With my experience auditing HVAC, plumbing, contractors, and trade small businesses while working as a Revenue Agent at the IRS, I have a unique understanding of the challenges and struggles they experience when it comes to their books & taxes.

Because of my experience & expertise, I address specific tax & accounting pain points experienced by HVAC, contractor, and trade business owners, including:

Proper recording and categorization of materials & job costs to accurately track Cost of Goods Sold & gross margin.

Proper recording, capitalization, and depreciation of tools, equipment, machinery, and business vehicles.

Timely and accurate reconciliation of Point-of-Sale (POS) and Customer Resource Management (CRM) system reports with accounting records.

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