Book a Profit Strategy Call
Home Services Contractors ($1M–$10M)

In 30 days, your business runs on real numbers.

We wire your field software into QuickBooks, rebuild your books around how a trades business actually runs, and set up reporting that shows what every job, truck, and service line makes you. One project, and the system is yours.

You built the business. We help you keep more of what it makes.

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20 minutes. No pitch deck. We'll tell you what it would take.

The Problem

You're on Jobber, Housecall Pro, or ServiceTitan. The jobs are getting done. Revenue's fine. But ask yourself: which truck makes you the most money? Which service line actually pays? What's your real margin after the office, the trucks, the insurance, and your own pay come out?

If you can't answer those cold, you're guessing. The software won't tell you, because it was built to schedule work, not to show you profit. And your books sit in QuickBooks, disconnected from the field, telling a story nobody reads until tax time.

The two systems have never been wired together. That's the leak, and it's what we fix.

The BUILD Method

We don't hand you a dashboard and wish you luck. We earn each step one at a time. The Baseline comes first, and everything after it is yours to choose.

Phase 1: The Baseline Project One engagement. Wired up in 30 days.
B

Baseline

We wire your field software, Jobber, Housecall Pro, ServiceTitan, or the spreadsheets you're running on, into QuickBooks. We rebuild your chart of accounts around how a trades business actually runs, load your labor at its true, fully-burdened cost, and set up spend management so expenses track by service line, by truck, or by job. Then we add benchmarking and context, so you know how you're doing against your industry, against the gold standard, and against your own past. One system, one set of numbers you can trust.

Phase 2: What Comes After Proposed once you're set up. Optional, and yours to choose.
U

Unlock Hidden Tax Savings

Clean books surface what a preparer working off messy numbers can't see or can't defend. Once your system is live, we propose your tax plan and implement it: entity strategy, amended returns, cost segregation, payroll setup. A separate engagement, priced on its own.

I

Identify What Makes You Money

With the system running, the numbers start talking. Which jobs pay, which trucks earn, which service lines have been lying to you. We read them with you and find where the money actually is.

L

Lock In the Monthly Rhythm

Books closed and reviewed on a set date every month, with a benchmarked report you can actually run the business on, not a P&L dump three months late. Run it with us, or hand the finished system to whoever does your books now.

D

Drive Profit

Each month, you see the one or two moves that grow your bottom line, and you make them. More of the work that pays, less of the work that just keeps everyone busy, and less handed to the IRS than last year.

When the Baseline is done, the system is yours. We can run your monthly accounting on it, or your current bookkeeper can. Either way, you finally see your numbers.

It all starts with the Baseline.

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How It Starts

The Baseline Project

It starts with a call. We talk through your business, your software, and what you can and can't see in your numbers right now. If it's a fit, we give you a fixed bid for the Baseline project, right there on the call. No pricing games, no open-ended hourly billing.

Once you're in, the 30-day clock starts the day we get access to your systems. In 30 days you're running on real numbers.

We earn each step one at a time.

Book a Profit Strategy Call →

No pressure. No pitch deck. We'll figure out on the call if it's a fit.

Why Tradewright Exists

Tradewright CPA was built for contractors who are generating real revenue but can't see where the money is actually going. Most home services operators I've worked with are sharp businesspeople. They know their trade. What they don't have is a financial system built to show them job-level profit, and that's the gap Tradewright was built to close.

Growing up, a handful of my friends' dads were home services contractors. Flooring, plumbing, HVAC guys. I watched their businesses grow over the years, and I watched what that growth bought them. The snowmobiles. The cabin. The boat. Vacations they actually took. These were guys who worked with their hands, built something real, and gave their families a good life doing it.

That stuck with me. I respected those guys. They weren't given anything on a silver platter. They built it.

Years later, after I'd spent my career in tax and accounting, that respect turned into a focus. I studied the home services industry in depth. I learned what separates the contractors who struggle from the ones who scale. Job costing, cash flow, taxes, pricing, systems. What actually works and what doesn't. That research became Tradewright CPA.

Before Tradewright, I founded and ran a CPA firm that specialized in helping business owners pay less tax using smart strategies. I grew that firm and sold it for a healthy seven-figure valuation. After that, I acquired and merged two Montana-based CPA firms with a partner and helped build a full-service accounting and tax practice. Once that firm could run without my day-to-day involvement, I stepped back to start Tradewright.

Today, Tradewright CPA exists for one reason. To help home services contractors make more money, keep more of it, and run stronger businesses. I don't just understand accounting and taxes. I understand the trades, how these businesses work, and where they get stuck.

That's why Tradewright was built.

Joe Holbrook, founder of Tradewright CPA

Joe Holbrook

Founder, Tradewright CPA

  • Master's in Taxation
  • Big Four: EY and PwC
  • Founded, grew, and sold a tax-strategy CPA firm
  • Acquired and merged two CPA firms in Montana

Wired up in 30 days, or half your money back.

The clock starts the day we get access to your systems. It stops on any day we're waiting on you for answers or access, so the math stays fair on both sides.

If we blow past 30 days and the delay is ours, we take 50% off the Baseline fee, and we finish the work anyway.

We're not here for a one-time fee. We're here for a long-term relationship, and that only works if the Baseline earns it.

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Frequently Asked Questions

What software do you work with?
Jobber, Housecall Pro, and ServiceTitan, and we're just as comfortable if you're still running the business on spreadsheets. The framework doesn't hinge on which tool you use. It hinges on wiring whatever you've got into books built for a $1M–$10M trades business, so you can finally see profit by job and by truck.
What exactly do I get in the Baseline project?
Your field software connected to QuickBooks, a chart of accounts rebuilt for how a trades business runs, labor loaded at its true burdened cost, spend management that tracks expenses by service line, truck, or job, and benchmarked reporting that shows profit with context. A financial system, wired up and working, in 30 days, and it's yours to keep.
Do you replace my bookkeeper?
Only if you want that. The Baseline builds the system; who runs it month to month is your call. Some clients hand it to us. Others keep their bookkeeper, their office manager, or their spouse on QuickBooks, now working inside a system that actually shows profit. We'll talk through the right fit on the call.
How is this different from what my bookkeeper already does?
A bookkeeper records what happened inside the system they're given. Most contractors' systems were never built to answer "which job made me money," so nobody can answer it, and that's not the bookkeeper's fault. We rebuild the system itself. Then anyone can run it.
I already have a CPA. Why would I need you?
Most CPAs file your return and hand back a year-end P&L. That tells you what already happened, months too late to act on. We build your books to show you, every month, where you're making and losing money while you can still do something about it. Plenty of clients keep their CPA for filing and bring us in for this.
Where do the tax savings come in?
After the Baseline. The tax strategies that save real money need sound books underneath them, and most contractors' books can't carry that weight yet. Once your system is set up, we propose a tax plan and the implementations that fit: entity strategy, amended returns, cost segregation, payroll setup. That's a separate engagement, priced on its own, and the Baseline is what makes it possible.
What if it takes longer than 30 days?
If the delay is on our side, you get 50% of the Baseline fee back and we finish the work anyway. The clock starts when we get access to your systems and pauses on any day we're waiting on you, so the deal stays fair in both directions.
What does it cost?
A fixed bid, given on the call once we understand your setup. No hourly billing, no surprise invoices. We'll always be upfront about price before you commit to anything.
What happens after the Baseline?
You choose. Once the system is live, we propose what comes next: ongoing monthly accounting with us, a tax plan and the implementations that come with it, and each month the one or two moves that grow the bottom line. Or you run the finished system with your own people. The Baseline stands on its own either way.
Do you work nationwide?
Yes. Everything we do is remote, so your location isn't a constraint.
What size contractor do you work with?
We're built for home services contractors roughly $1M–$10M in revenue. Plumbers, HVAC, electrical, roofing, landscaping, garage door, and similar trades. If you're outside that range, reach out anyway and we'll tell you honestly whether we're a fit.

Your numbers should run the business.

Wired up in 30 days, guaranteed. It starts with a 20-minute call.

Book a Profit Strategy Call →

Not ready to talk yet? Take the Profit Leak Scorecard → See where your money's flying blind in five minutes.