copies — with complete vendor records and W-9s on file by January 15.
HR support
Onboarding paperwork, employee files, handbook maintenance and compliance tracking. HERO supports your process; we are not a licensed employment-law advisor.
Admin & back-office
A defined list of recurring administrative work handled on an agreed schedule, inside your tools, with a monthly summary of what got done.
BOSS CRM
Lead capture, follow-up, pipeline, reviews and invoicing tools. Platform plans, setup and management are on the BOSS CRM page.
Cleanup, A/R and A/P — Exactly What’s Included
The three add-ons owners ask about most, with the scope written down. What you get, what you don’t, and the ground rules that keep the price honest.
Historical Cleanup & Catch-Up
Behind on your books? We start with the last month that was truly reconciled, then work forward: transactions categorized, bank and credit-card accounts reconciled, duplicates removed, opening balances corrected, and a tax-ready set of reports for every period we touch. Cleanup is priced per month of books cleaned and quoted after a free diagnostic review — you get a written scope and a flat price before we begin, never open-ended hourly billing.
Included
- Diagnostic review of your file, with the periods and accounts agreed in writing
- Categorization of transactions for every period in scope
- Reconciliation of connected bank, credit-card and payment accounts
- Duplicate detection and removal
- Opening-balance and balance-sheet corrections
- Open-question list and document requests so nothing is guessed
- Profit & Loss and Balance Sheet for each cleaned period
- Closing summary and handoff to your ongoing monthly plan
Not included
- Income-tax return preparation or amended returns
- Payroll corrections or amended payroll filings
- Back sales-tax returns, penalty or notice resolution
- Forensic or fraud investigation
- Software migration or rebuilding a file from scratch (quoted separately)
- Inventory reconstruction
Cleanup quotes are based on the information provided at intake and hold for 30 days. If we open the file and find materially more volume, missing records or unreconciled periods than described, we pause and re-quote before doing additional work — you will never get a surprise invoice. A deposit starts the work and the balance is due at delivery. Ongoing monthly service begins the month after cleanup is complete.
Accounts Receivable — Get Paid Faster
We create and send your invoices, apply payments as they come in, send statements, and run a consistent, polite follow-up schedule on what’s past due — so “I’ll get to it this weekend” stops costing you money. You approve the terms and the escalation steps; we do the chasing. Priced by the number of invoices you issue each month.
Included
- Invoice creation and delivery by email or text
- Recurring and progress invoicing on your schedule
- Payment application and posting to the ledger
- Monthly customer statements
- A/R aging report every month
- Follow-up sequence on your approved cadence — reminder at due date, follow-up at 15 days, formal notice at 30, escalation to you at 45
- Documented notes on every account so you can see what was said and when
Not included
- Third-party debt collection or credit reporting
- Liens, lien-law notices or legal action
- Attorney demand letters
- Customer credit checks or credit approval decisions
- Writing off bad debt without your authorization
- Contract or dispute negotiation
A/R service assumes your books are current and your customer list and payment terms are accurate. Collecting balances already over 90 days at the start of service is quoted as a one-time recovery project. We follow up on your behalf, under your name and your approved wording — HERO is not a licensed collection agency and does not take legal action. Volume beyond your plan band moves to the next band from the following month.
Accounts Payable — Nothing Slips, Nothing Ships Late
Vendor bills and receipts come to us, get entered and coded to the right job and account, and land in a payment run you approve. You keep total control of the money — we keep the paperwork, the due dates and the vendor relationships from becoming your evening job. Priced by the number of bills you receive each month.
Included
- Bill and receipt capture and entry
- Coding to the right account, class or job
- Duplicate-bill checks
- Matching bills to purchase orders or material receipts where you use them
- A scheduled payment run prepared for your one-click approval
- Vendor record and W-9 maintenance for clean 1099s
- Unpaid-bills and cash-requirements report every month
- Early-payment discounts flagged before they expire
Not included
- Releasing or authorizing payments — you approve every payment; we never move your money
- Vendor contract negotiation or purchasing decisions
- Credit applications
- Resolving disputed charges beyond a first documented inquiry
- Rush or same-day payment runs outside the agreed schedule
- 1099 filing (a separate add-on)
HERO prepares payments; the client authorizes and releases every payment. We are not granted signing authority or standalone banking access. Bills received fewer than three business days before a scheduled run move to the next run. Late fees or vendor holds caused by bills not sent to us, or by approvals not returned, are the client’s responsibility. Volume beyond your plan band moves to the next band the following month.
Why not just do it in QuickBooks?
You can. QuickBooks is the tool — someone still has to run it, catch the errors, and make sure the filings go out. That's what you're hiring. We're QuickBooks Online ProAdvisor Certified at the Gold tier, so we work inside the system you already pay for rather than moving you to something new.
Bookkeeping for Central Florida trades
We keep the books for roofers, HVAC and plumbing companies, electricians, cleaning services, landscapers, pest control operators, remodelers and handyman businesses across the Greater Orlando Area — Orlando, Winter Park, Apopka, Ocoee, Winter Garden, Altamonte Springs, Sanford, Oviedo, Kissimmee, St. Cloud, Clermont and the surrounding cities — and remotely for clients in all 50 states. Florida-specific work is part of the job: sales tax on the services that are taxable, hurricane-season swings in revenue, and the seasonal crews that come with them.
Bookkeeping Questions, Answered
My books are months behind. Can you fix that?
Yes. Most clients come to us behind. We assess how far back the gap goes, quote the cleanup as a one-time project, and then move you onto a monthly plan so it never happens again. Multi-year cleanup is available.
Do I need a bookkeeper or a CPA?
Most home service businesses need both, doing different jobs. A bookkeeper keeps your books accurate month to month. A CPA uses those books to file your taxes and plan strategy. Clean monthly books make your CPA cheaper and faster — and they're what lenders and bonding companies ask for.
Do you use my QuickBooks or move me to something new?
We work inside your existing QuickBooks Online account. Our team is QuickBooks Online ProAdvisor Certified — Gold Tier — so there's no migration, no new software to learn, and you keep full ownership and access to your file. The QuickBooks subscription is billed separately by Intuit.
Can you handle both W-2 employees and 1099 subcontractors?
Yes — that mix is standard in the trades. We process W-2 payroll with tax filings and direct deposit, and handle 1099 contractor payments with year-end 1099 preparation. Your QuickBooks subscription is billed separately by Intuit.
Can you tell me whether a specific job made money?
That's the point of doing it properly. We categorize by job type and revenue stream, so your monthly reports show which work is actually profitable instead of just what came in. Detailed per-job costing depends on how your estimates and purchases are recorded — we'll show you what we need from the field to make it accurate.
Do you file my sales tax and 1099s?
Both are available as add-ons rather than being bundled into the monthly plan, so you're not paying for filings you don't have. Florida sales tax is priced per return and 1099s are priced per form — see the Pricing page.
Is invoicing included?
Invoicing, statements and payment follow-up sit on the bookkeeping side and are handled as add-ons — accounts receivable and accounts payable management are each priced separately on the Pricing page.
Find Out What Your Back Office Is Costing You
Take the free Operational Health Assessment — about 5 minutes, no sales pitch, and you'll walk away knowing exactly where the gaps are.
Start My Free Assessment Book a 30-Minute Call