Your HCP and QBO Aren’t Talking to Each Other — And It’s Costing You.
The integration moves transactions — but it doesn’t make sure they land correctly. The result is double-counted revenue, missing expenses, and a P&L you can’t trust. Most bookkeepers don’t work inside HCP. We do.
- Fix the sync so HCP and QBO show the same revenue — no more two different numbers
- Clear duplicate transactions, undeposited funds, and mismatched deposits
- Keep both platforms — we don’t ask you to abandon QuickBooks, we make it work with HCP
- Ongoing reconciliation so the numbers stay clean, month after month
What we see every week
Three numbers. None of them match. This is your books lying to you.
Typical time to fix
5–7 business days
You Don’t Have a Money Problem. You Have a Clarity Problem.
And it’s costing you more than you think — every single month.
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You’re pricing on gut feeling, not your actual costs
Most contractors undercharge by $10–$30/hour and don’t know it. Every job at the wrong rate is money you’ll never see.
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QuickBooks is wrong or months behind
You can’t make good decisions from bad data. Messy books hurt every day — not just at tax time.
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Cash flow feels like a constant guessing game
You’re using your bank balance as your financial system. Payroll is stressful. You delay paying yourself when things look tight.
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You can’t tell which jobs actually make money
Some jobs look great and aren’t. Others seem small but are your best margin. Without the numbers, every estimate is a guess.
Here’s what this actually costs: A contractor charging $15/hour less than they should, billing 1,200 hours a year, is leaving $18,000 annually on the table — from one pricing gap alone. Most owners have three or four of these leaks running at once.
Clean Books + Real Guidance = Knowing Your Numbers
Bookkeeping alone doesn’t create clarity. What actually works is accurate numbers combined with someone who tells you what they mean — and what to do about it.
Built specifically for trades business owners who run HVAC, plumbing, electrical, and handyman businesses. Whether you’ve been in business 2 years or 20, if you don’t have clear numbers, we start there.
Book My Free Clarity Call →
Three Programs. One Goal: Clarity.
Each program is built for trades businesses specifically. See full program details →
PROGRAM 01
Pricing Foundations
“Stop leaving $10–$30/hr on the table on every job.”
- True labor burden — wages, taxes, truck, all of it
- Real overhead per billable hour
- Breakeven rate and profitable rate
- Margin review by job type
PROGRAM 02
Financial Clarity Coaching
“Know what your money is doing every month.”
- Monthly 60–75 min Clarity Session
- Cash flow forecast — see 4–8 weeks ahead
- Owner pay and savings strategy
- Debt paydown roadmap
PROGRAM 03
QuickBooks + HCP Cleanup
“Can’t coach from broken data. Fix books — and sync — first.”
- Full QBO audit — find and fix every error
- HCP + QBO integration reconciled properly
- Chart of accounts rebuilt for trades
- Reconciliations caught up — books and bank match
- Dashboard you can read yourself
Real Numbers From Real Trades Owners
“Since working with Tracy, my cash flow has improved, my profit is getting better, and I was finally able to hire a new employee. I actually feel like I understand where my business is heading.”
Jordyn — HVAC Contractor
Straight Answers.
Your Business Should Work for You.
Imagine 60 days from now — you know exactly what your cash flow is going to do. You know which jobs make money. You’re paying yourself every week, on purpose. That’s what’s on the other side of one conversation.
Or call Tracy directly: 615-768-9321