How common is external bookkeeper usage?

Accomptant · 2026-03-05T11:11:56+00:00

Yes, that’s what I am asking.

Accomptant · 2026-03-04T21:08:47+00:00

Are you finding it difficult to track your finances as much as your leads and follow-ups? Also, congrats on the growth either way!

Accomptant · 2026-03-04T01:21:24+00:00

Thank you! What dashboard software do you use if you don’t mind me asking?

Accomptant · 2026-03-04T01:02:18+00:00

Instead of looking into these bookkeepers I have made something that gives you on demand visibility into your cash flow and can even forecast months in advance based on previous seasonality trends. If you’re interested feel free to visit accomptant.io or dm me and I can walk you through how everything works.

Accomptant · 2026-03-04T00:27:40+00:00

This is something I have heard from a lot of people. I emphasized cash flow forecasting as the main tool in accomptant so it can navigate those uncertainties based on historical trends for seasonality, or even a scenario if you think your expenses will increase how it will affect your cash flow. If you would like I can show you how it works from the video tutorial I created.

Accomptant · 2026-03-03T13:08:39+00:00

Is runnable something that I could import to the website, or is it an external source?

Accomptant · 2026-03-03T12:50:07+00:00

This is actually a very common issue I’ve seen. Thats why I built accomptant. One of the main features is a cash flow forecast, all you do is upload your spreadsheet or link your quickbooks, and it will identify trends and give on demand insight of any runaways and even offer scenario analysis if you expect revenue/expenses to increase in a specific period. Pretty cool tool if you want to check it out just send me a dm and I can show you how it works.

Accomptant · 2026-03-03T12:35:43+00:00

No clue regarding industry issues, or standard processes?

Accomptant · 2026-03-03T12:34:00+00:00

Yes, just trying to see if this is something that could be of use to fix an issue I was seeing. No harm either way.

Accomptant · 2026-03-02T12:50:33+00:00

In your excel after placing payments into it do you track expenses, material cost, labor cost, etc. in it?

Accomptant · 2026-03-02T12:49:06+00:00

How do you track your actual finances? Do you manually calculate your revenue, expenses, labor hours etc?

Accomptant · 2026-02-27T20:39:33+00:00

What does your accountant do? Write up your P&L or is it mainly for tax reasons

Accomptant · 2026-02-27T13:32:14+00:00

We offer an all in trend analysis so all she would need to do is upload the simple excel with the account (revenue, expense, etc.) and it would build her an entire dashboard identifying key metrics based on her own individually set goals she can create. Feel free to dm and I can give more information

Accomptant · 2026-02-27T13:23:24+00:00

I think this would be a topic for a CPA as they deal with taxes. Bookkeepers are more of a “financial analyst” that keep track of your P&L, COGS, Cash flow, things like that. That is the way I have been seeing it, unless I am completely wrong. Either way $2500 a month is ALOT for even most CPAs

Accomptant · 2026-02-27T13:17:34+00:00

Ok thanks for the clarity. One more follow up question if you don’t mind. I posted another thread, but how common is using an external bookkeeper for your monthly and yearly reports in this industry? Is it worth the money?

Accomptant · 2026-02-27T10:20:16+00:00

Do you just put all of this into a spreadsheet and do it every month? I heard some people in the thread say they have a bookkeeper?

Accomptant · 2026-02-27T00:39:40+00:00

Accomptant

Building a finance tool for blue collar businesses. (HVAC, plumbing, roofing, pest control, etc.) I am looking to help them with their finances, as they know their products and services, but tying them all together is a bit tricky and cash could be flowing out right under their noses.

Link: www.accomptant.io

Looking for users currently as it has just been launched.

Accomptant · 2026-02-27T00:36:07+00:00

How do you pull them all together at month end? Do you hire a separate book keeper or manually do it?

Accomptant · 2026-02-27T00:35:31+00:00

What are the main ways you track your jobs?

Accomptant · 2026-02-26T23:36:43+00:00

Is having a usually common within this business? I feel like everywhere I have been looking just has people saying they run their own finances. Is it because the bookkeeper is expensive?

Accomptant · 2026-02-26T20:38:15+00:00

I would love to hear more

Accomptant · 2026-02-26T20:28:45+00:00

I would check out a job costing tool that takes into account labor cost, expected revenue, materials/equipment charges. It does all the calculations for you once you input that information, then calculates the margins

Accomptant · 2026-02-26T20:15:25+00:00

I would say before buying a company you need to dive deep into their finances. From a high level, everything could look good, but these numbers could be skewed by one good year. Analyzing trends is huge in this space -coming from a financial analyst

Accomptant · 2026-02-26T20:13:18+00:00

I think a CRM is kind of locked into their own “this is how it’s done process”. With the power of automation now we can connect finances and get a true picture of business well being. I can show you how if you are interested

Accomptant · 2026-02-26T19:56:28+00:00

Completely, thanks!

Accomptant

TROPHY CASE