Accurate Month-End Closes and Reliable Financial Reporting
Bookkeeping Services for Plumbing Contractors
PHG Advisory provides bookkeeping support for plumbing contractors that need accurate financials, cleaner reporting, and better visibility into business performance. We help keep books organized, improve cash flow visibility, and strengthen financial processes that support day-to-day operations and long-term growth.
Schedule a Financial Consultation
Testimonials
“PHG has transformed our bookkeeping by turning it into a tool used to monitor and steer the business. Instead of only using Quickbooks for tax filing, we now have the visibility and confidence in the numbers to uncover new opportunities and best position Amped for future growth. Outside of visibility and insightful financial reviews, PHG has assisted with the developing the compensation structure of our sales team, budget development, quoting best practices etc.. They have been great partners.”
Trey Flake
Amped Security
“PHG has completely transformed the financial side of our roofing company in Florida. With multiple locations, we struggled with our finances until we started working with them. Their fractional CFO services have been incredibly valuable, offering strategic insights and financial leadership without the need for a full-time CFO.”
Ryan McPherson
Quality Roofing
“PHG cleaned up my books and took over the day to day bookkeeping / financial management, so I could focus on running the business. Their support provided more visibility into the financial performance of my business than I have had in years. They are a key part of my business and always available to help.”
Donald Young
Central Florida Garage
“I engaged PHG’s Fractional CFO group to organize my financials and data in preparation for a potential sale. Their team expertly positioned my business to maximize its value. When the time was right, PHG’s Buyside M&A Team connected me with an excellent partner and secured a fantastic deal, saving me from paying a sell-side broker fee. PHG provided guidance and support from start to finish, and I would strongly recommend that any strategic-minded business owner consider speaking with them.”
Chad Hale
Hale’s Roofing
Plumbing Contractors We Work With
We support residential and commercial plumbing contractors of different sizes, from smaller owner-operated shops to growing teams and more established companies. This includes businesses handling service calls, drain and sewer work, fixture and water heater installations, repipes, leak repairs, and plumbing work for commercial properties. Some are more service-focused, while others handle a mix of service and installation work.
Financial Challenges We Help Plumbing Contractors Solve
We help solve common bookkeeping and reporting issues that can make the business harder to manage and harder to grow, including:
- Messy or outdated books
- Delayed month-end closes
- Inconsistent financial reporting
- Limited cash flow visibility
- Weak visibility into job profitability
- Backlogged transaction processing
- Reconciliation issues across accounts
- Financials that are not organized for CPA or lender needs
What Makes Us Different
No Lock-In Periods
Cancel anytime. We earn your trust month after month.
Flat Monthly Pricing
No hourly billing. No hidden fees. Predictable costs from day one.
Fast Response Times
You’ll always hear back within 24 hours. Guaranteed.
Timely Financials
Books are closed by the 15th of every month. No delays.
Senior-Level Strategy
Our team brings Big Firm and private equity experience without the full-time cost.
Exit-Ready Books
When the time comes to sell, bring in partners, or raise capital, your books will be ready.
Our Process
Discovery Call
Let’s get to know your business, your challenges, and how we can help.
Grant Access to Books
We securely connect to your financial systems with read-only access so we can complete your Financial Health Assessment.
FHA Call
We walk through your Financial Health Assessment together and highlight key insights.
Send FHA Deck
You receive a clear, actionable breakdown of your financial position and opportunities.
Send LOI
We send a Letter of Intent outlining the scope, services, and next steps.
Internal Kickoff
Our team aligns behind the scenes to prepare for a seamless onboarding.
Partnership Kickoff
We meet with you to align goals, timelines, and expectations for success.
Finalize Project Plan
Together, we lock in a clear, customized roadmap tailored to your business needs.
Start Implementation
We roll up our sleeves and get to work optimizing your finances from day one.
What We Offer
| Scope of Work | Bookkeeping |
|---|---|
| Historical Quickbooks Cleanup | ✓ |
| Industry Specific Chart of Accounts | ✓ |
| Accrual Accounting Implementation | ✓ |
| Transaction Processing (AP / AR / Payroll / Bill Entry) | ✓ |
| Account Reconciliations | ✓ |
| Month End Close Management | ✓ |
| Basic Financial Statements | ✓ |
| Coordinate with CPA for Tax Prep | ✓ |
Case Studies
FAQs
Do you work with different types of plumbing companies?
What bookkeeping platform do you work with?
Can you help if our books are behind or need cleanup?
How do you coordinate with our CPA for tax prep?
Do you offer bookkeeping services nationwide?
Do you offer flexible pricing or hourly billing?
Ready for Clean, Reliable Financials Every Month?
We help plumbing contractors keep their books accurate and up to date with timely closes, reconciliations, transaction processing, and reliable reporting without the cost of building an in-house accounting team.