Your HVAC, plumbing, or electrical company is doing real revenue—but the bank account never matches. The problem isn't your work. It's that your accountant was never built for the trades.
The Problem
Somewhere between $1M and $5M, nearly every trades owner hits the same wall. Revenue is climbing, the schedule is packed, and somehow profit still feels razor-thin.
It's not because you're bad at business. It's because your accounting setup wasn't built for a company where jobs overlap, labor fluctuates, materials spike, and cash timing is everything.
"I used to get three different profit numbers depending on which report I ran. Seneca fixed our ServiceTitan sync and showed me we were losing $3,000 a month in unbilled materials."
Sound familiar?
Why It Happens
Most accountants treat your trade business like a retail shop. They record what happened last month, file a return once a year, and call it done.
In the trades, that's not accounting. It's expensive scorekeeping.
If your accountant doesn't understand how field software connects to your financials, can't calculate a fully loaded labor burden, or doesn't know how to track job-level profitability in real time, then they aren't just costing you money. They're a bottleneck on your growth.
What Seneca Does
Clean, trades-specific books that connect your field software to your financials. What you see in QuickBooks finally matches reality.
Every hour, every part, every gallon of fuel mapped to the specific job. Know exactly which service lines are profitable and which ones are bleeding margin.
Most trades owners dramatically underprice because they don't know their real labor cost. We calculate the full burden—taxes, insurance, workers comp, benefits—so every bid is bulletproof.
Most firms do your taxes. We plan them. We look ahead, build a strategy, and keep you from writing checks you didn't see coming.
Your Financial Command Center
Every Seneca client gets access to a real-time financial dashboard designed specifically for the way trades businesses operate. No more digging through spreadsheets or waiting for your accountant to return a call.
Open it on your phone before a meeting. Pull it up in the truck between jobs. Your numbers are always current, always clear, and always yours.
See actual profit by month, quarter, and YTD updated as transactions flow in.
Rolling 30/60/90-day view so you always know what's coming before it gets here.
Profitability broken down by job type, service line, and crew so you know where to double down.
What We Look For
Every time we sit down with a new trades client, we look for the same four profit leaks (the ones that generalist almost always accountants miss).
Is your field software actually talking to your bookkeeping program, or is profitable job data disappearing between dispatch and your P&L?
Are your material markups keeping pace with today's costs? Most aren't, and the shortfall comes straight out of margin on every single job.
Are you capturing windshield time, shop runs, and warehouse pulls? How much are you paying for hours that never get billed to a job?
Revenue showing on paper while real cash sits locked in unbilled Work in Progress, making the business look healthier than it is.
Free Consultation
Email us to schedule a conversation with one of our trades accounting specialists. We'll review your current setup, identify the biggest opportunities, and give you a straight answer on whether Seneca is the right fit.
No forms to fill out. No automated funnel. Just a real conversation with someone who understands the trades.
Email Us to Schedule →For Oregon trades and home service contractors doing $500K+ in annual revenue.
I used to get three different profit numbers depending on which report I ran. Seneca fixed our ServiceTitan sync and showed me we were losing $3,000 a month in unbilled materials. They didn't just "do my taxes." They fixed my business.
— Owner, Portland HVAC & Cooling Firm
Is This You?
We're the right fit if you're running a real operation with crews, subs, trucks, schedules, payroll, and you're tired of fuzzy numbers and reactive decisions.
Already have a bookkeeper?
Ask yourself: does your bookkeeper have the specialized trades expertise to catch what they don't know to look for? Is bookkeeping truly a full-time role at your company—not more, not less? And do you want to be the one managing and reviewing their work? If you're handling it yourself, consider what an extra 10–15 hours a week spent running your business instead of your books would actually be worth.
What does "control" actually look like?
The Outcome
We handle the numbers—and help you use them to grow.
Monthly Clarity
Real profit last month. Not a range, not a guess. You know what you made, what it cost, and what's yours to keep.
Cash Visibility
A rolling 90-day forecast so you're never blindsided by payroll, a slow season, or an equipment purchase.
Growth Confidence
Know which service lines to push harder, which crews to invest in, and when the numbers say it's time to hire.
One Call. Real Answers.
Email us to schedule a conversation with one of our trades accounting specialists. We'll look at your setup, show you where the opportunities are, and give you a straight answer on whether we're the right fit.
Email Us to Schedule a Consultation →No fluff. No pressure. Just a real conversation about your numbers.
Portland, OR · Beaverton, OR
