Summer Shade Bookkeeping
Bookkeeping for Plumbing, HVAC, and Electrical Contractors
Accurately categorized transactions, reconciled accounts, and timely monthly financials, plus a short video overview that helps you understand your numbers and your business.
When was the last time you knew — really knew — which jobs made you money and which ones quietly cost you?
If someone asked you today which service lines are the most profitable and keep your lights on, could you answer from your numbers? Or would you have to guess?
Maybe your books are months behind. Or maybe they are current because you spend your evenings and weekends doing them yourself. Either way, you started this business because you are great at the trade — not because you love QuickBooks. And the hours you give the books are hours you will never get back.
Your trucks are rolling. Your techs are busy. But when it comes to the numbers — pricing the next bid, deciding whether to hire, figuring out what is actually paying off — too many owners are working half-blind. And every April, the behind ones hand their CPA a mess and pay CPA rates for bookkeeping work.
I take that entire burden off your plate. I am an Advanced QuickBooks ProAdvisor who only works with home service trades (Plumbing, HVAC, and Electrical Contractors). I clean up backlogs, bring books fully current, and keep them that way every month.
You get transaction categorization, reconciliations of each of your accounts, and on-time reports that show exactly which service lines make money — plus a short plain-English video, so you always understand what your numbers mean without decoding a spreadsheet. Your field software — Housecall Pro, ServiceTitan, Jobber, or whatever software your company uses — syncs right into QuickBooks, and I make sure every dollar lands where it belongs.
I have sat in your chair. I built and ran a company with 27 employees, so I know what it costs when you cannot trust your numbers. And I speak your language.
Here is what I do not do: Payroll, Taxes, AP/AR, or Inventory. I do one thing — I give you books you can make confident decisions from. I limit my practice to 20–30 clients, so I know your business inside and out.
Whether your books are behind or you are just done doing them yourself, let us take an honest look together. I work virtually with shops anywhere in the United States.
Email me at
janet@summershadebookkeeping.com, and we will schedule a free consultation at a time that works for both of us.
Summer Shade Bookkeeping — www.summershadebookkeeping.com
Know Your Numbers. Know Your Business. Grow with Confidence.
Accessibility Statement
Effective Date: September 3, 2026
Summer Shade Bookkeeping is committed to making our website accessible and easy to use for as many people as reasonably possible. We want every visitor to be able to access information about our bookkeeping services and contact us without unnecessary barriers.
We strive to provide a clear, straightforward website experience and are continually working to improve its accessibility and usability.
Our Commitment
We work to incorporate accessibility-minded practices throughout our website, including:
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Clear and readable content
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Logical organization and headings
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Descriptive links and buttons
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Alternative text for images where appropriate
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Readable typography and contrast
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Keyboard accessibility where supported by our website platform
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Accessible ways to contact us
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Our website is hosted through Wix, and some accessibility features are provided through the Wix platform. We recognize that accessibility is an ongoing process and will continue to review our website and make reasonable improvements as technology and accessibility practices evolve.
If You Have Difficulty Accessing Our Website
If you experience difficulty accessing any information or functionality on the Summer Shade Bookkeeping website, please let us know.
We will make reasonable efforts to assist you and, when reasonably possible, provide the information you are seeking through an alternative method.
Summer Shade Bookkeeping
Email: janet@summershadebookkeeping.com
Phone: 502-688-9743
We appreciate you bringing accessibility concerns to our attention and will make a reasonable effort to address them.