You are consolidating P&L across 10 acquired plumbing companies, managing flat-rate margin erosion, and your board wants monthly financials that take a week to compile.

Plumbing financial management has challenges that other trades do not share. Flat-rate pricing dominates residential service, but flat-rate margins erode silently when material costs rise and price books do not keep pace. Service agreement revenue from drain cleaning and water heater maintenance contracts creates recurring income — but deferred revenue accounting, contract profitability, and renewal forecasting require data that lives in your dispatch system, not your ERP. Emergency service calls carry premium margins but unpredictable volume. And water treatment, backflow prevention testing, and compliance work create additional revenue lines that are often tracked informally.

If you have grown through acquisition, each company brought a different chart of accounts, a different approach to flat-rate pricing, and a different ERP. Baby boomer owners who sold often had decades of pricing intuition that left with them. Your finance team spends the first week of every month reconciling. Service revenue from the dispatch platform does not match the GL. Flat-rate margin analysis requires pulling data from two systems. Cash flow forecasting does not account for the seasonal patterns that differ by geography. And your PE sponsor wants consolidated financial visibility across all entities.

We build a unified financial data model that connects your ERP, dispatch platform, and payroll. Multi-location P&L, flat-rate margin tracking, service agreement revenue analytics, seasonal cash flow forecasting, and automated investor reporting — all calculated consistently, all updated automatically.