This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in San Diego, CA. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 3.
TEH CPA #
Website: https://tehcpa.net
Phone: (858) 945-5510
TEH CPA, presented on its website as Thomas E. Huckabee, CPA, Inc. and also referred to as Huckabee CPA, is a certified public accounting firm serving San Diego. According to the site, the firm is located in La Jolla, CA, with a listed address of 888 Prospect St, Suite 200, La Jolla, CA 92037. The firm states that it was established in 1984 as a full-service San Diego accounting firm and that it assists individuals, early-stage startups, small businesses, and larger corporations. It describes serving businesses in San Diego County, California, including La Jolla, Carlsbad, Oceanside, and Laguna Hills, and notes that it works with clients anywhere in the United States.
The firm’s stated services span accounting, tax, CFO advisory, and QuickBooks Online consulting. On the accounting side, the site lists small business accounting, monthly bookkeeping, cash flow monitoring, and profit and loss reporting. The firm describes its monthly bookkeeping as automated accounting backed by human review, and it frames its small business accounting around bookkeeping, tax accounting, CFO consulting, payroll, and strategic analysis. Outsourced CFO consulting is presented as a service for small and midsized companies, with the firm describing its role as helping protect and enhance financial stability and communicating solutions to corporate issues.
Tax services described on the site include strategic tax planning, tax incentives and credits, and tax compliance, with support for federal and state income tax filings, 1099s, and Delaware Franchise Tax filing. The firm also references work with startups, stating that it helps manage taxes to reduce cash burn and provides real-time visibility into financial performance. Industries named on the site include real estate accounting, accounting for technology companies, construction and contractor accounting, and bookkeeping and accounting for financial advisors.
A dedicated page addresses construction and contractor accounting. The firm states that it works with San Diego construction companies, including home builders, general contractors, and subcontractors at various stages of business development. It describes helping clients control and estimate job costs, increase cash flow, evaluate project profitability, and minimize tax obligations. The page outlines services such as work-in-progress schedules, contracts and change orders, financial reporting including financial statement compilation, job cost reports, tax reduction strategies, business tax preparation consulting, Form 1099 and K-1 reporting, tax deductions and credits, cash flow statements, balance sheets, and income or profit and loss statements. The firm notes that the choice between cash and accrual accounting methods affects how income is reported and expenses are deducted, and it references preparing financial statements under GAAP.
The construction page states that the firm has 30 years of experience serving clients in commercial construction, design build construction, road and heavy construction, and residential construction, as well as suppliers for contractors, subcontractors, and specialty contractors. The specialty contractor categories listed include HVAC, electrical, masonry, carpenters, drywall, air conditioning, plumbers, flooring, and framing. The firm describes a process that begins with an initial consultation to learn about the client’s construction business, followed by a written proposal of estimated cost and timeline, and then onboarding.
The firm identifies itself as an AICPA member and a QuickBooks Certified Advisor. Contact details listed on the site include the email address thomas.huckabee@tehcpa.net, the phone number (858) 945-5510, and a fax number of (858) 332-1800. The site invites prospective clients to request a free consultation and describes the firm as a partner for businesses navigating modern finance, offering accounting strategies the firm characterizes as value based. The website also publishes business and tax news articles covering topics such as vehicle tax write-off strategies, IRS penalty refunds, and IRS workforce reductions.
Diamond Accounting Hub #
Website: https://diamondaccountinghub.com
Phone: 913 689 0026
Diamond Accounting Hub is an outsourced accounting and bookkeeping practice led by a certified public accountant. The firm operates remotely and does not state a San Diego office on its website; references to San Diego in this directory reflect the firm’s remote availability rather than a local presence. The site does not name a city for the firm’s base, though it lists a contact phone number of 913 689 0026 and includes a blog article on Kansas sales tax among its resources. The website attributes the practice to a CPA identified in client testimonials as Samira, and notes business hours of Monday to Friday, 8:30 AM to 7:30 PM.
The firm describes a range of services centered on full-cycle accounting and bookkeeping. According to the site, these include recording and reconciling transactions, running payroll, reviewing and closing the books, and producing financial statements. The firm lists bookkeeping services, accounting services, payroll processing, fractional controller services, budgeting and forecasting, financial consulting, and QuickBooks cleanup. It distinguishes bookkeeping, described as the systematic recording of financial transactions and day-to-day financial data, from accounting, described as interpreting, analyzing, and summarizing that data into reports such as income statements, balance sheets, and cash flow statements. The firm states that it uses tools such as QuickBooks Online.
For QuickBooks cleanup, the firm states that it identifies and corrects errors, reconciles accounts, and brings the books back into compliance. Its fractional controller services are described as providing part-time or flexible financial oversight, including managing cash flow, budgeting, and financial reporting, and offering strategic financial advice without the cost of a full-time controller. Payroll services are described as covering wage and tax calculations, payroll runs, and the filing of payroll reports, with clients encouraged to use a payroll subscription that integrates with the firm’s services.
Diamond Accounting Hub presents itself as serving several industries. Among them, the site identifies home service businesses, stating that its clients include plumbing, electrical, HVAC, landscaping, cleaning services, and general contracting companies. For these businesses, the firm describes services such as small business bookkeeping, bookkeeping for contractors, bookkeeping for service providers, full-cycle accounting, and outsourced accounting and bookkeeping. The site notes a focus on revenue recognition, accounting system selection and implementation, breakeven and profitability analysis, budget preparation, profit analysis, breakeven point analysis, and cost and profit center analysis. It also states that the firm collects W-9s from vendors before issuing payments and supports the issuance of 1099-NEC forms to subcontractors, and it references helping home service businesses navigate seasonal variations in their budgets.
Beyond home services, the site lists additional industries the firm serves, including dental offices, law firms, professional services firms, daycare and pre-school centers, and fund companies. For law firms, the site references expertise in trust (IOLTA) accounts. The website also maintains a blog with articles on topics such as tax savings tips, the mileage deduction, a guide to Form 1099, accounting fundamentals, Kansas sales tax, accounting for dental practices, and accounting for law firms.
The site features client testimonials sourced from Google reviews, several of which reference working with Samira and mention bookkeeping cleanup, communication, and accounting support for small businesses and a not-for-profit organization. The firm describes its work as extending beyond traditional bookkeeping to include financial analysis and advisory services, and it characterizes its aim as delivering accurate and timely financials. The firm invites prospective clients to book a discovery call and lists the email address samira@diamondaccountinghub.com along with the phone number 913 689 0026 as contact points.
Profitability Partners #
Website: https://profitabilitypartners.io
Phone: 813-708-6275
Profitability Partners is a fractional CFO, accounting, and bookkeeping firm that works exclusively with home services companies in the trades, specifically HVAC, plumbing, electrical, and roofing businesses. The firm operates on a remote basis and does not indicate a San Diego office. According to its website, it is based in Tampa, Florida, with a listed address of 401 E Jackson St, Suite 3300, Tampa, FL 33602, and it describes itself as serving home services companies nationwide rather than a single local market. References to San Diego in this directory reflect the firm’s remote availability to clients in the area, not a local presence.
The firm structures its work around three areas it calls accounting and systems, planning and analysis, and exit preparation and M&A. On the accounting and bookkeeping side, the site describes monthly accrual-basis profit and loss statements, balance sheets, and cash flow statements; reconciliation between ServiceTitan and QuickBooks; key account reconciliations; accounts payable and accounts receivable management; and payroll support. The firm states that it delivers accrual-basis financials closed within 15 business days and describes restructuring a client’s chart of accounts to separate install, service, and maintenance revenue and to break down cost of goods sold into parts, labor, subcontractors, and equipment.
A trade-specific approach is central to the firm’s materials. It offers bookkeeping and fractional CFO services organized by trade for HVAC, plumbing, electrical, and roofing companies. The site emphasizes integration with ServiceTitan and states that the firm also works with QuickBooks Online, HouseCall Pro, Jobber, and FieldEdge. The firm describes itself as ServiceTitan experts and QuickBooks integrated, and it addresses challenges it associates with home services bookkeeping, such as cash-basis financials masking margins, operational data sitting in a silo, generic charts of accounts, and financials delivered too late to act on.
Beyond bookkeeping, the firm describes planning and analysis services including a financial model and annual budget, monthly KPI reporting using ServiceTitan metrics, board packages, and strategic advisory on growth decisions. It also offers exit preparation and merger and acquisition support, including EBITDA normalization, addback analysis, quality of earnings readiness, margin optimization, exit positioning, and due diligence. The firm states that it typically works with companies generating between 4 million and 30 million dollars or more in revenue and that HVAC bookkeeping engagements generally run between 3,500 and 5,000 dollars per month depending on transaction volume, number of locations, and whether ServiceTitan integration is needed. Onboarding is described as taking two to three weeks.
The firm states that it was founded by a trio of former private equity professionals who came from Third Lake Partners and later worked at firms including Black Diamond Capital, lower middle market private equity, and Apex Service Partners. It says its team has reviewed financials on more than 200 home services acquisitions. The site lists figures stating 45 or more companies served, more than 2.5 billion dollars in combined M&A transaction experience, more than 200 home services acquisitions reviewed from the buy side, and more than 30 million dollars in capital raised for client portfolios. Named team members include Ilirian Ameti, Raymond Gong, Matthew Mooney, Mikael Reijonen, Zana Ameti, Tim Keenan, Julius Jan Gonzales, Jennifer Vino-Oquingan, Lawrenz Austria, and Alain Matela, with the site referencing backgrounds at firms such as EY, KPMG, Deutsche Bank, and MUFG.
The site presents named client results, including Steve Hosack of Hosack Plumbing and HVAC in St. Louis, MO; Max Hicks of Reliant Plumbing in Austin, TX; and Josh Warner of Maverick Electric, Heating and Air in California. It also describes a relationship with SF&P Advisors, a sell-side broker in home services. The firm offers a complimentary financial diagnostic and free calculators on its site, including an exit value calculator and a margin diagnostic. Contact details listed include the phone number 813-708-6275.