--- title: "Catch-up bookkeeping for hvac, plumbing, electrical & landscaping" description: "Catch-up bookkeeping for hvac, plumbing, electrical & landscaping: backlog bookkeeping that clears months or years of transactions, reconciles every." url: https://ledgerbpo.com/industries/field-services/catch-up-bookkeeping/ updated: 2026-09-11 publisher: LedgerBPO (SS Support Network LLC) language: en-US --- # Catch-up bookkeeping for hvac, plumbing, electrical & landscaping Catch up bookkeeping for HVAC, plumbing, electrical & landscaping companies usually starts when a lender asks for financials or the tax preparer refuses to file on the numbers as they stand. The field software has the job history, the bank has the deposits, and the ledger has neither. Your dedicated accountant rebuilds each back month from the ServiceTitan, Jobber or Housecall Pro exports and the bank statements, posts revenue gross with fees separated, codes supply-house tickets to jobs, and reconciles every account to the last clean period. - Since 2020 - US · UK · CA · AU - Named accountant plus backup - Your software, no lock-in [Get a custom quote](https://ledgerbpo.com/get-a-quote/) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Updated September 2026 ## How it runs for HVAC, plumbing, electrical and landscaping companies Sales-tax returns already filed are compared with the rebuilt sales so any differences are visible before the next filing. ## What is catch-up bookkeeping? Catch-up bookkeeping is a one-time project that records and reconciles months or years of transactions that were never entered. The goal is a set of books where every bank, card and loan balance agrees with the statement and every period can be reported on. It ends when the backlog is current and reconciled, usually followed by ongoing monthly bookkeeping. ## What we handle for HVAC, plumbing, electrical and landscaping companies - Back months rebuilt from field-software exports and bank statements, oldest first - Revenue posted gross with processor fees and financing discounts separated - Supply-house statements coded to jobs and truck stock for each back month - Sales-tax returns already filed compared with the rebuilt taxable sales - Opening balances agreed to the last filed tax return before the catch-up begins ## The KPI that matters here Each back month is rebuilt, reconciled and reviewed within the schedule agreed at kickoff. ## Field services compliance notes ### Sales tax on services by state Taxability of labor, parts and maintenance agreements is set state by state, and some states also tax at the city or county level. We map your service items to the right tax codes in QuickBooks Online and reconcile the tax collected against the liability each period. Filing stays with you or your tax preparer; we supply the reconciled workings. ### Job costing Materials, technician hours, subcontractor bills and permit fees are coded to the job they belong to, so a large install can be reviewed against its estimate. Progress payments on installs are held as customer deposits until the work is complete, which keeps revenue in the month it was earned. ### Technician commissions Commission plans based on sold revenue, gross margin or spiffs are documented once and calculated the same way every pay period. We accrue the commission in the month of the sale and reverse it when payroll runs, so the P&L does not spike on payday. ### Inventory on trucks Van stock is an asset until it is used, and unrecorded stock is a common reason field-service margins look wrong. We record a monthly count per truck, post the adjustment, and flag trucks whose usage is far above the fleet average for the owner to look into. ## Field services software we work in - [QuickBooks Online](https://ledgerbpo.com/software/quickbooks-online/) - [Gusto](https://ledgerbpo.com/software/gusto/) - ServiceTitan - Jobber - Housecall Pro - [All 50 platforms](https://ledgerbpo.com/software/) ## More for HVAC, plumbing, electrical and landscaping companies Other services for field services - [Bookkeeping](https://ledgerbpo.com/industries/field-services/bookkeeping/) - [Invoicing and billing](https://ledgerbpo.com/industries/field-services/invoicing-and-billing/) - [Accounts receivable](https://ledgerbpo.com/industries/field-services/accounts-receivable/) - [Accounts payable](https://ledgerbpo.com/industries/field-services/accounts-payable/) - [Bank reconciliation](https://ledgerbpo.com/industries/field-services/bank-reconciliation/) - [Month-end close](https://ledgerbpo.com/industries/field-services/month-end-close/) - [All field services services](https://ledgerbpo.com/industries/field-services/) Catch-up bookkeeping in other industries - [Marketing agencies & consultancies](https://ledgerbpo.com/industries/agencies/catch-up-bookkeeping/) - [Auto repair shops & dealerships](https://ledgerbpo.com/industries/auto/catch-up-bookkeeping/) - [Behavioral health practices](https://ledgerbpo.com/industries/behavioral-health/catch-up-bookkeeping/) - [Daycares, schools & education](https://ledgerbpo.com/industries/childcare-education/catch-up-bookkeeping/) - [The full catch-up bookkeeping page](https://ledgerbpo.com/services/catch-up-bookkeeping/) ## Frequently asked questions ### How much does catch-up bookkeeping cost for a contractor? Market benchmarks put catch-up work at $200 to $500 per back month (John Galt Finance, 2026), depending on transaction volume and how much has to be rebuilt from exports. Field-service files sit toward the upper end when supply-house tickets need job coding. Pricing depends on volume and scope, so we send a custom quote within 1 business day. ### What if our sales-tax returns for the back months were wrong? The rebuilt taxable sales by jurisdiction are compared with what was filed, and the differences are listed for you and your tax preparer. We do not file amended returns or give tax advice, but the worksheet gives your preparer what they need to decide. Going forward, the monthly sales-tax reconciliation prevents the gap from reopening. ### How far back can you rebuild from our field software? As far back as your field software and bank keep records, which is usually several years. ServiceTitan, Jobber and Housecall Pro all export completed-job and payment history by date range. Where the software was adopted mid-way through the backlog, earlier months are rebuilt from bank and processor statements alone, with revenue by deposit. Next step ## Books closed. Invoices paid. Every month. Tell us what is going on with your books or billing. You will hear from a named person within 1 business day, with a custom quote and a plan for the first close. - Reply from a named person within 1 business day - No setup fee, month-to-month - Your software, your data, no lock-in Start with a custom quote [Get a custom quote](https://ledgerbpo.com/get-a-quote/) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours. --- Source: https://ledgerbpo.com/industries/field-services/catch-up-bookkeeping/ · Contact: https://ledgerbpo.com/contact/ · Full site map for agents: https://ledgerbpo.com/llms.txt