ServiceTitan & QuickBooks Financial Systems

ServiceTitan and QuickBooks should work together as one financial system. When the setup is off, invoices double-post, payments do not match, job costs land in the wrong place, and owners lose trust in the reports.

We help HVAC and service businesses:

• Clean up the ServiceTitan to QuickBooks sync

• Fix double-posted invoices and payment mismatches

• Reconcile job costs between systems

• Organize pricebook items, categories, COGS, and materials

• Build reporting that shows real job profitability

• Turn cleaner data into cash-flow planning, tax-ready books, internal controls, and CFO-level decisions

Cleanup is where we often start. A stronger financial system is the goal.

  • We focus on HVAC, plumbing, electrical, and other blue-collar service businesses. Our experience comes directly from working with trades professionals and understanding how field service operations flow into financial systems.

  • Our monthly service typically includes:

    • Categorizing transactions

    • Reconciling bank and credit card accounts

    • Managing A/R & A/P

    • Monthly financial statements

    • Cash flow snapshots

    • Job costing support

    • Monthly review call (optional)

  • Cleanup fees vary by how many months are behind and how messy the books are. Most HVAC shops fall between $1,000–$2,500, depending on complexity. Multi-year cleanups may cost more.