Contractor roots. Bookkeeper precision.
Plymouth Financial is the a la carte back office for roofing and home service companies doing $1M to $5M a year. Books, job costing, payroll, insurance collections, bill pay. Founder-run. Based in Virginia, working with contractors across the US.
Why roofing and HVAC only
The founder came out of the roofing industry, not an accounting firm. Trades books are different. Insurance jobs pay in pieces. Sub labor and commissions eat margin fast. A truck bought in March wrecks March if it is booked wrong. A general bookkeeper who also does restaurants and dentists does not know that. We do only this, so the chart of accounts, the job costing, and the monthly report are already built for how your company runs.
Why the Money Map
Most owners do not need a pitch. They need to see their own numbers laid out plainly. The Money Map is how we start every relationship. We go into the file, find what was lost, what can still be collected, and what can be cut, and put it on one page with the first move. If the map is useful, most owners ask us to keep going.
What we do not do
Taxes. We are not CPAs and we do not act like it. We keep the books clean so your CPA can file fast. If you need a CPA who works with contractors, ask and we will point you to one.
How we work
- QuickBooks Online. We work inside AccuLynx, JobNimbus, ServiceTitan, and Housecall Pro.
- Flat monthly price by transaction count. One-page agreement. Month to month.
- Books closed by the 15th. Biweekly check-ins to start, monthly once things are steady.
- Founder does the review on every file. A trained bookkeeper does the daily coding.