✦ Bookkeeping Built for Trades Businesses ✦

Busy All Year.
Broke by December.

If you run an HVAC, plumbing, or electrical business and feel like
the money just disappears — you're not bad at business.
You just don't have the right financial foundation. We fix that.

No pitch. No pressure. Just a real look at your numbers — together.

$2M+

Contractor Revenue Tracked

97%

Client Retention Rate

$0

Surprise Tax Bills for Clients

15 min

To See Where Your Money Goes

Sound Familiar?

You Work Hard.
The Money Should Show It.

Most trades business owners we talk to have the same look on their face in our first call.
It's not embarrassment. It's relief — that someone finally speaks their language.

💸

The Cash Flow Black Hole

You did $80K in jobs last month and have $4,200 in the bank. You don't know why — and that feeling never goes away.

🧾

The Tax Time Ambush

Every April feels like getting hit by a truck you didn't see coming. Nobody warned you. Nobody helped you prepare.

🌙

The 10pm Kitchen Table

You — or your spouse — at the kitchen table with a laptop, trying to figure out where $40,000 went. Again.

What We Actually Do

Bookkeeping That Speaks
Contractor.

We don't just log transactions. We set up your books the way a trades business actually works —
so you can see your numbers clearly, for the first time.

You'll Finally Know:

  • Which jobs are actually making you money (and which are burning it)
  • Exactly where every dollar goes each month — no more guessing
  • What you owe in taxes before your CPA calls — zero surprises
  • Whether your business is truly profitable or just busy
  • What your business is worth if you ever want to sell it

We Handle Everything:

  • Monthly bookkeeping — clean, accurate, on time
  • Job costing setup so you know profit on every single job
  • Cash flow forecasting — know what's coming before it hits
  • Tax-ready financials so your CPA has nothing to chase
  • Plain-English monthly reports you'll actually understand

Is This You?

We Work With Contractors
Who Are Done Guessing.

For the Owner

Trades business owner
  • You run an HVAC, plumbing, or electrical business
  • Revenue between $300K and $5M annually
  • You have employees and real overhead to manage
  • You're tired of not knowing your real numbers
  • You want to build something worth keeping — or selling

For the Spouse

Business owner spouse
  • You're the one actually keeping the books together
  • You've been doing this on top of everything else for years
  • QuickBooks makes you want to throw your laptop
  • You want someone qualified to just take this off your plate
  • You want your evenings — and your husband — back

How It Works

Three Steps to
Finally Knowing Your Numbers

01

Book Your Free Call

15 minutes. We look at your current books together and tell you exactly what we see — in plain English. No sales pitch. No obligation.

02

We Set Everything Up

We clean up your books, set up job costing, and build the financial foundation your trades business actually needs. You do nothing but hand us access.

03

You Run Your Business

Every month you get a simple report that tells you exactly where you stand. No jargon. No surprises. Just clarity — so you can go home at 5pm.

What Contractors Say

That Look on Their Face
Is Relief.

Client testimonial

"I used to dread tax season. Now I actually look forward to seeing my monthly reports because I finally understand them. First time in 11 years I feel like a real business owner."

Dave R. — HVAC Owner, Texas

In business 11 years

Client testimonial

"I was the one doing our books every night after the kids went to bed. When we hired Peak Profit, I got my evenings back. I didn't realize how much that was costing me until it stopped."

Lisa M. — Plumbing Co-Owner, Florida

Spouse / Operations Manager

Client testimonial

"Found out I was losing money on two of my biggest job types. Wouldn't have ever known. Fixed my pricing and made $60K more the next year without adding a single customer."

Tony B. — Electrical Contractor, Georgia

12 employees, $2.1M revenue

Common Questions

We Hear These Every Week.

I already have a bookkeeper. Why would I switch?

"Cool. Can they tell you your profit on every job?" Most bookkeepers handle transactions — they log what happened. We handle contractor finances: job costing, cash flow forecasting, tax-ready books, and plain-English reports your banker will love. There's a real difference. The free call will show you exactly what you're missing.

I use QuickBooks. Isn't that enough?

QuickBooks is a tool. Having a tool doesn't mean it's set up right for a trades business. Most contractors' QuickBooks is a mess — categories wrong, no job costing, no way to see real profit. We fix the setup and make it actually work for how you operate.

How much does it cost?

It depends on your revenue, number of jobs per month, and what cleanup is needed. Our average trades client pays between $400–$1,200/month. On the free call we'll give you an exact number — no vague "it depends" runaround. Most clients recover our fee in the first month just from finding one unprofitable job type.

I'm not good with numbers. Will I actually understand your reports?

That's exactly why we exist. Our reports are built for people who are brilliant at their trade and not interested in accounting jargon. If you can read a job estimate, you can read our monthly report. We promise — plain English only.

What if I'm behind on my books? Are we too messy for you?

We've seen everything. Literally. Shoeboxes of receipts, years of uncategorized transactions, three bank accounts nobody can explain. Cleanup is part of what we do. The messier your books, the more we can help — and the more dramatic the transformation.

My wife already handles this. Will this make her job easier or replace her?

Both, depending on what she wants. Some spouses want to hand it off completely and never think about it again. Others want to stay involved but have a professional doing the heavy lifting. We work around what your family needs. Either way — she gets her evenings back.

The Truth Is

You Built This
With Your Hands.
Protect It
With Your Numbers.

You didn't start this business to do bookkeeping at 10pm. You started it for freedom. For your family. To build something real.

Clean books don't just reduce stress. They increase what your business is worth. They protect your family if something happens to you. They show your bank you're a serious operator. They let you finally pay yourself what you deserve.

One short call could be the thing that changes everything.

Contractor reviewing clean financials

Ready to Finally
Know Your Numbers?

Book your free 15-minute Financial X-Ray Call.
We look at your books together and tell you exactly what we see.
No pitch. No obligation. Just clarity.

🔒 Your information is 100% private. We never sell or share your data.
You'll receive a calendar link within 1 business hour.

Peak Profit
Bookkeeping for Trades Businesses

Serving HVAC · Plumbing · Electrical
contractors nationwide

Questions? Email us:
jeff@peakprofitaccounting.com