Plumbing Bookkeeping and Fractional CFO Services
Service calls, new installations and commercial work carry very different margins in a plumbing company. Without job-level costing by service type, you can't tell which work to grow, which bids to adjust, or where your best profit is coming from.
In person across Tampa Bay (Pinellas, Hillsborough, Pasco, Manatee, Sarasota). Remote for plumbing companies nationwide.
Problems Will fixes for plumbing companies
- ServiceTitan revenue not matching QuickBooks Online entries
- Parts inventory accounting not reflecting true job costs
- Service call profitability not tracked at the job level
- Seasonal demand swings missing from cash planning
Why a generalist bookkeeper isn't enough
Most bookkeepers record transactions, reconcile the bank and hand you a Profit and Loss statement once a month. Will reads your numbers the way a Chief Financial Officer (CFO) does: which service lines make money, where costs are drifting, what cash looks like 60 days out, and whether the books are telling you the truth.
Software Will works with
Plumbing companies running ServiceTitan, Housecall Pro or FieldEdge face the same integration problem as HVAC companies: field data that does not translate cleanly into accounting entries. Will structures the QuickBooks Online chart of accounts to separate service, installation and commercial margins, so you get real profitability by service type.
The numbers plumbing companies should watch every month
- Gross margin by service type: service and repair, new construction, commercial
- Parts cost as a percentage of service revenue
- Revenue per truck and per technician
- Inventory on trucks versus inventory on the books
Bookkeeping or fractional CFO?
Construction bookkeeping
Weekly books, job costing, monthly financials and a CPA-ready year-end, about $1,000–$3,500 a month. Best for companies up to roughly $5M. See the tiers.
Fractional CFO
Cash forecasting, WIP and bonding reports, budgets, pricing and growth strategy, typically $6,000–$12,000 a month. Best for companies from roughly $5M to $50M. Fractional CFO services.
Frequently asked questions
How should a plumbing company track truck inventory?
Parts on trucks are inventory until they are used on a job. Recording them correctly keeps job costs accurate and stops margins from looking better or worse than they are.
Can you work with ServiceTitan or Housecall Pro?
Yes. Will maps either platform to QuickBooks Online so each job carries its true parts and labor cost.
When does a plumbing company need a fractional CFO?
Usually around $5M in revenue, or when adding commercial work, a second location, or financing for trucks and equipment.