Bookkeeping for Plumbers

Grow Smarter

Stop Guessing Where Your Money Went

With accurate books and real financial insights, you’ll finally know what’s working, what’s not, and what to do next.

If you’re running a busy plumbing business, chances are your books are the last thing you want to think about. But if your numbers are behind, unclear, or flat-out wrong, it’s not just a hassle; it’s a liability.

Your cash flow suffers. You overpay taxes. You make decisions based on gut instinct, not data.

We work with plumbers like you to get the books right so you can grow with confidence.

Common Issues We Fix for Plumbing Businesses

  • Bookkeeping that’s months behind or full of errors
  • Can’t track which services or clients are actually making you money
  • Dreading tax season because nothing’s organized
  • Feeling stuck in the day-to-day with no clear financial picture
  • Project margins that look good on paper, but don’t show up in the bank account

How Our Plumbing Bookkeeping Works

  1. We clean up your books and set up a proper chart of accounts. So your labor, materials, subs, and overhead are clearly tracked.
  2. We close your books on time, every month. No more scrambling or surprises.
  3. We provide clean, useful financial reports. You’ll know your real margin per job, cash in the bank, and how your business is trending.
  4. We track the metrics that matter. Like breakeven and materials, labor, and advertising as a percent (%) of revenue so you can make informed decisions.

Built for Trades Like Yours

You’re not running a tech startup or a retail store; you’re running trucks, managing crews, buying parts, and quoting jobs. Your financial setup should reflect that.

At PlotPath, we’ve worked with plumbing businesses, HVAC contractors, and service-based teams across the country. We understand the flow of your business and build our services to support it.

Bookkeeping

Accurate. Timely. Structured.

We maintain clean, reliable financial records so you always know where your business stands. Proper categorization, reconciliations, and reporting ensure your numbers are accurate and decision-ready every month.

Back Office Support

Operational Financial Infrastructure

We strengthen the systems behind your books, including reporting workflows, oversight processes, and internal financial coordination. Your back office runs smoothly so leadership can focus on growth.

CFO Advisory

Strategic Financial Leadership

We translate financial data into strategy. Cash flow forecasting, margin analysis, pricing guidance, and scenario planning give you forward-looking clarity without hiring a full-time CFO.

hvac bookkeeping cfo

Your Outsource CFO Team

Eric Weynand CEO

Eric Weynand

CEO

Gary Beebe PlotPath CFO

Gary Beebe

CFO

Craig Trupo PlotPath CFO

Craig Trupo

CFO

Rachel Armentor, CPA Financial Controller

Rachel Armentor

CPA Financial Controller

Let's figure out your baseline

Built for Business Owners Who Want Control

PlotPath was created for operators who are tired of guessing at their numbers. We believe financial clarity is not optional at scale. Clean books, structured back office systems, and strategic CFO guidance are the foundation of profitable growth.

But before any of that works, you need an honest baseline. The assessment gives you a clear snapshot of where your financial foundation actually stands today.

We Follow Best Practices

We use simple, proven financial systems that keep your books clean, your cash predictable, and your business protected.