Real Simple Finance is the premier accounting and financial consulting firm for home services businesses — HVAC, plumbing, electrical, and the contractors who run them. We keep your books clean, your reporting sharp, and your financials in the hands of a CPA who actually knows your industry.
Every engagement draws from our core practice areas — applied with the depth your specific situation demands. Whether you need clean monthly books or a financial partner at the table, we scale to fit.
Accurate, timely books are the foundation of every sound business decision. We manage your chart of accounts, categorize transactions, reconcile bank and credit card accounts, and close the books every month — on time, every time.
Beyond the numbers. We deliver period-over-period comparisons, margin analysis, and variance explanations that tell you what's actually happening in your business — and why it matters for the decisions ahead.
Stay current and stay in control. We manage vendor bill entry, payment scheduling, customer invoicing, and collections follow-up so your cash flow stays visible and your vendor relationships stay intact.
Multi-state operations require multi-state precision. We track sales tax obligations across jurisdictions — California CDTFA and Arizona TPT included — flag potential use tax exposures, and ensure you remit correctly.
Using QuickBooks or planning a transition? We configure your accounting environment from the ground up or clean up what's been inherited — so your tools work the way your business actually operates.
When you need more than a bookkeeper but aren't ready for a full-time CFO, we step in. Strategic cash flow planning, budget-to-actual analysis, lender prep, and decision support for the choices that move the needle.
Home services is our specialty — but the right fit depends on where you are, what you're building, and whether you're ready to use your financials as a tool, not just a record.
You're running crews, managing inventory, and chasing receivables — all at once. We build the accounting infrastructure that keeps up with your job cycle, your material costs, and your multi-location complexity. This is what we do best.
You've outgrown spreadsheets and part-time help. We build the reporting and close processes that scale with your revenue, your team, and the complexity that comes with expanding into new markets or service lines.
You built something real — now you need a financial partner who understands what's at stake. Clean books, reliable reporting, and a CPA on your side who speaks your language, not the language of corporate finance.
Reporting deadlines don't move. We integrate quickly, speak the language of fund-level reporting, and give your deal team the visibility they need — without the staffing risk or the learning curve.
We start by understanding your business: entity structure, transaction volume, current tools, pain points, and what clean books actually need to look like for you specifically.
We review your existing books — or build from scratch if needed. We identify gaps, inconsistencies, and compliance exposures before they become problems.
We configure your chart of accounts, set your close calendar, build your reporting templates, and document your procedures so the system is repeatable — not person-dependent.
Monthly close begins. Reports go out. Questions get answered. You run your business — we run the numbers.
Tell us what you're navigating. We'll tell you whether and how we can help — and if we're not the right fit, we won't waste your time.