Quick Fit Check

• $1-8M annual revenue
• 3+ years of consistent operations
• Mix of scheduled projects, maintenance plans, and emergency calls
• Runs multiple trucks or crews and buys or leases heavy equipment

Why Plumbing Businesses Choose HavenStone

• Cash-flow forecasting that accounts for seasonality and urgent calls
• Equipment and vehicle write-offs using depreciation timing intentionally
• Payroll and 1099 compliance for multi-crew and multi-state operations
• Quarterly tax strategy that flexes with variable income
• Cleaner monthly reporting across service work, remodel jobs, and maintenance plans

Core Services

• Monthly bookkeeping and cleaner monthly financials
• Cleaner organization of service, project, and maintenance-plan activity
• Quarterly and annual tax planning and preparation
• Entity and compensation optimization
• Guidance on big equipment purchases and fleet expansion

Where Better Books Help Most

• Emergency, service, replacement, and project revenue kept cleaner when those lines are already tracked
• Truck stock and parts purchases recorded more consistently for cash planning
• Water heater, sewer, and remodel work easier to separate from routine service activity
• Payroll and subcontracted labor organized more cleanly by month
• Large equipment timing for jetters, trenchers, sewer cameras, and fleet upgrades

Results You Can Expect

• Cleaner books that make crews, job types, and service lines easier to review
• Better tax planning around fleet growth, owner compensation, and large equipment purchases
• More confidence in pricing maintenance work, emergency calls, and remodel projects
• Fewer surprises when quarterly taxes hit during slower months

Common Mistakes We Fix

1. Recording emergency and routine work inconsistently and making the books harder to read
2. Missing deductions on trucks, tools, and parts purchases
3. Misclassifying technicians as 1099 contractors
4. Overpaying estimated taxes during slow months
5. Waiting until year-end for depreciation planning

What to Expect in Month One

• Diagnostic review of chart of accounts, payroll, and vendor setup
• Cash-flow map that anticipates seasonal swings and big purchases
• Tax plan with 3-5 prioritized, dollar-linked moves
• Compliance sweep covering 1099s, payroll taxes, and multi-state filings

Built for Shops with Mixed Revenue Streams

Plumbing businesses rarely run on one type of work. Service calls, maintenance memberships, remodel jobs, replacement work, and emergency dispatch all hit the books differently. We keep the accounting organized so those lines are easier to review, cash is easier to manage, and tax moves can happen before profit gets trapped in the wrong places.

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