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.
Bookkeeping Services Disclaimers
Effective Date: September 3, 2026
Summer Shade Bookkeeping provides professional bookkeeping services designed to help business owners maintain accurate, organized, and up-to-date financial records.
Our role is to maintain your bookkeeping records, reconcile your accounts, and provide month-end financial reports based on the information and documentation available to us. Our services are intended to give you reliable financial information you can use to better understand your business.
Bookkeeping Services Are Not Tax or Legal Services
Summer Shade Bookkeeping does not provide tax preparation, tax planning, tax advice, legal advice, investment advice, financial planning, auditing, or other professional services outside the scope of the bookkeeping services we have agreed to provide.
Information presented on this website is for general informational purposes and should not be considered tax, legal, investment, or financial advice.
For matters requiring specialized professional advice, you should consult an appropriately qualified tax professional, attorney, financial adviser, or other licensed professional.
Accuracy of Client Information
Our bookkeeping work is based on the financial information, records, documentation, and account access provided by you or available through authorized financial accounts and systems.
You are responsible for providing complete, accurate, and timely information and for reviewing your financial records and reports.
We are not responsible for errors, omissions, or delays resulting from information that is incomplete, inaccurate, outdated, or not provided to us in a timely manner.
Financial Reports and Business Decisions
Our bookkeeping services provide financial information and reports to help you understand what is happening in your business.
Those reports are not a substitute for professional tax, legal, investment, or financial-planning advice.
You remain responsible for your business decisions, including decisions regarding spending, hiring, pricing, financing, taxes, investments, and other financial matters.
Tax-Related Information
Your bookkeeping records and financial reports may be used by you or your tax professional in preparing tax returns and making tax-related decisions.
Summer Shade Bookkeeping does not prepare tax returns or provide tax advice unless specifically stated in a separate written agreement with the client.
We do not guarantee any particular tax treatment, deduction, credit, tax liability, tax savings, or tax outcome.
No Guarantee of Business Results
Accurate bookkeeping can give you better information about your business, but bookkeeping itself does not guarantee profitability, business growth, financing approval, tax savings, or any other particular business result.
Website Information
Information provided on the Summer Shade Bookkeeping website is intended for general informational purposes.
Service descriptions, pricing, educational content, and other information may be updated or changed as our business develops.
Nothing on this website creates a client relationship or constitutes individualized professional advice.
Contact Us
If you have questions about our bookkeeping services or whether a particular service falls within our scope, please contact us:
Summer Shade Bookkeeping
Email: janet@summershadebookkeeping.com
Phone: 502-688-9743