Currently available for select engagements

Hire Bookkeeper for Solar Companies

A solar company with clean books borrows easier, prices better, and faces tax season calmly.

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Solar Companies — Bookkeeper

A senior bookkeeper for solar companies

A solar company with clean books borrows easier, prices better, and faces tax season calmly. The books here cover installation revenue, equipment, and maintenance contracts. The work is unglamorous and regular, which is exactly why it slips when nobody owns it.

The pain is specific: surveys, permits, and installs run on different clocks, and customers wait for updates. Books fall behind during busy periods, and catching up costs more than keeping up ever would.

A sensible first engagement is a books review and cleanup, followed by a monthly close routine: categorisation, reconciliation, and a short report the owner can read. If the first close lands cleanly, the rhythm continues.

Invoicing runs as install invoices at stages, with equipment costs tracked per job. Invoicing runs as install invoices at stages, with equipment costs tracked per job. The business serves homeowners and businesses going solar.

What you get

What this engagement covers for solar companies

Chart of accounts and categorisation — The chart of accounts is set up around real activity: installation revenue, equipment, and maintenance contracts. Every transaction lands in a category the owner recognises, so reports read as business sense, not accounting jargon.
Invoicing and receivables — Invoicing follows the business's real pattern: install invoices at stages, with equipment costs tracked per job. Outstanding invoices are followed up on a schedule, and late payers are visible before they become a problem.
Payables and expenses — Bills and expenses are captured as they arrive, matched to the right job or category, and paid on schedule. Nothing is reconstructed from a bank statement months later.
Payroll and contractor pay — Pay is recorded accurately and on time: installers on hourly or day rates, with sales staff on commission. Salary, hourly, and contractor arrangements each have their own treatment, and all of it reconciles monthly.
Monthly close and reports — Each month closes with reconciliation of the bank, cards, and key accounts, plus a short report: income, spending, receivables, and payables, in plain language.
Tax-season preparation — Records are maintained so tax preparation is straightforward: permit and install milestones set the billing rhythm per job. Deductions are categorised as they occur, and the year-end file is ready when the accountant asks for it.

The systems solar companies businesses actually run

Built on your stack, not on top of it

The tools are the ones accountants expect: Xero and job-management exports, with bank feeds connected and receipts captured digitally. The bookkeeper works in the business's own books, not in a separate spreadsheet that nobody reconciles.

One limit is worth stating plainly: this page is general information about services, not accounting or tax advice. The bookkeeper's job is to keep records accurate and current so the owner's accountant can advise on solid ground.

Start with cleanup and one close. If the report answers the owner's real questions, the monthly rhythm continues from there.

The books live in Xero and job-management exports. The books live in Xero and job-management exports. Timing is driven by permit and install milestones set the billing rhythm per job.

How it works

From kickoff to delivery for solar companies

Books review and cleanup
Existing books are reviewed: what is categorised, what is reconciled, and what is missing. Cleanup comes before routine, so the monthly close starts from true balances. For solar companies, that includes installation revenue, equipment, and maintenance contracts.
Chart and routines set up
The chart of accounts and monthly routines are set up around the business's real activity, with categorisation rules and a receipt routine the owner can actually follow. For solar companies, that includes install invoices at stages, with equipment costs tracked per job.
Monthly close
Each month closes on a rhythm: transactions categorised, accounts reconciled, invoices and payables reviewed, and a short report produced for the owner. For solar companies, that includes installers on hourly or day rates, with sales staff on commission.
Tax-season readiness
Records are kept ready all year, so tax season is a handover of organised files to the accountant, not a frantic reconstruction of twelve months. For solar companies, that includes permit and install milestones set the billing rhythm per job.

Why Omer

Why hire Omer

Your books, your access — work happens in the owner's own accounting software, fully visible at any time For solar companies, that means installation revenue, equipment, and maintenance contracts.
Reports the owner can read — income, spending, receivables, and payables in plain language, not ledger dumps For solar companies, that means install invoices at stages, with equipment costs tracked per job.
One clean close before any long commitment — the first month proves the routine before the rhythm continues For solar companies, that means installers on hourly or day rates, with sales staff on commission.
Receivables watched, not discovered — ageing reviewed monthly, so late payers surface early For solar companies, that means installation revenue, equipment, and maintenance contracts.
Books that are current, not reconstructed — monthly categorisation and reconciliation keep the record true all year For solar companies, that means install invoices at stages, with equipment costs tracked per job.

Outcomes

What changes in practice

The measure is not pages of reports. It is whether the owner can answer, at any point in the month, what the business earned, what it spent, what it is owed, and what tax and payroll obligations are coming.

Timing is driven by permit and install milestones set the billing rhythm per job. What is on offer is solar design, installation, and maintenance. Payroll looks like installers on hourly or day rates, with sales staff on commission.

That is the standard this engagement is measured against: reconciled books and readable reports, not hours logged. <a href="/hire/">Browse all hire engagements</a> or <a href="/contact.html">discuss your books</a> directly.

FAQ

Questions, answered

What does the monthly report show?

Income, spending, receivables, and payables in plain language, with unusual items flagged for the owner. No ledger dumps, just the picture needed to decide.

What happens at tax time?

The accountant receives organised, reconciled records for the year, with deductions categorised as they occurred, instead of a reconstruction project.

What does the chart of accounts cover for solar companies?

The books here cover installation revenue, equipment, and maintenance contracts. Categories follow how the business actually earns and spends, so monthly reports read as business sense rather than accounting jargon.

How does invoicing work for solar companies?

Install invoices at stages, with equipment costs tracked per job. Outstanding invoices are reviewed monthly, so late payers surface while a follow-up can still recover them.

How often are the books updated?

Transactions are categorised through the month, and the books close monthly with reconciliation and a short report. Nothing is left to accumulate until year-end.

Currently available for select engagements