Home Services Bookkeeping and Accounting

Keep your cool with expert support

As your home services business grows, QuickBooks can scale with you. Whether you specialize in HVAC, plumbing, electrical, roofing, or beyond, Out of the Box Technology (OOTB) can help you onboard and streamline workflows. As a QuickBooks Solutions Provider (QSP), we also offer ongoing industry-specific bookkeeping services to keep your operations running smoothly.

Get Started
outsourcing of bookkeeping

Home Services accounting experts, at your service

From basic bookkeeping to complex QuickBooks integrations, we know it inside and out—and can help your home services business leverage its full potential. HVAC, plumbing, electrical, roofing—whatever your specialty, tens of thousands of clients trust Out of the Box Technology (OOTB) as their go-to QuickBooks partner.

  • 30 years of experience
  • 50,000+ satisfied clients
  • Personalized QuickBooks support
  • Industry and local experts—no offshoring
  • Accurate and secure
  • Powerful reporting and insights platform

OOTB’s Home Services Bookkeeping Offering

Features made for Home Service businesses
QuickBooks includes tools designed for the Home Services industry, such as inventory management, payroll services, and cloud-based accounting software to simplify financial processes.
Home Services accounting expertise
After 30 years and hundreds of clients in the Home Services industry, we understand your business nuances and have deep QuickBooks experience for any need.
Specialized solutions
Beyond general bookkeeping, we cater our accounting services to your needs—from payroll services to data expertise.

Make your QuickBooks work for you.

Tailored Home Services Solutions with Expert Bookkeeping

Monthly bookkeeping
We can support your business with ongoing bookkeeping services. Our experts have experience in the Home Services industry and understand the important nuances.
Build your QuickBooks ecosystem
We’ll help integrate industry-specific third-party applications for efficient operations.
Be tax-season-ready
You’ll feel secure knowing your business's books and financial records will be fully prepared when it comes time to file your taxes.
Manage Job Costs & Inventory
Track job costs and inventory in real time. Use job costing to monitor labor and expenses by project. Mobile barcode scanning, inventory valuation summaries, and assembly shortage reports.
Track Time & Contractors
Improve labor cost control with built-in time tracking. QuickBooks lets you track hours and contractor work by job for accurate job costing.
Streamlined Payments
Get paid faster. Accept cards via QuickBooks mobile reader, send invoices and receipts instantly, and collect customer signatures on the go. Payments go straight to your bank.

How it works

1. Expert consultation

Let's start with a conversation. Our team will assess your unique needs to determine the right bookkeeping solutions and accounting services for your goals.

2. Account setup

We set up QuickBooks Online for new HVAC businesses and ensure a hassle-free transition for established companies switching to our bookkeeping services.

3. Real-time bookkeeping Services

Your dedicated bookkeeper gets to work right away. They will provide real-time financial updates, ongoing support, and expert advice to guide your business decisions.

4. Strong financial guidance

We provide tax-ready financial records and detailed reports to help HVAC businesses manage cash flow, accounts receivable, and overall financial management.

Smarter Books. Stronger Business.

estimated-tax-payments
Estimated Tax Payments Q2 Deadline: Who Needs to Pay & How to Avoid Penalties

For self-employed individuals, freelancers, gig workers, and small business owners, paying taxes isn’t just a once-a-year event. If you expect to owe $1,000 or more in federal taxes, the IRS likely expects you to pay estimated tax payments each quarter — and the Q2 estimated tax deadline is June 15. In this guide, we’ll explain…

Read More
Netsuite Migration to QuickBooks: Step-by-Step Guide

If your business is considering a move from Oracle NetSuite to QuickBooks, you’re not alone. While NetSuite is a powerful ERP platform, many growing businesses eventually find that it may be more complex—and costly—than they need. Whether you’re downsizing, simplifying your accounting systems, or seeking a more cost-effective solution, a NetSuite migration to QuickBooks can…

Read More
tax-implications
Tax Implications of Selling a Business: What Every Owner Should Know

Selling a business can be one of the most profitable — and complex — decisions a small business owner makes. But before you celebrate a big payday, it’s essential to understand the tax implications of selling a business. From capital gains taxes to depreciation recapture and how goodwill is treated, the way your sale is…

Read More
microsoft--dynamics-migration
Microsoft Dynamics Migration to QuickBooks: Step-by-Step Guide

For many growing businesses, Microsoft Dynamics (including Dynamics GP, NAV, or Business Central) offers robust ERP features. But as your organization evolves, you may find that the platform becomes too complex or costly for your current needs. That’s when a Microsoft Dynamics migration to QuickBooks becomes an attractive option. In this guide, we’ll explore when…

Read More
Xero Migration to QuickBooks: Step-by-Step Guide

Cloud-based accounting platforms like Xero and QuickBooks Online are popular among small and mid-sized businesses looking for accessible, user-friendly financial tools. But if you’ve outgrown Xero or found it doesn’t meet your evolving needs, a Xero migration to QuickBooks might be your next smart move. Whether it’s due to feature limitations, compatibility with third-party apps,…

Read More

What our clients say

Carolina Contreras

CEO/Founder of Miss Rizos

Doing payroll on QuickBooks Online and QuickBooks Payroll has saved me so much time, because it is very intuitive and easy to use.

Joy Terrell

owner of Powder Beauty Co.

I wish that we had started with QuickBooks the moment we started the business. We would have been on a much better footing.

Scott Klein

owner of JKL Concepts

QuickBooks just simplifies things, like getting reports into my account and paying sales tax.

Leslie J

Finance Manager, Graywolf Press

One big value is going into an audit with reliable data. Another is the time-savings in terms of audit prep. There’s no more pulling data from disparate places. We now can filter and pull reports based on tags. Throw in the immense peace of mind that comes with knowing data is clean for an audit and the value just keeps going up.

Robert C

CFO, Sacramento Zoo

When everyone has access to current data, it facilitates conversations around budget and what people need. Good data is driving good conversations.

Take bookkeeping off your plate

Fill in the form to get started today.

Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
  • Choose the topic you want to talk about
  • Monthly Bookkeeping
  • Clean Up Accounting
  • Training & Consulting
  • Franchise
  • Data Services
  • QuickBooks Products
  • Other
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!
Field is required!

A la carte Services

Go beyond HVAC bookkeeping

Clean-up accounting
If the books for your HVAC business have been neglected or need cleaning up, we can relieve the stress and provide a strong foundation for future success. 
QuickBooks setup, training and consulting
Whether setting up a new QuickBooks account, super-charging your existing one, or training/consulting you and your team for maximum success, our experts provide thorough, hands-on guidance for maximum impact.
Data analysis & recovery
Is your file acting up? Our experts can uncover and fix the issue. Need to transition accounting platforms or upgrade your QuickBooks? We can facilitate seamless (and painless) data transitions.

Join the thousands of customers who trust Out of the Box, every single month