QuickBooks Cleanup · HVAC · South Carolina
A one-time QuickBooks cleanup for South Carolina HVAC contractors. Install and service revenue told apart, equipment and parts put back on the jobs they belong to, technician payroll sorted out, deposits off the income line. Fixed scope, fixed price, and a date it is finished by. Monthly bookkeeping after that is your call, not a condition.
What we handle
South Carolina summers drive your revenue, but the numbers only work if the books keep up. We handle categorization, reconciliation, and a plain-English monthly close so you can quote and hire with real figures in front of you.
We separate new-install jobs from service and maintenance revenue so you can see which side of the business actually makes money.
Materials, equipment, and labor tracked against each job - so you know true margin, not just top-line sales.
Units, coils, and parts inventory handled correctly, with items over $2,500 flagged for capitalization review.
Monthly payroll runs and reporting on the Growth and Scale plans, including overtime and job-linked labor.
Summer and winter peaks smoothed into clear monthly reporting so slow shoulder seasons don't catch you off guard.
Callback and warranty work tracked separately so it doesn't quietly erode your service margins.
Pricing
A cleanup is a one-time project — fixed scope, fixed price, and a date it is finished by. These are starting prices, not sight-unseen quotes; the exact figure is set after a free books diagnostic.
Monthly bookkeeping afterwards is optional, never a condition of the cleanup. Plans run $149 Starter, $299 Growth and $599 Scale per month — no setup fee, cancel any time. See how a cleanup works →
The detail
Four patterns show up again and again in HVAC files. None of them are exotic, and all of them distort what the business looks like on paper.
Install jobs and service calls behave nothing alike. An install is a large, equipment-heavy job with thin labor margin and a long tail of warranty exposure. A service call is small, labor-dominant, and usually far more profitable per hour on the truck.
Pooled into one revenue line, a strong service quarter hides a run of installs quoted too cheap. Separated, you can see which side of the business is actually funding the other — and price accordingly.
Condensers, air handlers and recovery machines regularly cross the point where they should be treated as assets rather than immediate expense. Booked wrong, the purchase month looks terrible and every month after looks better than it is.
Anything over the $2,500 capitalization threshold gets flagged for review rather than run straight through as an expense.
A South Carolina HVAC business does not earn evenly. July and August carry the year; the shoulder seasons do not. Without that pattern separated out, a slow October reads as a problem instead of a normal October, and hiring decisions get made off the wrong signal.
Reporting compares months against the same month last year, not just against the month before, so the seasonal shape is visible instead of alarming.
Callbacks are the quietest margin leak in HVAC. The revenue was already recognized on the original job; the labor to go back out is new cost with no new invoice. Tracked separately, a pattern of callbacks on one crew or one equipment line becomes visible early. Pooled into general labor, it just looks like costs creeping up.
How a month runs
The same sequence every month, so you know when numbers land and what they will tell you.
Closes finish within 3–5 business days of receiving your documents. The gap between month end and a finished close is almost always waiting on statements or receipts, which is why document requests go out through a secure portal rather than email threads.
Common questions
Yes — monthly payroll runs and reporting are included on the Growth and Scale plans, including overtime and job-linked labor so hours land against the jobs that consumed them.
A cleanup is a one-time project and starts at $750, $1,800, $3,200 or $4,500 depending on scope. Those are starting prices, not sight-unseen quotes — the exact figure is confirmed after a free books diagnostic, and it is fixed before any work begins.
Monthly bookkeeping afterwards is optional, never a condition of the cleanup. Plans are $149 (Starter, up to 100 transactions), $299 (Growth, up to 400) and $599 (Scale, up to 1,000). Transactions above your plan cap bill at $0.50 each. Payroll processing and reporting are included with Growth and Scale. There is no setup fee and you can cancel at any time.
Usually less than people expect. We work inside your existing QuickBooks Online file rather than moving you onto proprietary software, so there is no migration and no lock-in. If you leave, the file is yours and it goes with you.
The first step is a review of what is already there, and nothing gets changed without telling you first. If the prior work is clean, we pick up from where it stands. If it is not, you will get a written scope before anyone starts fixing it.
Plenty of trades businesses do, and for a one-van operation with simple billing it can work. It stops working at the point where jobs overlap, subcontractors get involved, deposits arrive before work starts, and equipment purchases need capitalizing. That is usually where the books quietly stop reflecting reality — the bank balance looks fine while margin is leaking on jobs nobody has costed.
The test is simple: if you cannot say which of last quarter's jobs made money, the books are not doing their job yet.
Tell us about your business and get a free books diagnostic - no call required, no obligation.
Get your free books diagnostic →Tell us where the books stand today. You'll get a written assessment and a fixed-price quote within one business day — no call required.
Prefer to talk? Email hello@flowbookkeepingservices.com or call (843) 749-8691.
Expect an email from hello@flowbookkeepingservices.com within one business day.