SERVICETITAN • ACCOUNTING WORKFLOW ADVISORY
Make the numbers behind every job easier to trust.
ServiceTitan runs the field. Your financial reports still need a clear path from completed work to reviewed invoices, job costs, payments, and the ledger. Hata Advising helps home-services companies connect those steps so owners can understand performance and act on it.
Who this helps
Built for HVAC, plumbing, electrical, and other home-services teams using ServiceTitan, especially when growth, a platform change, or a difficult month-end exposes gaps between operations and accounting. We serve companies nationwide, typically with $1M–$50M in annual revenue.
Where Hata can help
Invoices ready for accounting
Define the review before the applicable batch, post, or export step: completed work, pricebook items, business units, taxes, payments, and time records. Give the office and accounting team clear ownership of exceptions.
Job costs with useful context
Review labor time, technician rates, burden assumptions, purchasing, and material inputs. Check the costing method enabled in your account so missing labor or duplicate material costs do not quietly distort the margin review.
Mappings that support decisions
Align the chart of accounts, pricebook items, payment types, and business-unit reporting with the way you manage the company. Confirm your export mode before changing the accounting workflow.
Payments and memberships that tie
Trace customer balances, payment adjustments, refunds, deposits, and bank activity. Where deferred membership revenue applies, reconcile the liability and revenue schedules to the ledger at the same cutoff.
A practical path through the workflow
- 01ReviewFollow a sample job from completion through invoice review and accounting export.
- 02MapDocument accounts, items, business units, and the source of each job-cost input.
- 03ReconcileTest customer balances, payments, payroll handoffs, and membership balances where relevant.
- 04HandoffSet the exception list, close checklist, report definitions, and team responsibilities.
What you receive
A scoped engagement can include a findings report, account and item mapping, a transaction-testing log, reconciliations, and a written month-end checklist. If you are changing systems, we can add cutoff planning, opening-balance review, and parallel-close support.
Systems work can stand on its own or connect with accounting and controller support and fractional CFO services. We agree on scope, responsibilities, and deliverables before work begins.
Start with the ServiceTitan workflow you actually have
Document-based exports and Touchless or journal-entry workflows are different. Costing models, purchasing transactions, and enabled features also vary. We confirm your configuration first, then document what moves automatically and what still needs a review or manual accounting step. Software configuration stays coordinated with your team and implementation partner.
Hata leads the accounting requirements, testing, and reconciliation alongside your team and software provider. Platform configuration or development work is coordinated with the appropriate implementation partner.
Common questions
Does connecting ServiceTitan to QuickBooks eliminate accounting review?
No. A connection moves supported records. Invoice review, account mapping, exception handling, and reconciliation still need an owner.
Can you help us understand job profitability?
Yes. We review the available revenue, labor, burden, and material inputs and help define a consistent margin-review process. Job-level margin and company-wide net profit answer different questions.
Can this work fit an existing accounting team?
Yes. Hata works alongside your office, bookkeeper, controller, and software partner. We agree on responsibilities and deliverables before the work begins.
Talk through your ServiceTitan accounting workflow
Tell us where the numbers stop lining up: job margins, customer balances, deposits, memberships, or the close. We will discuss the right scope for a review.
Explore Systems & CRM Integration
Hata Advising provides independent accounting and workflow advisory services. Product names are trademarks of their respective owners. Features depend on the subscription, integration version, and account configuration.
Platform references: ServiceTitan invoice-review guidance ServiceTitan Touchless QuickBooks setup