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Curious what everyone is paying for book keeper and Accountant?
Just wondering what everyone is paying for Accounting and Book keeping. We're in Alberta and trying to compare/ see what is reasonable. Also curious what all your book keepers offer - we meet monthly right now with ours and bi-annually with our CPA.How much do you trust the numbers your bookkeeper is giving you?
One of the things I’ve learned as we’ve grown is that having a bookkeeper and having a GOOD bookkeeper are two very different things. Clean books aren’t just about taxes. If things are being categorized incorrectly, reconciliations aren’t happening properly, or your financials are months behind, you can be making major decisions based on numbers that aren’t even accurate. Revenue can look great while profit tells a completely different story. And as an owner, you shouldn’t have to become a bookkeeper—but you do need financials you can actually use to run the business. I’m curious how other owners handle this: How involved are you in reviewing your financials, and what reports or numbers do you look at regularly to know your bookkeeper is actually giving you an accurate picture of the business?Which metric(s) do you check first to see how business is going? 🤓
There are plenty of numbers to track, but I’m guessing most business owners have one or two they keep a close eye on. 👍 Which do you check first? Vote in the polls below. Don’t see yours, or want to share why it matters? Drop it in the comments! In this Masters of Home Service episode, kasyallen (Wheatley Creek Services) shares which business metrics matter for home service businesses, why checking them regularly can help catch problems early, and how she built an automated end-of-day report to make the numbers easier to keep up with. 👉 Want to put their tips into action? Download our free home service reporting playbook for this episode. Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
How do you calculate your baseline price before sending a quote out?
When you look at a job site, how are you actually building your estimates? Are you pricing based on true operational costs and target profit margins, or are you matching local competitors and hoping there is money left over at the end of the month? Knowing your numbers comes down to a few key questions: What is your true hourly overhead rate? (Total monthly fixed overhead divided by total monthly billable hours) Are you calculating margin or markup? (Markup on cost is not the same as gross profit margin. If you want a 30% margin, multiplying your costs by 1.30 leaves you short at 23%.) What is your minimum shop rate before pulling a rig out of the driveway? How are you handling this in your business?Are You Building a Business or Just Creating Yourself Another Job?
It’s easy as a small business owner to get caught up doing everything yourself. At what point do you start delegating, hiring, or putting systems in place so the business can operate without you being involved in every job? I’d love to hear how other owners are making that transition while still keeping quality and customer service high.Those who charge for inspections, do you have a flat rate or does it depend on the property?
I recently got a request for a rodent assessment for a house that is about 10,000 sqft, an absolute monster of a house with 6 levels, a 4 car garage (buddy has a McLaren 750S, Porsche 917, Ford GT and a Range Rover!!!), vehicle lifts, elevator, separate chef kitchen, indoor pool...the works! I told the homeowner my standard fee for a more modest sized house, and that I would have to triple that to be able to spend the time at their home and not feel rushed. They did agree and made no issue out of it but it did make me wonder how other people approach this. Then I found the issue areas and they were about 3-4 times as many as a regular house and the cost reflected that. More doors, vents, cracks, holes, utility lines...it was insane. Should I have kept the inspection charge the same knowing I would find many many more holes or was it smart to up the inspection charge?
How do you actually track job profitability (not just revenue)?
Quick question for other Jobber users — when you want to actually know how profitable a job was (after labor and expenses, not just the invoice total), or how your crew's utilization looks over a month, how do you currently figure that out? Pulling into Excel? A separate spreadsheet? Just gut feel? I'm curious whether this is a real pain point or if I'm overthinking it — trying to understand how people actually track profitability day to day.
💡FEATURE REQUEST: Price Increases in Products & Services List
Do you increase prices for ongoing customers? Do you know how long it takes me to increase my prices for 700 ongoing clients in my cleaning business? Whether you increase your prices on an annual basis or just as needed in these unpredictable times, it would be easier to make these changes en masse in the Products and Services tab! How would it work? When editing a product or service line item in the Products & Services List, there should be an option to carry that modification over to any existing Jobs that have that line item on it. Currently, this would only update for new jobs created, but I'd love to see a little pop-up that says, "Would you like to change the price for existing Jobs with this line item? Yes/No" Use Case Example: Because I am in the cleaning industry, it will be my primary use case. Let's say you have a minimum price that every client's rate will be at or above. When you create a new job for a recurring customer, you add a line item titled "Minimum Rate + current year," like for 2020: "Minimum Rate 2020," which is $150. You also add another line item based on how your pricing model is set up - in this case, I will use a simple one: "Small House" for $10 "Medium House" for $30 "Large House" for $50 When it's time for your prices to increase, consider the following options: you could decide to raise prices only for people with large houses and keep your minimum rate the same, or you may want to increase the cost for clients who have been with you for more than 5 years. Instead of making this change one client at a time and trying to sort through who the change applies to, I could go to the Products and Services List and find the specific line item I want to modify. Then, I could edit the price in there! Ta Da! You've raised your prices! Why should Jobber care? This would be huge for any business industry that has recurring clients. ServiceTitan, Housecall Pro, and other competitors already have this feature. I have found other threads that mention something like this or frustrations with how to go about raising prices. This would allow businesses that only see customers once or twice a year to set up their customers as recurring with one Job, saving them a lot of time and effort as well. You'd have at least one very loyal customer in me! I've spoken to two support agents who thought this was a simple but fantastic idea! My next price increase is in June, and I'd love you guys if you saved me weeks worth of work in a single click 🤞🙏 QUESTIONS, COMMENTS, FEEDBACK, AND MORE USE CASES WELCOME!!
