ServiceTitan · QuickBooks Online · HVAC · Plumbing · Electrical
ServiceTitan is busy. Are your books telling the same story?
ServiceTitan runs the trucks. QuickBooks Online holds the books. When deposits and job costs do not match, you price blind. Rektio is the monthly bookkeeping and controller team for HVAC, plumbing and electrical shops on ServiceTitan with QBO. A team of 2-3 closes the month. A U.S.-based account manager reviews it first. From $1,500 a month.
✓ QuickBooks Online first ✓ Team of 2-3 ✓ From $1,500/month
Why do ServiceTitan shops end up with messy books?
Short answer: ServiceTitan runs jobs and collections. QuickBooks Online is the accounting record. Card fees, financing payouts, batch dates and payroll timing make the two look different unless someone ties them out every month.
Owners tell us the same pain: deposits do not match the bank, job margins look great until labor and parts land later, and month-end takes forever. We keep the books in QuickBooks Online so you can price and plan from numbers you trust.
What does the Rektio team do each month?
Short answer: the same team of 2-3 people handles bookkeeping and controller work every month.
- Record and sort every transaction in QuickBooks Online
- Match deposits, card payouts and financing payments to the books
- Track costs by job and by department
- Review payroll against timesheets
- Reconcile bank and credit card accounts
- Close the books every month
- A U.S.-based account manager reviews the work before you see it
- Send plain-English monthly reports
CFO planning and tax help are optional add-ons. We are not selling ServiceTitan setup, certification or a stand-alone software project.
Payroll, cards and bills
Most ServiceTitan shops run payroll through a partner like Inova (UKG Ready) and pay for fuel and bills with cards like Coast. Those tools save time, but the numbers still have to land right in QuickBooks Online and tie back to your job costs. We make sure they do.
How does an in-house hire compare to the Rektio team?
Short answer: one hire gives you one person. We give you a team that covers more than one role.
| In-house hire | Rektio team | |
|---|---|---|
| Who you get | One person | A team of 2-3 |
| Skills covered | Usually one: bookkeeping or controller | Bookkeeping plus controller work; CFO help as an add-on |
| ServiceTitan + QBO tie-out | Depends on that one person | Built into the monthly close |
| Who checks the work | Often no one | A U.S.-based account manager reviews it before you see it |
| If someone is out or quits | Work stops | The team keeps going |
| Cost | Salary, benefits, taxes, software and training | One monthly fee, from $1,500 |
What does it cost?
Monthly service starts at $1,500 a month. Your price depends on transaction volume, entities and how much controller help you need. We tell you the price before we start. Tax help and fractional CFO work are add-ons. Month-to-month with 30 days notice. See current pricing notes on Services and Pricing.
Who is this page for?
Short answer: home-services owners who already run ServiceTitan with QuickBooks Online, or who are ready to move monthly books to QBO.
- HVAC, plumbing and electrical companies doing about $1M-$15M a year
- Owners who cannot tell which jobs or crews make money
- Shops where deposits, payroll or job costs never quite tie
- Owners who want a team instead of one fragile hire
Related reading: Home Services accounting, For-profit companies, Bookkeeper vs controller vs CFO, Should I hire a CFO?.
Who are we not a fit for?
- You need an audit or other assurance work. We do not do that.
- You only want taxes done. Tax help is an add-on to monthly bookkeeping.
- You want a one-time project with no monthly work after.
- You need ServiceTitan software setup, training or an official partner engagement. That is not what we sell.
- You are shopping only for the lowest price.
Straight answers
What does the team do each month?
We keep QuickBooks Online current: categorize transactions, match deposits and card payouts, reconcile banks and cards, track costs by job and department, close the month and send plain-English reports. A U.S.-based account manager reviews the work before you see it.
Can you help if we are still on QuickBooks Desktop?
Monthly service runs in QuickBooks Online. If you are still on Desktop, we can help you plan the move to Online as part of getting started with monthly work. We do not sell a stand-alone software migration project.
What if payroll and timesheets do not match?
That mismatch is common in field shops. We review payroll against timesheets as part of the monthly close so labor cost by job is not a guess.
Do you work with Inova payroll and Coast cards?
Yes. We make sure payroll journals and card and bill activity land correctly in QuickBooks Online and tie to your job costs.
What if my books are behind?
If your books are behind when you start, we almost always build catch-up into the onboarding fee or handle it as a special project for new monthly clients. We do not take catch-up work on its own.
Are you a CPA firm? Do you do taxes or audits?
No. Rektio Accounting is a bookkeeping and controller team. We do not do audits or other assurance work. Tax help is an optional add-on for monthly clients only.
Ready for books that match the trucks?
Book a call. We will look at where your books are and tell you straight if we are a fit.
