home-services-automation

Home Services

Holistic finance and accounting solutions and services for the home services trades

Gain confidence in your financials with the accounting automation software, consulting services and experienced guidance your home services company needs for every growth stage.

    Baker Tilly + ServiceTitan = jumpstart to growth

    Baker Tilly is ServiceTitan's preferred provider of Sage Intacct cloud ERP. ServiceTitan + Baker Tilly is a complete solution designed to optimize every aspect of your service business.

    Who's it for?

    • Residential contractors and service providers, including residential HVAC, plumbing,​ electrical, pest control and landscape
    • Multilocation service providers

    Old technology stalling growth?

    Stop struggling with spreadsheets and tools that aren't built for your needs. With Baker Tilly's Home Services solution, you get automation for your unique business requirements.

    • Enable growth
    • Focus on revenue growth

    Finance and accounting technology solutions for your business type

    For growing home and commercial services companies, Baker Tilly integrates and optimizes the foremost finance and accounting technology solutions for your business. We partner with ServiceTitan, the industry’s leading provider of operations software and fill any gaps in your finance and accounting tech stack with our purpose-built products or custom solutions designed specifically for you. 

    For finance teams, technology has automated many repetitive accounting tasks, freeing up time and resources. Baker Tilly accounting software solutions go beyond automation alone to provide accurate and timely data, metrics, intelligence and insights that more precisely reflect the health and growth trajectory of your home services business.

    Baker Tilly provides its accounting and finance solution built directly on the Sage Intacct enterprise resource planning (ERP) system. Baker Tilly accounting software solutions provide: 

    1. Intelligence ― Real-time financial and operational metrics, enabling finance teams with data to challenge the status quo and inform strategic and operational decision making. 
    2. Automation ― Technologies that automate day-to-day business processes, eliminating manual effort, reducing costs and freeing up time for more value-added tasks.
    3. Integration ― Key systems interoperability streamlines end-to-end business processes and provides consistent data across systems, resulting in a single version of the truth.

    With Baker Tilly, CFOs and their senior team members can remove themselves from the day-to-day tasks and focus on higher-value, strategic activities. Baker Tilly also enables home services companies to scale and reduce risk by offering the implementation and professional services needed to maximize the value of Sage Intacct cloud financial software.

    Integration and automation that puts your success first

    Baker Tilly finance and accounting software and solutions leverage the accounting modules that give your organization a single source of truth for finance data. These modules include:

    • Core financials ― slash month-end close time and increase productivity with a general ledger, accounts payable, accounts receivable, cash management, order entry and management, purchase orders, time and expense management, and comprehensive reporting and dashboards.
    • Multi-entity and global consolidation ― automates financial consolidation accounting including currency conversions, inter-entity transactions, local tax reporting, and consolidates hundreds of entities in minutes.
    • Contract and subscription billing ― accurate and flexible subscription billing provides greater automation in subscription payment processing and billing, and automated revenue recognition.
    • Contract and revenue management ― eliminates the need for spreadsheets to separate revenue recognition and billing and ensures compliance with regulatory requirements and accounting standards.
    • Fixed assets management ― a comprehensive, automated asset management system that adds dimensional tracking to provide visibility into asset tracking valuation, condition and insurance status.
    • Project accounting ― see all time, expense and project-based accounting data in one place, streamlining the entire billing process for organizations that invoice for projects on a time and material or milestone basis.
    • Sales and use tax ― built-in, easy-to-use, automated sales tax and use tax software integration calculates sales tax and value-added tax (VAT) for you right at the point of sale.
    • Time and expense management ― streamlines processes, reduces revenue leakage and simplifies revenue recognition by effortlessly moving time and expense data to invoices and revenue recognition workflows.
    • Salesforce integration, inventory management, budgeting and planning and vendor payment services.
    • Reconciliation Manager from Baker Tilly ― manage the important reconciliation process by intelligently showing you when the accounts receivable and accounts payable balance sheet accounts do not reconcile with the subledger. It can be a significant undertaking to find the source of the variance. Reconciliation Manager helps users identify and correct potential coding or posting problems.

    Get ready for the future with Baker Tilly Digital. Please click the button to schedule a conversation with a Baker Tilly Home Services industry guide.