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All Posts | Contractors | Agencies

Retainer vs. Project Revenue: How to Track Both in QuickBooks
Agencies Jesse Garcia 5/11/26 Agencies Jesse Garcia 5/11/26

Retainer vs. Project Revenue: How to Track Both in QuickBooks

Most agencies track retainer and project revenue as one line. That hides everything that matters. Here's how to track both correctly in QuickBooks Online.

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HVAC Job Costing in QuickBooks Online
Contractors Jesse Garcia 5/11/26 Contractors Jesse Garcia 5/11/26

HVAC Job Costing in QuickBooks Online

A practical walkthrough of HVAC job costing in QuickBooks Online. From projects setup to material tracking, labor allocation, and the reports that show gross profit per job.

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Why Your Agency P&L Is Lying to You
Agencies Jesse Garcia 5/4/26 Agencies Jesse Garcia 5/4/26

Why Your Agency P&L Is Lying to You

Most agency P&Ls hide the numbers that matter. Here's how generic structure and blended costs distort your picture, and what a real agency P&L should show.

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How to Choose a Bookkeeper for Your HVAC Business
Contractors Jesse Garcia 5/4/26 Contractors Jesse Garcia 5/4/26

How to Choose a Bookkeeper for Your HVAC Business

A practical checklist for HVAC contractors hiring a bookkeeper. What to look for, what to avoid, and the questions that separate generalists from specialists.

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Roofing Bookkeeping: What to Track and Why
Contractors Jesse Garcia 4/30/26 Contractors Jesse Garcia 4/30/26

Roofing Bookkeeping: What to Track and Why

What roofing contractors need to know about bookkeeping. From job costing for tear-offs and new installs to tracking material waste, crew labor, and the financial patterns that make or break a roofing business.

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How to Build Your Agency Chart of Accounts in QuickBooks Online
Agencies Jesse Garcia 4/30/26 Agencies Jesse Garcia 4/30/26

How to Build Your Agency Chart of Accounts in QuickBooks Online

The default QuickBooks chart of accounts wasn't built for agencies. Here's how to rebuild yours so AGI, delivery margin, and operating margin are visible every month.

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How to Handle Client Ad Spend in Your Agency P&L
Agencies Jesse Garcia 4/27/26 Agencies Jesse Garcia 4/27/26

How to Handle Client Ad Spend in Your Agency P&L

Most agencies treat client ad spend as agency revenue. That mistake makes your books bigger, your margins look wrong, and your business harder to run. Here's how to handle it the right way.

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Bookkeeping for Marketing Agencies: What You Need to Know
Agencies Jesse Garcia 4/27/26 Agencies Jesse Garcia 4/27/26

Bookkeeping for Marketing Agencies: What You Need to Know

Most agency bookkeeping is set up like a generic small business, and that's why your P&L is lying to you. Here's what it should actually look like.

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Electrical Contractor Bookkeeping: What to Track and Why
Contractors Jesse Garcia 4/26/26 Contractors Jesse Garcia 4/26/26

Electrical Contractor Bookkeeping: What to Track and Why

What electrical contractors need to know about bookkeeping. From job costing for service and install work to tracking labor by job, managing material costs, and making sure your books tell you which side of the business is actually profitable.

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Plumbing Bookkeeping: What to Track and Why
Contractors Jesse Garcia 4/21/26 Contractors Jesse Garcia 4/21/26

Plumbing Bookkeeping: What to Track and Why

What plumbing contractors need to know about bookkeeping. From job costing for service and install work to managing parts inventory, recurring maintenance revenue, and the financial patterns that make or break a plumbing business.

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Pest Control Bookkeeping: What to Track and Why
Contractors Jesse Garcia 4/12/26 Contractors Jesse Garcia 4/12/26

Pest Control Bookkeeping: What to Track and Why

What pest control business owners need to know about bookkeeping. From chemical cost tracking and route profitability to recurring revenue management.

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How to Set Up Your Chart of Accounts as a Contractor
Contractors Jesse Garcia 4/5/26 Contractors Jesse Garcia 4/5/26

How to Set Up Your Chart of Accounts as a Contractor

The default QuickBooks chart of accounts isn't built for contractors. Here's how to structure yours so your P&L actually helps you run your business.

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Bookkeeping for Landscaping Companies: A Practical Guide
Contractors Jesse Garcia 3/30/26 Contractors Jesse Garcia 3/30/26

Bookkeeping for Landscaping Companies: A Practical Guide

What landscaping business owners need to know about bookkeeping, from job costing and seasonal cash flow to building a chart of accounts that helps you run your business.

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Why Your Contractor P&L Is Lying to You
Contractors Jesse Garcia 3/22/26 Contractors Jesse Garcia 3/22/26

Why Your Contractor P&L Is Lying to You

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HVAC Bookkeeping: What Every HVAC Contractor Needs to Know
Contractors Jesse Garcia 3/13/26 Contractors Jesse Garcia 3/13/26

HVAC Bookkeeping: What Every HVAC Contractor Needs to Know

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How to Track Job Costs in QuickBooks Online
Contractors Jesse Garcia 3/4/26 Contractors Jesse Garcia 3/4/26

How to Track Job Costs in QuickBooks Online

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Bookkeeping for Contractors: What You Need to Know
Contractors Jesse Garcia 2/28/26 Contractors Jesse Garcia 2/28/26

Bookkeeping for Contractors: What You Need to Know

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Take the guesswork out of your finances with clear bookkeeping and strategic financial reporting.

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