HVAC-Exclusive — Louisiana & Wisconsin

The Bookkeeper Built for
HVAC Contractors

Job costing by truck and tech. Xero set up right. A 90-day cash flow forecast before slow season hits. Starting at $300/mo, no contracts.

✔ Xero Certified Advisor ✔ Former HVAC Field Pro ✔ No Contracts ✔ Louisiana & Wisconsin ✔ ServiceTitan & Jobber Integration

Does Any of This Sound Familiar?

These are the exact problems HVAC owners call us about.

⚠ "Revenue is up but cash is tight"

You’re busier than ever but the bank account doesn’t reflect it. Job costing usually reveals why.

⚠ "I don’t know which jobs make money"

Service calls, installs, maintenance contracts — do you know which type has the best margin? Most owners don’t.

⚠ "Slow season always catches me off guard"

Louisiana summers are profitable. Wisconsin winters are busy. But the shoulder months? That’s where cash gets tight without a plan.

⚠ "My bookkeeper doesn’t understand HVAC"

Generic bookkeepers don’t know seasonal costing, equipment depreciation, or what a maintenance contract actually costs to deliver.

⚠ "Tax season is always a scramble"

Hunting down receipts, cleaning up the books in April, scrambling to pull 1099s for subs — this shouldn’t happen every year.

⚠ "One truck might be losing money"

Without tracking by truck or technician, one underperforming asset can quietly erase the profit from three good ones.

What We Do

HVAC Bookkeeping Services That
Actually Mean Something

Every service is built around how HVAC businesses work — not adapted from a generic accounting template.

Monthly Bookkeeping

Clean, reconciled books in Xero every month with a plain-English summary — not just numbers dropped in your inbox.

  • ✔  Bank & credit card reconciliation
  • ✔  Monthly P&L and balance sheet
  • ✔  Tax-ready records year-round
  • ✔  Catch-up bookkeeping available

Job Costing by Truck & Tech

See profit margin for every truck, technician, and job type. Know what’s making money and what’s not.

  • ✔  Revenue tracked by job type
  • ✔  Cost allocation by truck or tech
  • ✔  Service vs. install margin comparison
  • ✔  Maintenance contract profitability

90-Day Cash Flow Forecast

Know what your cash position will look like in 90 days before slow season arrives — not after.

  • ✔  Base / Best / Worst scenarios
  • ✔  Seasonal demand modeling
  • ✔  Equipment purchase planning
  • ✔  Updated monthly from Xero data

Xero Setup & Integration

Chart of accounts built for HVAC, bank feeds connected, and ServiceTitan or Jobber synced from day one.

  • ✔  HVAC-specific chart of accounts
  • ✔  ServiceTitan / Jobber integration
  • ✔  QuickBooks migration handled
  • ✔  Owner & staff training included

1099 & Subcontractor Tracking

We track sub payments in Xero all year so 1099-NEC forms are ready in January without the scramble.

  • ✔  Year-round sub payment tracking
  • ✔  1099-NEC preparation
  • ✔  W-9 collection reminders
  • ✔  IRS compliance maintained

Looker Studio Dashboard

A live financial dashboard updated from Xero showing KPIs, margins, and cash position at a glance.

  • ✔  Real-time KPI overview
  • ✔  Revenue vs. prior period
  • ✔  Truck & tech performance
  • ✔  Bookmarked URL, always current
The Difference

911 Bookkeepers vs. a Generic Bookkeeper

Most bookkeepers handle HVAC as an afterthought. We built our entire practice around it.

Feature 911 Bookkeepers LLC Generic Bookkeeper
HVAC-specific chart of accounts✔ Built for trades✕ Generic setup
Job costing by truck & technician✔ Included✕ Not offered
Seasonal cash flow forecasting✔ 90-day, 3 scenarios✕ Not offered
ServiceTitan / Jobber integration✔ Setup included✕ Rarely available
Xero Certified Advisor on staff✔ Yes✕ Usually QuickBooks only
Owner with field HVAC experience✔ Jeremy is former HVAC✕ No
Month-to-month, no contracts✔ Always✕ Often annual contracts
1099 subcontractor management✔ Year-round tracking✕ January scramble
Same-day response to questions✔ Yes✕ Days or weeks

What HVAC Contractors Say

Real results from trades business owners in Louisiana and Wisconsin.

★★★★★

“Before 911 Bookkeepers I had no idea which jobs were profitable. Now I see margin by truck every month. Found out one tech was costing me money on every call — fixed it in 60 days.”

— HVAC contractor, Baton Rouge, LA
★★★★★

“Jeremy set up Xero to connect with our ServiceTitan. Everything flows automatically now. The cash flow forecast alone was worth the monthly fee — we knew about a December crunch back in September.”

— HVAC owner, Milwaukee, WI
★★★★★

“Finally a bookkeeper who doesn’t need me to explain what a maintenance agreement is. Tax season was the first time in 8 years I wasn’t scrambling. Books were done in November.”

— HVAC & plumbing contractor, Lafayette, LA
Transparent Pricing

Simple Monthly Plans — No Contracts

Pick the plan that fits where your business is right now. Change any time.

Starter
$300
/month

Solo operators and small crews getting books under control.

  • ✔  Monthly bookkeeping in Xero
  • ✔  Bank & credit card reconciliation
  • ✔  Monthly P&L + balance sheet
  • ✔  Tax-ready year-end records
  • ✔  Email support
Book a Free Checkup
Full-Service
$1,250
/month

Established contractors running $1M+ who need complete financial management.

  • ✔  Everything in Growth
  • ✔  Payroll reconciliation
  • ✔  CPA-ready year-end package
  • ✔  1099 contractor tracking
  • ✔  Quarterly strategy call
  • ✔  Dedicated bookkeeper
Book a Free Checkup

All plans month-to-month. No setup fees. No contracts. Call (225) 274-6576 for a custom quote.

Service Area

HVAC Bookkeeper Serving
Louisiana & Wisconsin

Based in Baton Rouge. All bookkeeping done remotely via Xero — geography is never a barrier.

📍 Louisiana HVAC Contractors

✔  Baton Rouge✔  New Orleans ✔  Lafayette✔  Shreveport ✔  Lake Charles✔  Hammond
Louisiana HVAC bookkeeping →

📍 Wisconsin HVAC Contractors

✔  Milwaukee✔  Madison ✔  Green Bay✔  Appleton ✔  Racine✔  Kenosha
Wisconsin HVAC bookkeeping →
FAQ

Common Questions About
HVAC Bookkeeping

Plans start at $300/mo for solo operators. The Growth plan at $750/mo adds job costing and cash flow dashboards. Full-Service at $1,250/mo covers complex operations needing payroll reconciliation and dedicated support. All plans are month-to-month — no contracts.
Job costing tracks revenue and expenses at the individual job level — by truck, technician, or job type (service call, install, maintenance contract). It shows which work is actually profitable. Most HVAC owners discover one truck or service type is quietly eating margin until they start tracking it.
Yes. We integrate Xero with ServiceTitan, Jobber, and Housecall Pro so invoices and payments sync automatically. We set up and test the integration during onboarding — no double entry on your end.
We build a 90-day cash flow forecast with Base, Best, and Worst scenarios from your Xero data. For Louisiana contractors, we model the summer peak and the December–February slow period. For Wisconsin, we plan around the heating-season spike and the two shoulder periods.
We serve trades contractors only — no restaurants, retail, or generic LLCs. Owner Jeremy Brewer is a former HVAC field professional and Xero Certified Advisor. He built the practice specifically because HVAC owners were getting generic bookkeeping that didn’t address job costing, seasonal cash flow, or equipment depreciation.
Yes. We track subcontractor payments throughout the year in Xero and prepare 1099-NEC forms at tax time so you stay compliant without a January scramble.
Most HVAC clients are fully onboarded within 1–2 weeks: Xero setup, bank feeds, chart of accounts, field software integration, and a kickoff call. If there’s catch-up work on prior-period books, we give you a timeline estimate on the assessment call.
Our primary markets are Louisiana and Wisconsin. We occasionally take clients in other states if they’re HVAC contractors and a strong fit. Call us at (225) 274-6576 and we’ll be straight with you.

Ready to Know Your Numbers?

Book a free 30-minute checkup. We look at your books and tell you exactly what’s going on — no pitch, no pressure.

Or text us at (225) 274-6576  •  911bookkeepers@gmail.com