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.
Cookie Policy
Effective Date: September 4, 2026
Summer Shade Bookkeeping respects your privacy and is committed to being transparent about how information is collected and used when you visit our website.
This Cookie Policy explains what cookies are, how cookies and similar technologies may be used on the Summer Shade Bookkeeping website, and the choices available to you.
What Are Cookies?
Cookies are small files or pieces of information that are stored on your computer, tablet, smartphone, or other device when you visit a website. Cookies can help websites function properly, remember certain preferences, understand how visitors use a website, and improve the overall user experience.
Cookies may be temporary and deleted when you close your browser, or they may remain on your device for a longer period of time until they expire or are deleted.
How Summer Shade Bookkeeping Uses Cookies
Summer Shade Bookkeeping's website is hosted on Wix. Wix and certain technologies or services used through the website may use cookies and similar technologies for purposes such as:
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Helping the website function properly
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Maintaining website security
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Remembering visitor preferences
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Understanding how visitors interact with the website
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Measuring website performance and traffic
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Improving website functionality and user experience
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Supporting features and services available through the website
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Some cookies are necessary for the website to operate and cannot be disabled through the website's cookie settings. Other cookies, such as analytics or marketing cookies, may be considered non-essential.
Wix explains that essential cookies are necessary for certain website functions, while non-essential cookies can include cookies used for analytics or personalized advertising.
Essential Cookies
Essential cookies help the website operate properly. They may be used for functions such as security, navigation, and basic website functionality.
Because these cookies are necessary for the website to function, they generally cannot be disabled through the website's cookie consent settings.
Analytics and Performance Cookies
If enabled on this website, analytics cookies may collect information about how visitors use the website, such as which pages are visited, how visitors navigate the site, and general website activity.
This information may be used to understand website traffic and improve the website's content, functionality, and user experience.
For example, Wix Analytics may use cookies to measure website visitors and sessions. If a cookie banner is enabled, Wix states that analytics data will not be collected until the visitor provides the applicable consent.
Third-Party Cookies and Services
Some features or services incorporated into the website may be provided by third parties. These third-party services may use their own cookies or similar tracking technologies.
Third-party services may include analytics, social media, embedded content, marketing tools, or other website functionality that may be added to the website from time to time.
The privacy and cookie practices of those third parties are governed by their own policies. Summer Shade Bookkeeping does not control the privacy practices of third-party providers.
Wix also notes that third-party applications and services may have their own cookie and tracking practices that are separate from Wix's own privacy practices.
Your Cookie Choices
Where required or appropriate, Summer Shade Bookkeeping may provide a cookie consent banner that allows you to choose whether to accept certain non-essential cookies.
Depending on the available settings, you may be able to accept all cookies, decline non-essential cookies, or select certain categories of cookies.
If you choose not to allow certain cookies, some website features or services may not function as intended.
Wix's current cookie consent system allows visitors to accept all cookie categories or manage categories such as functional, analytics, and marketing cookies.
You can also manage or delete cookies through the settings of your internet browser. Most browsers allow you to control cookies through their privacy or security settings.
Changes to Your Cookie Preferences
If a cookie consent banner or privacy settings tool is available on our website, you may use it to review or change your cookie preferences.
Where applicable, you may also withdraw consent for non-essential cookies through the available privacy settings.
Wix provides a privacy trigger that can allow visitors to revisit and change their cookie preferences after making an initial selection.
Changes to This Cookie Policy
We may update this Cookie Policy from time to time to reflect changes to our website, the technologies we use, applicable requirements, or our business practices.
When this policy is updated, the revised Effective Date will appear at the top of this page.
We encourage you to review this Cookie Policy periodically so you remain informed about how cookies and similar technologies may be used on our website.
Contact Us
If you have questions about this Cookie Policy or how information is collected through our website, please contact:
Summer Shade Bookkeeping
Janet Spaulding, Owner
Email: janet@summershadebookkeeping.com