Smart AI Bookkeeping

Industries / Service trades

The back office for service trades

Smart AI Bookkeeping runs the books for HVAC, plumbing, electrical service, landscaping, pest control and other service trades: monthly books, job profit, invoicing, collections and payroll entries. Plans start at $1,000/month, and most service businesses pick Back Office at $2,000/month.

Book a Free Call

Where the time goes today

Hundreds of small jobs

Every service call is its own invoice, its own parts and its own labor. When the books lag, nobody knows which kinds of jobs actually make money.

Money you've earned but not collected

Unbilled work and invoices nobody chases are the quietest way a busy shop runs short on cash.

Payroll and job cost

Technician hours have to land on the right jobs, or your job profit numbers are guesses.

Books that are always behind

The owner is on a roof or in a basement all day. The books get done at night, or not at all.

What we handle

  • Monthly books, closed and reviewed
  • Bank and credit card reconciliations
  • Customer invoicing and collections follow-up
  • Vendor bills and parts coded to jobs
  • Payroll entries and a job profit report every month

The free call decides what fits your business. Claude AI takes the typing out; Tim reviews the numbers.

Tim’s experience

  • Ran his own accounting firm, Order Up Profits, for 10 years.
  • More than 10 years on QuickBooks.
  • Full job costing experience.
  • MS in Accounting, DePaul University.
More about Tim →

What it costs

One fixed monthly price: Books $1,000/month, Back Office $2,000/month or Controller $4,000/month, plus a one-time start fee from $2,500 to clean up and set up your books. See pricing.

You run the jobs. We run the back office.

Book a Free Call