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HVAC bookkeeping · Houston
HVAC books that show which calls make money.
Service calls, installs and maintenance plans have very different margins. We close your books by the 10th and break profit out by each, so you can price and staff for summer.
What's different about your books
HVAC money moves fast in summer
And the books usually fall behind right when the numbers matter most.
Installs hide service losses
A big changeout makes the month look great while after-hours calls lose money.
Maintenance plans
Prepaid plans are revenue you haven't earned yet. Book them wrong and every month is off.
Equipment and parts
Units, parts and refrigerant need to land on the right job, not in one big expense line.
Techs and helpers
W-2 techs on payroll, 1099 helpers in peak season. Both need to be right by January.
Financing and rebates
Customer financing fees and manufacturer rebates muddy deposits.
Commercial work
Repair of commercial systems is generally taxable in Texas. Residential repair labor generally isn't.
What you get
Every month, by the 10th
- Books closed by the 10th, every account reconciled
- Profit by service call, install and maintenance plan (Growth)
- Parts and equipment matched to jobs
- Payroll for techs, 941s, W-2s and TWC reports (add-on)
- 1099s for seasonal helpers
- Commercial sales tax filed (Growth)
Price
From $249/mo · payroll add-on $99/mo
Flat price, agreed before we start. No hourly bills, no surprise invoices. See every plan and add-on.
"Our books were a mess. SolBook cleaned up years of records, shows us the profit on every job, and tax season was stress-free for the first time."
Our guarantees
The deal, in plain English
Three promises in writing, so the risk sits with us, not you.
Closed by the 10th, or that month is free
If your books aren't closed by the 10th, you don't pay for that month. Applies while your accounts stay connected and you answer the weekly text within 3 business days.
CPA-ready, or we fix it and the next month is free
If your CPA or tax preparer sends back anything in our year-end package, we fix it within 5 business days and your next month is on us.
No contracts. Your books stay yours.
Month to month. Cancel any time with 30 days' notice, and your QuickBooks file and every report go with you.
Any number of forms, on any plan. 1099-NECs are due to the IRS and your contractors by January 31, so this is the month to get it handled. We onboard 10 new businesses a month so every client gets a bookkeeper who knows them.
Keep reading
Questions
Straight answers
Do you work with ServiceTitan or Housecall Pro?
Yes. We match your field software's invoices and payments to your bank deposits so revenue is counted once.
Can you track maintenance agreement revenue?
Yes. Prepaid plans are recorded as you earn them, so your monthly profit is real.
Is HVAC repair taxable in Texas?
Repair of commercial buildings and systems is generally taxable. Residential repair labor generally isn't. Your exact mix decides it, and we check it for free.
Ready to get your evenings back?
Two minutes, eight taps, and you'll know exactly where your books stand, plus which plan fits.