Home service businesses running 1–10 trucks

Clean books for $250 a truck.

Everything your business does with money, handled for one flat fee — plus an accountant you can ask for by name.

“A home service business owner walking toward a work truck while organized financial paperwork is handled at a desk behind him”

We take care of your books so you can expand your fleet

Profit-focused

No contracts

No access to your money

For home service businesses running 1 to 10 trucks

Clean Books for the Trades.
Just $250 a Truck.

Everything your business does with money, handled for one flat fee — plus an accountant you can ask for by name. Get started free in 2 minutes.

We take care of your books so you can expand your fleet .

Profit-focused full-service accounting

No contracts — cancel anytime

We never have access to your money

Who's Doing Your Books Right Now?

If you already have someone you trust taking care of the financial side of your business, we can help them be 10X more effective. Choose below to find out how.

A business owner doing paperwork on the dashboard of his work truck

Your time is very valuable as a business owner. The more time you spend running jobs, managing crews, and growing the business, the better chance you have of success.

And that's impossible if you're spending precious hours every day doing data entry and checking bank statements. Especially if you have to do it after a full day of work because no one else is there to back you up.

And unless you've got an accounting degree, you're probably missing some easy wins that most trained professionals would catch. This means you're likely overpaying for taxes, and there's money leaking out of your business that you can't see.

60% of small business owners say they don't feel confident in their own financial literacy, and studies on field productivity show owners and techs lose up to 35% of paid time to unbillable admin and busywork. That's a third of your work week lost to paperwork.

Here’s how one trades professional put it:

“Most guys I know do their 8 [hours], and then have to do the paperwork after, which... creates burnout.”

— r/electricians
A spouse working on the business books at the kitchen table at night

Your wife or husband probably cares about this business as much as you do. What they typically don't have: the time, training, or desire to actually be doing this after a full day with the kids or taking care of family matters.

Here’s what one business owner said about it:

“My wife does the books and she is as clueless as me.”

— r/Accounting

What that means for you: books that are inconsistent, deductions that get missed, and the most important relationship in your life carrying a lot of extra weight it just wasn't built to handle.

This doesn't mean your spouse is unfit for the job. It just means they could probably use some help to take the pressure off. We provide that help.

A CPA at a desk with tax forms and a calculator

CPAs are great at filing your taxes and keeping you compliant. What they typically don't do: track your books month to month, manage job costing, or catch errors before tax season hits.

What that means for you: uncollected accounts receivable, no visibility into which jobs, techs or trucks actually make money, and nasty surprises at tax time.

We're not here to replace your CPA. They're a vital member of your financial team. But a lot of their responsibility is about tax strategy and compliance. We do all the heavy lifting for them in the background, so they can stay focused on what they do best.

Here’s what one business owner summed up about the main value of having a CPA.

“Using a CPA is a risk mitigation strategy and usually worth it. The cost is relatively minor relative to the value of a 3rd party handling your returns.”

— r/smallbusiness, business owner
A bookkeeper at a laptop surrounded by receipt tapes and spreadsheets

Bookkeepers are awesome for data entry like matching receipts and deposits to bank statements. But there are a lot of important tasks they typically will not do for you, such as job costing, reconciling field software (like ServiceTitan or Housecall Pro), tracking 1099s, payroll, and accounts receivable in real time.

Also, if they're not home services specialists, they may miss some industry-specific items like tracking van inventory, windshield time, and the rest.

Here’s a bookkeeper, on a bookkeeping forum, describing what happens when they take on a trades client without being a specialist:

“The syncing issues, invoice errors, reconciling House Call Pro with QBO... made it a nightmare.”

— r/Bookkeeping
A shoebox overflowing with unsorted receipts on a work truck seat

If nobody's handling your books right now, you're in trouble. But the worst part is, you don't even know how much trouble you're in. And neither does anyone else. The IRS will find out eventually, and those unplugged money leaks popping up in every part of your business will bleed you dry.

If you're under $20K a month, you can probably get away with this for a while. Past that, it stops being a corner worth cutting. At $250K revenue, you're starting to hit real tax and legal exposure that could cause serious damage if not handled properly. Plus, the more money you make, the more closely you have to watch for leaks.

One small business owner described what happens when the IRS comes calling on unpaid tax debt:

“They will take your ASSETS... cars, homes, boats, licenses.”

— r/smallbusiness

How We Help Home Services Businesses

We work with business owners in any situation, regardless of who's doing your books right now. We fill in all the gaps, clean up all the reports, and give you a real-time snapshot of your financial health.

So you always know how much is coming in, how much is going out, and how much you get to keep.

  • Every business bank account reconciled, line by line, every month
  • Credit cards, fuel cards, and supply-house accounts reconciled to statement
  • Equipment loans, truck notes, and lines of credit tracked with principal and interest split correctly
  • A chart of accounts rebuilt for the trades instead of the generic default
  • Transactions categorized to real cost buckets: materials, subs, fuel, permits, warranty work
  • Books closed and delivered by the 10th of the following month
  • Job costing on every job: revenue, materials, labor, subs, and true gross margin
  • Profitability broken out by truck, so you can see which units carry the business
  • Profitability by crew and by technician
  • Revenue split by service line — service, install, maintenance agreements
  • Labor burden applied properly instead of raw hourly wage
  • Callback and warranty cost tracked against the original job
  • Accounts receivable aging refreshed and reviewed every week
  • Past-due invoices flagged before they cross 60 and 90 days
  • Customer deposits and progress billings tracked to the job
  • Payment application verified so nothing sits as an unapplied credit
  • Write-off recommendations on the invoices that are genuinely dead
  • Accounts payable tracked by vendor with due dates you can see ahead of time
  • Supply-house statements matched against invoices to catch double billing
  • Duplicate payment detection before money goes out the door
  • Subcontractor invoices matched to the jobs they belong to
  • Vendor credits and returns captured instead of quietly lost
  • Payroll reconciled against Gusto, ADP, Paychex, or whatever you run
  • Payroll tax liabilities tracked and confirmed as paid
  • Wages allocated to jobs so labor shows up in your job costing
  • PTO, bonuses, and commission runs recorded correctly
  • 1099 contractor tracking all year, plus W-9 collection and year-end 1099 prep
  • ServiceTitan, Housecall Pro, Jobber, or your platform synced and verified against the books
  • Payment processor activity reconciled — Stripe, Square, or your merchant account
  • Processing fees, chargebacks, and failed transactions caught and recorded
  • Financing and consumer-lender payouts matched to the originating jobs
  • Receipt capture set up so your crew can snap and forget
  • Monthly profit and loss in plain English
  • Balance sheet kept accurate, not just technically present
  • Cash-flow summary: what came in, what went out, what's left
  • Truck-level and job-level margin report
  • Budget-vs-actual once you want to run against a plan
  • A short written walkthrough of what changed and what to watch
  • A clean, tax-ready year-end file handed directly to your CPA
  • Supporting schedules for fixed assets, depreciation, and loans
  • 1099 filing package prepared and ready
  • Sales-tax and use-tax detail organized where it applies
  • We answer your CPA's questions directly so you're not the middleman
  • Historical months rebuilt and reconciled, however far back you need
  • Miscategorized transactions corrected across prior periods
  • Duplicate and phantom transactions removed
  • Missed deductions identified and recovered where possible
  • Prior-year books brought into agreement with filed returns
  • Flat pricing: $100 per truck for every month behind, $1,000 minimum
  • A degreed accountant assigned to your account by name
  • Direct phone and email access — not a ticket queue
  • A monthly check-in whenever you want one
  • Straight answers on what a number means and what to do about it
  • View-only access to your accounts, revocable at any time — we never move your money

Introducing CRISP: The Engine That Keeps Your Cash Flowing

Every business runs on 5 unglamorous jobs that touch money every single day. These are the tasks no business owner really wants to do, or just doesn't have time for. Ignore them and you'll be out of business quick.

We call this engine CRISP — an acronym for the 5 moving parts.

  • C

    Collections

    Over half of trade invoices get paid late, and once they cross 90 days, the odds of collecting drop by 50%. We make sure none of yours get that far unnoticed.

  • R

    Receipts

    We integrate with your payment processor to catch failed transactions and mis-attributed fees, so nothing slips through the cracks.

  • I

    Invoicing

    We verify every invoice in your field service platform like ServiceTitan or Housecall Pro so you always have an accurate picture of your accounts receivable.

  • S

    Suppliers

    Up-to-date reporting on what you owe suppliers and subs, so nobody gets paid late, and nobody accidentally gets paid twice.

  • P

    Payroll

    We integrate with your payroll processor like Gusto, ADP, or similar, to make sure all of your employees are paid correctly and on time.

CRISP can make or break any business, so we prioritize it for all of our clients, regardless of size.

It's All About Access

Clean books give you access to:

  • Your next truck

  • Your next office location

  • Capital for expansion

  • Your next hire

  • Credit for leverage

  • A higher valuation when you exit

3X Your Margin. 3X Your Profits.

The average home services business runs on a 5.8% net margin.

Shops with real-time, job-costed books run closer to 15% net margin.

On a $1M shop, that's an extra $74,000 a year — without changing anything about how the business operates.

What could you do with an extra $74,000 you didn't know you had?

“Stacks of cash in the bed of a work pickup truck”
```
Books By Truck

The Money Map

3 places to find undiscovered revenue already sitting in your trades business

Free. Takes 15 Seconds. No Email Required.

What's your annual revenue?
Your best estimate is fine. This stays between us.
$
← Back
Who currently handles your books?
← Back
How many active service trucks?
Plotting your Money Map...
Your Profit Delta
$--
Or $-- per truck per month
Total additional cash you could access this year with proper accounting
Your Margin Gap
$--
Or $-- per truck per month
Extra profits you could be pulling in with proper job costing and tracking
Your AR Gap
$--
Or $-- per truck per month
Unpaid tickets you could collect when invoices are monitored daily
Your Tax Gap
$--
Or $-- per truck per month
Missed deductions that could directly lower your IRS tax bill
Our service costs $--/month ($250 x -- trucks)
--X ROI Potential
For every $1 you pay us, that's $-- back in your pocket.
Or Book Your Free Savings Audit →

The numbers above are Books By Truck's own estimate, built on published industry studies. They're a starting point, not a guaranteed figure. Your free Savings Audit is where we look at your actual numbers.

Sources: Grand Valley State University, CFMA, Commercial Collection Agency Association, Resolve Pay, Jobber 2026 Home Service Trends Report, Forbes small business tax survey.
← Back to my results
Where should we send it?

You're all set.

Check your inbox. The full Money Map is on its way.

Book Your Free Savings Audit →
```

Are You Currently Behind on Your Books?

A stack of unopened envelopes beside a wall calendar with months crossed off

Congratulations, You're Normal.

78% of small business owners rate their own bookkeeping as average or poor.

Most owners we talk to are at least 6–12 months behind. That's either because whoever's doing the books can't keep up, or simply because it's never been the priority when there's a business to run.

So don't worry or feel bad about it. Now is the time to turn it around, and we make it as easy and affordable as possible. The best way to do that is with a Cleanup.

What Is a Cleanup?

A cleanup just means we go back through however many months you need and bring your books back up to current.

A lot of times, we find money you didn't know you had. Sometimes a cleanup turns up as much as $100,000 in additional savings and profits — tax savings, overpayments you can recover, missed accounts receivable, and fixable job-costing errors.

$100 Per Truck, Per Month Behind*

*$1,000 minimum.

Why Cleanups Matter

  • 93% of small businesses overpay their taxes in a given year.
  • Avoidable job-costing errors can eat over 70% of the owner's net profit.
  • The average small business carries $84,000 in unpaid invoices at any given time.

Our Cleanup Process Catches and Fixes All of These Issues.

Get Your Cleanup Quote
Home service business owner standing in front of his truck

You're Already Ahead.

78% of business owners rate their bookkeeping as average or poor, so you're ahead of most. Here's how to stay there: make sure your books are managed at the highest possible level.

Even when your books are current, an audit regularly turns up missed deductions, uncollected invoices, and job-costing errors that quietly cost you profit. Let's find out what's hiding in yours.

Book Your Free Audit

3 Simple Steps to Get Started

1

Step 1 — Survey

Answer some basic questions and we'll build your custom plan. Takes less than 10 minutes.

2

Step 2 — Save

We'll find money you didn't know you had, while you focus on running your business.

3

Step 3 — Scale

We'll keep the financial engine running so you can grow as fast as you want.

Takes about 2 minutes.

Who Should Use Books By Truck?

We work with home service businesses running 1 to 10 trucks. Over time, we've noticed three types of business owners we work best with. Maybe one of them feels like you.

Chuck with the Truck

1 Truck

Owner-operator + a helper

It's Chuck, his truck, and maybe a dispatcher or a helper who comes on jobs with him. He doesn't have a big crew yet — just him, a truck, a phone, and some hustle.

And Chuck is a threat to the bigger guys because he's nimble. Here's what a colleague had to say about this type of business owner:

“You're always going to get undercut by two guys in a truck and his wife does the books.”

— r/Construction

Chuck's books are wherever he left them last — a shoebox, a bank app, a login he hasn't opened in three weeks. What Chuck actually wants is simple: to rest easy knowing there's enough money in the bank every week, without having to think about it.

Stan with the Vans

2–4 trucks

A small crew running jobs

Stan's got a couple of work trucks on the road and at least one small crew — guys he trusts to run jobs without him looking over their shoulder. The books, though, are probably in someone else's hands, and they're starting to fall behind because the business is getting more complicated.

Feeling like Stan? Let’s make a plan ➔

Here's what another accountant mentioned about a trend they see with generalist bookkeepers:

“It is a regular occurrence for a new client to come my way solely because their last bookkeeper was an aloof prick or just non responsive.”

— r/Bookkeeping

That's the trap Stan's in — whoever's doing his books is getting harder to reach or keep up with, right as the business needs it most. What Stan actually needs is a complete picture of his company's finances, so he can make important decisions about next quarter and next year.

Pete with the Fleet

5+ trucks

Systems, volume, real overhead

Pete has an established business, probably around 5 trucks or more. He didn't get here by accident. He worked hard, grew the business carefully, and then got intentional — he built the systems he needed to keep pace with the growth. But with bigger volume and bigger systems, mistakes get magnified.

Do you rock with Pete? We should meet ➔

Here's what one small business owner had to say about the results of his unchecked rapid growth:

“Got behind on taxes... several hundred thousand dollars... took a long time to pay it back.”

— r/smallbusiness

At Pete's size, accounting errors could be extremely detrimental to his business. The money moving in and out has outgrown what any basic bookkeeper can track. He needs the same level of systems he set up to scale his business, but for his financial back end.

Whether you identify with Chuck, Stan, or Pete, they all have one thing in common: clean financial data and visibility are the keys to surviving and thriving in home services at any level.

We're Not for Everyone

If you've already got an in-house accounting department, you probably don't need us. And if you're only running a couple of jobs a month, with no employees and not much overhead, we're probably like bringing a bazooka to a knife fight. For everyone else, we should talk.

Full-service accounting, one flat fee.

Frequently Asked Questions

How does per-truck pricing work?

$250 per active truck. An active truck means a revenue-generating service or install vehicle with a technician assigned to it. Personal vehicles and spare trailers don't count.

Can I add or remove trucks as I go?

Yes. Add a truck, add $250. Remove one, remove $250. Simple.

Do you have long-term contracts?

No. Month to month. We earn your business every month. Cancel anytime.

How much money can this actually save me?

We can find up to $100,000 in some cases from missed deductions, uncollected invoices, and improper job costing. On your call, we'll give you a real, personalized estimate for your business.

Do you file my taxes?

No, but we become your CPA's best friend. We hand them everything they need so they can do their job properly, instead of digging through a ‘shoebox’ at tax time.

Will you tell me which trucks are making more money than others?

Yes. We'll show you exactly how each truck, each job, and each crew is performing, so you can make the best decisions for your business.

Can you help me get access to capital, leverage, or credit?

Yes, in two ways. First, clean books make it far easier for any lender to say yes, because they can better gauge their risk. Second, we can introduce you to trusted partners if you want some options.

Who's actually working on my books?

An accountant with a degree in accounting and years of experience is assigned to your account. If you ever have a question, you can speak directly with them as many times as you need.

Do you have access to my money?

No. We just have the basic ‘view-only’ access to your accounts you grant us so we can do our job. You can revoke this access at any time. We have no ability to make withdrawals or deposits on any of your accounts.

Can this replace my CPA, bookkeeper, or spouse?

We can handle pretty everything they currently do for you (except filing taxes). But if you trust who's handling your books now, keep them. We'll work with them and help them become even more effective. It's entirely up to you.

How hard is it to switch from my current CPA or bookkeeper?

About a 10-minute conversation and a few clicks on your computer. That's really it.

Know What's Coming In. Know What's Going Out. Know What's Left.

$250 a truck, whether you've got 1 or 10 — clear numbers, real decisions, no more guessing.

Get started for free in 2 minutes.

Bookkeeping built for owner-operators and small fleets. © 2026 Books By Truck.

Get Started

For home service businesses running 1 to 10 trucks

Clean Books for the Trades.
Just $250 a Truck.

Everything your business does with money, handled for one flat fee — plus an accountant you can ask for by name. Get started free in 2 minutes.

We take care of your books so you can expand your fleet.

  • Profit-focused full-service accounting
  • No contracts — cancel anytime
  • We never have access to your money

Start here

Who's Doing Your Books Right Now?

If you already have someone you trust taking care of the financial side of your business, we can help them be 10X more effective. Choose below to find out how.

CPAs are great at filing your taxes and keeping you compliant. What they typically don't do: track your books month to month, manage job costing, or catch errors before tax season hits.

What that means for you: uncollected accounts receivable, no visibility into which jobs, techs or trucks actually make money, and nasty surprises at tax time.

We're not here to replace your CPA. They're a vital member of your financial team. But a lot of their responsibility is about tax strategy and compliance. We do all the heavy lifting for them in the background, so they can stay focused on what they do best.

Here's what one business owner summed up about the main value of having a CPA.

“Using a CPA is a risk mitigation strategy and usually worth it. The cost is relatively minor relative to the value of a 3rd party handling your returns.”
— r/smallbusiness, business owner

Bookkeepers are awesome for data entry like matching receipts and deposits to bank statements. But there are a lot of important tasks they typically will not do for you, such as job costing, reconciling field software (like ServiceTitan or Housecall Pro), tracking 1099s, payroll, and accounts receivable in real time.

Also, if they're not home services specialists, they may miss some industry-specific items like tracking van inventory, windshield time, and the rest.

Here's a bookkeeper, on a bookkeeping forum, describing what happens when they take on a trades client without being a specialist:

“The syncing issues, invoice errors, reconciling House Call Pro with QBO... made it a nightmare.”
— r/Bookkeeping

Your wife or husband probably cares about this business as much as you do. What they typically don't have: the time, training, or desire to actually be doing this after a full day with the kids or taking care of family matters.

Here's what one business owner said about it:

“My wife does the books and she is as clueless as me.”
— r/Accounting

What that means for you: books that are inconsistent, deductions that get missed, and the most important relationship in your life carrying a lot of extra weight it just wasn't built to handle.

This doesn't mean your spouse is unfit for the job. It just means they could probably use some help to take the pressure off. We provide that help.

Your time is very valuable as a business owner. The more time you spend running jobs, managing crews, and growing the business, the better chance you have of success.

And that's impossible if you're spending precious hours every day doing data entry and checking bank statements. Especially if you have to do it after a full day of work because no one else is there to back you up.

And unless you've got an accounting degree, you're probably missing some easy wins that most trained professionals would catch. This means you're likely overpaying for taxes, and there's money leaking out of your business that you can't see.

60% of small business owners say they don't feel confident in their own financial literacy, and studies on field productivity show owners and techs lose up to 35% of paid time to unbillable admin and busywork. That's a third of your work week lost to paperwork.

Here's how one trades professional put it:

“Most guys I know do their 8 [hours], and then have to do the paperwork after, which... creates burnout.”
— r/electricians

If nobody's handling your books right now, you're in trouble. But the worst part is, you don't even know how much trouble you're in. And neither does anyone else. The IRS will find out eventually, and those unplugged money leaks popping up in every part of your business will bleed you dry.

If you're under $20K a month, you can probably get away with this for a while. Past that, it stops being a corner worth cutting. At $250K revenue, you're starting to hit real tax and legal exposure that could cause serious damage if not handled properly. Plus, the more money you make, the more closely you have to watch for leaks.

One small business owner described what happens when the IRS comes calling on unpaid tax debt:

“They will take your ASSETS... cars, homes, boats, licenses.”
— r/smallbusiness

The offer

How Books By Truck Steps In To Help

We work with business owners in any situation, regardless of who's doing your books right now. We fill in all the gaps, clean up all the reports, and give you a real-time snapshot of your financial health.

That way you always know how much is coming in, how much is going out, and how much you get to keep.

Monthly Close & Reconciliation

  • —Every business bank account reconciled, line by line, every month
  • —Credit cards, fuel cards, and supply-house accounts reconciled to statement
  • —Equipment loans, truck notes, and lines of credit tracked with principal and interest split correctly
  • —A chart of accounts rebuilt for the trades instead of the generic default
  • —Transactions categorized to real cost buckets: materials, subs, fuel, permits, warranty work
  • —Books closed and delivered by the 10th of the following month

Job & Truck Profitability

  • —Job costing on every job: revenue, materials, labor, subs, and true gross margin
  • —Profitability broken out by truck, so you can see which units carry the business
  • —Profitability by crew and by technician
  • —Revenue split by service line — service, install, maintenance agreements
  • —Labor burden applied properly instead of raw hourly wage
  • —Callback and warranty cost tracked against the original job

Receivables & Collections

  • —Accounts receivable aging refreshed and reviewed every week
  • —Past-due invoices flagged before they cross 60 and 90 days
  • —Customer deposits and progress billings tracked to the job
  • —Payment application verified so nothing sits as an unapplied credit
  • —Write-off recommendations on the invoices that are genuinely dead

Payables, Suppliers & Subs

  • —Accounts payable tracked by vendor with due dates you can see ahead of time
  • —Supply-house statements matched against invoices to catch double billing
  • —Duplicate payment detection before money goes out the door
  • —Subcontractor invoices matched to the jobs they belong to
  • —Vendor credits and returns captured instead of quietly lost

Payroll & Contractors

  • —Payroll reconciled against Gusto, ADP, Paychex, or whatever you run
  • —Payroll tax liabilities tracked and confirmed as paid
  • —Wages allocated to jobs so labor shows up in your job costing
  • —PTO, bonuses, and commission runs recorded correctly
  • —1099 contractor tracking all year, plus W-9 collection and year-end 1099 prep

Field Software & App Integrations

  • —ServiceTitan, Housecall Pro, Jobber, or your platform synced and verified against the books
  • —Payment processor activity reconciled — Stripe, Square, or your merchant account
  • —Processing fees, chargebacks, and failed transactions caught and recorded
  • —Financing and consumer-lender payouts matched to the originating jobs
  • —Receipt capture set up so your crew can snap and forget

Reporting You'll Actually Read

  • —Monthly profit and loss in plain English
  • —Balance sheet kept accurate, not just technically present
  • —Cash-flow summary: what came in, what went out, what's left
  • —Truck-level and job-level margin report
  • —Budget-vs-actual once you want to run against a plan
  • —A short written walkthrough of what changed and what to watch

Tax-Season Handoff to Your CPA

  • —A clean, tax-ready year-end file handed directly to your CPA
  • —Supporting schedules for fixed assets, depreciation, and loans
  • —1099 filing package prepared and ready
  • —Sales-tax and use-tax detail organized where it applies
  • —We answer your CPA's questions directly so you're not the middleman

Cleanup & Catch-Up

  • —Historical months rebuilt and reconciled, however far back you need
  • —Miscategorized transactions corrected across prior periods
  • —Duplicate and phantom transactions removed
  • —Missed deductions identified and recovered where possible
  • —Prior-year books brought into agreement with filed returns
  • —Flat pricing: $100 per truck for every month behind, $1,000 minimum

Your Human

  • —A degreed accountant assigned to your account by name
  • —Direct phone and email access — not a ticket queue
  • —A monthly check-in whenever you want one
  • —Straight answers on what a number means and what to do about it
  • —View-only access to your accounts, revocable at any time — we never move your money

The money machine

CRISP: The Engine That Keeps Cash Flowing Through Your Business

Every business runs on 5 unglamorous jobs that touch money every single day. These are the tasks no business owner really wants to do, or just doesn't have time for. Ignore them and you'll be out of business quick.

We call this engine CRISP — an acronym for the 5 moving parts.

  • C

    Collections

    Over half of trade invoices get paid late, and once they cross 90 days, the odds of collecting drop by 50%. We make sure none of yours get that far unnoticed.

  • R

    Receipts

    We integrate with your payment processor to catch failed transactions and mis-attributed fees, so nothing slips through the cracks.

  • I

    Invoicing

    We verify every invoice in your field service platform like ServiceTitan or Housecall Pro so you always have an accurate picture of your accounts receivable.

  • S

    Suppliers

    Up-to-date reporting on what you owe suppliers and subs, so nobody gets paid late, and nobody accidentally gets paid twice.

  • P

    Payroll

    We integrate with your payroll processor like Gusto, ADP, or similar, to make sure all of your employees are paid correctly and on time.

CRISP can make or break any business, so we prioritize it for all of our clients, regardless of size.

Access

The Importance of Clean Books

It's all about access. Access to:

  • Your next truck
  • Your next hire
  • Your next office location
  • Credit for leverage
  • Capital for expansion
  • A higher valuation when you exit

The average home services business runs on a 5.8% net margin. Shops with real-time, job-costed books run closer to 15% net margin.

On a $1M shop, that's an extra $74,000 a year without changing anything at all about how the business operates.

What could you do with an extra $74,000 you didn't know you had?

Run the numbers

Your Price, Before You Ever Call Us.

Move the sliders. No form, no "let's schedule a complexity call" — this is the same math we'd do on the phone.

Trucks on the road 3 trucks
Months behind on books 6 mo

Your monthly

$750/mo

3 × $250. Add a truck, add $250.

One-time cleanup

$1,800

A fractional CFO

$2,500–$5,000/mo

Plus a five-figure onboarding fee.

Get Started — $250 a Truck

If you're behind

Behind on Your Books? Congratulations, You're Normal.

Are you currently behind on your books?

Congratulations, you're in the top 20% of businesses.

78% of small business owners rate their own bookkeeping as average or poor.

Here's what you can do to stay ahead: make sure your books are professionally managed at the highest possible level. We can definitely help you with that.

Congratulations, you're normal.

78% of small business owners rate their own bookkeeping as average or poor.

Most owners we talk to are at least 6–12 months behind. That's either because whoever's doing the books can't keep up, or simply because it's never been the priority when there's a business to run.

So don't worry or feel bad about it. You're literally in the same boat as 4 out of 5 business owners. But now is the time to turn it around, and we're here to make it as easy and affordable as possible. The best way to do that is with a Cleanup.

What Is a Cleanup?

A cleanup just means we go back through however many months you need and bring your books back up to current.

A lot of times, we find money you didn't know you had. Sometimes a cleanup turns up as much as $100,000 in additional savings and profits — tax savings, overpayments you can recover, missed accounts receivable, and fixable job-costing errors.

Cleanup pricing

$100 per truck, per month behind

$1,000 minimum. We keep cleanup pricing just as simple as our regular pricing — flat, quoted upfront, no percentage of revenue.

Why Cleanups Matter

  • 93% of small businesses overpay their taxes in a given year.
  • Avoidable job-costing errors can eat over 70% of the owner's net profit.
  • The average small business carries $84,000 in unpaid invoices at any given time.

The Cleanup catches and fixes all of this.

How it works

3 Simple Steps to Get Started

Step 1 — Survey

Answer some basic questions and we'll build your custom plan. Takes less than 10 minutes.

Step 2 — Save

We'll find money you didn't know you had, while you focus on running your business.

Step 3 — Scale

We'll keep the financial engine running so you can grow as fast as you want.

Who this is for

Who Should Use Books By Truck?

We work with home service businesses running 1 to 10 trucks. Over time, we've noticed three types of business owners we work best with. Maybe one of them feels like you.

Chuck with the Truck

It's Chuck, his truck, and maybe a dispatcher or a helper who comes on jobs with him. He doesn't have a big crew yet — just him, a truck, a phone, and some hustle.

And Chuck is a threat to the bigger guys because he's nimble. Here's what a colleague had to say about this type of business owner:

“You're always going to get undercut by two guys in a truck and his wife does the books.”
— r/Construction

Chuck's books are wherever he left them last — a shoebox, a bank app, a login he hasn't opened in three weeks. What Chuck actually wants is simple: to rest easy knowing there's enough money in the bank every week, without having to think about it.

Stan with the Vans

Stan's got a couple of work trucks on the road and at least one small crew — guys he trusts to run jobs without him looking over their shoulder. The books, though, are probably in someone else's hands, and they're starting to fall behind because the business is getting more complicated.

Here's what another accountant mentioned about a trend they see with generalist bookkeepers:

“It is a regular occurrence for a new client to come my way solely because their last bookkeeper was an aloof prick or just non responsive.”
— r/Bookkeeping

That's the trap Stan's in — whoever's doing his books is getting harder to reach or keep up with, right as the business needs it most. What Stan actually needs is a complete picture of his company's finances, so he can make important decisions about next quarter and next year.

Pete with the Fleet

Pete has an established business, probably around 5 trucks or more. He didn't get here by accident. He worked hard, grew the business carefully, and then got intentional — he built the systems he needed to keep pace with the growth. But with bigger volume and bigger systems, mistakes get magnified.

Here's what one small business owner had to say about the results of his unchecked rapid growth:

“Got behind on taxes... several hundred thousand dollars... took a long time to pay it back.”
— r/smallbusiness

At Pete's size, accounting errors could be extremely detrimental to his business. The money moving in and out has outgrown what any basic bookkeeper can track. He needs the same level of systems he set up to scale his business, but for his financial back end.

Whether you identify more with Chuck, Stan, or Pete, they all have one thing in common: clean financial data and visibility are the absolute keys to surviving and thriving for home services businesses at every level.

But we're not for everybody. If you've already got an in-house accounting department, you probably don't need us. And if you're only running a couple of jobs a month, with no employees and not much overhead, we're probably like bringing a bazooka to a knife fight. For everyone else, we should talk.

Get Started for Free

Full-service accounting, one flat fee.

FAQ

Questions Owners Actually Ask

$250 per active truck. An active truck means a revenue-generating service or install vehicle with a technician assigned to it. Personal vehicles and spare trailers don't count.
Yes. Add a truck, add $250. Remove one, remove $250. Simple.
No. Month to month. We earn your business every month. Cancel anytime.
We can find up to $100,000 in some cases from missed deductions, uncollected invoices, and improper job costing. On your call, we'll give you a real, personalized estimate for your business.
No, but we become your CPA's best friend. We hand them everything they need so they can do their job properly, instead of digging through a shoebox at tax time.
Yes. We'll show you exactly how each truck, each job, and each crew is performing, so you can make the best decisions for your business.
Yes, in two ways. First, clean books make it far easier for any lender to say yes, because they can better gauge their risk. Second, we can introduce you to trusted partners if you want some options.
An accountant with a degree in accounting and years of experience is assigned to your account. If you ever have a question, you can speak directly with them as many times as you need.
No. We just have the basic view-only access to your accounts you grant us so we can do our job. You can revoke this access at any time. We have no ability to make withdrawals or deposits on any of your accounts.
We can handle pretty much everything they currently do for you (except filing taxes). But if you trust who's handling your books now, keep them. We'll work with them and help them become even more effective. It's entirely up to you.
About a 10-minute conversation and a few clicks on your computer. That's really it.

Know What's Coming In. Know What's Going Out. Know What's Left.

$250 a truck, whether you've got 1 or 10 — clear numbers, real decisions, no more guessing.

Get Started for Free

Get started for free in 2 minutes.