Know if the job made money. Not just if the month did.
Flat Fee Bookkeeping for plumbing, HVAC, and electrical contractors. Same fixed monthly retainer, same AI-coded + reviewed close — plus job costing and payroll built for trades, not generic small business.
Profit per jobJob costing + payrollClean close every cycleProfit per job, job costing and payroll, the same reviewer on every close.
What we do each month
Five steps, every cycle. The fifth is the trades one.
Sync, code, reconcile, deliver — then cost: every job tagged, every margin visible, every crew counted. Same day each month, same reviewer, same QBO-Xero-Wave- FreshBooks-Sage-Zoho file your team already runs.
Reviewed · job-by-job
Sync
Every account pulls into the platform you already run
Bank, credit, and payment feeds come in through a live connector to QBO, Xero, Wave, FreshBooks, Sage, or Zoho. Nothing sits in a third-party silo, nothing waits on a CSV import.
Code
Every transaction coded against your chart of accounts
AI proposes a match from your own historical patterns; anything ambiguous is held for a manual review — never guessed, never posted silently.
Reconcile
Bank, card, and payment feeds reconciled — anomalies flagged with a note
Cleared transactions matched against the ledger; duplicates, omissions, and unusual merchants surface as plain-English notes attached to the entry.
Deliver
Books are closed on the same day each cycle
Variance report written for the reader who has to defend the numbers — your CPA, a lender, a buyer. One-page summary emailed when it’s done.
Cost
Every transaction is tagged to a job, not just a category
Your monthly close shows profit per project — labor, materials, and margin — not just profit per month. So you know if the job made money, not just if the month did.
The + Trades Package
A trades layer on top of your flat retainer.
Job costing, payroll, and a job-cost dashboard — bolted onto whatever Basic / Plus / Comprehensive tier you’re already on. The trades package is the add-on; the base retainer is what you’re already paying.
Closed by the 5th
Books closed, reconciled, and delivered by the 5th — else that month’s fee is waived.
Scope: on this engagement only. Books closed by the 5th of the month, or that month’s flat fee is waived. Doesn’t extend to other clients or other service pages.
Stacks on any tier below. Per-platform ServiceTitan / Housecall Pro / Jobber integration is quoted separately.
from $150/month
(placeholder — final price TBD)
- Job costing by project — labor, materials, margin per job
- Payroll processing (biweekly or weekly)
- Job-cost dashboard updated each cycle
- Free 1099 prep at year-end on the Comprehensive tier; paid add-on otherwise
- Trades software integration (ServiceTitan, Housecall Pro, Jobber) quoted per platform
Stackable on Basic / Plus / Comprehensive. Per-platform ServiceTitan / Housecall Pro / Jobber integration quoted separately.
Request + Trades PackageTrades pricing
Three tiers, picked around your shop.
The flat retainer is set in writing before any work begins, and it does not creep up because reconciliation took a beat or a job needed re-costing. You see the price, you see the included scope, and we answer any pre-signing question in writing.
Trades Package +$150/mo stacks on any tier · placeholder price, TBD
See the home pricing · no-migration promise, every tier
- Basic
For a sole proprietor running one truck who needs a clean monthly close and not much else.
from $350/month
- Up to 2 linked accounts
- Up to 150 transactions / month
- AI coding + clean monthly close
- Work happens entirely inside the tools you already run
- One short email Q&A per month
- PlusMost picked
For a trades business with multiple accounts, a small crew, or steady vendor flow.
from $650/month
- Up to 6 linked accounts
- Up to 750 transactions / month
- Bank-feed reconciliation + anomaly flagging
- Monthly review call inside the file you use
- Vendor & 1099 readiness check
- Comprehensive
For multi-crew contractors who need controller-level oversight without hiring one internally.
from $1,250/month
- Unlimited accounts (within reason)
- Up to 2,500 transactions / month
- Mid-month check-in + end-of-month close
- Cash-flow forecast refresh + year-end handoff
- Quarterly strategy hour
Compatibility
Works inside the software you already run.
Live connectors for the platforms small businesses — and trades shops — actually use. No new login, no parallel ledger, no second source of truth.
6 platforms · 0 migrations
QuickBooks Online
Xero
Wave
FreshBooks
Sage
Zoho Books
No-migration promise
Your software is the source of truth. We connect in.
The trades package doesn’t move you off the platform you already run. Whether your shop sits on QBO, Xero, Wave, FreshBooks, Sage, or Zoho, the file stays put — and the job-costing, payroll, and bookkeeping layers are added on top.
Nothing to migrate.
We connect into the QBO / Xero / Wave / FreshBooks / Sage / Zoho file you already run, as a firm user. No data export/import, no parallel ledger to reconcile against, no chart-of-accounts rewrite — your file stays the source of truth.
Nothing to relearn.
Your foreman and office manager keep the workflow they know. The monthly review call happens inside the same file, and the reviewer is the same person who closed your last cycle. A new crew member ramps in days, not weeks.
Job costing, not job guessing.
Every job gets labor, materials, and margin attached as the month closes — not reconstructed from a spreadsheet after the fact. If a job went red, you know before the month closes, not at year-end.
Trades FAQ
Four trades questions, answered plainly.
The questions plumbing, HVAC, and electrical owners actually ask before they sign — job costing, payroll, back-filling history, and trades software integration. If yours isn’t here, write to us; replies come from a person, not a queue.
Ask a trades questionGet a trades quote
Send the four answers + your trades — get a flat number back.
Tell us what kind of trades business it is, what software you run, roughly how many jobs and transactions a month move through it, and a desired start month. We come back within one business day with a flat tier, the + Trades Package add-on, and a one-page scope you can sign.
flat-fee-bookkeeping@polsia.app · replied to within one business day