Introducing Our Protect Your Profits Advisory Program for Home Services
If you're a plumber, electrician, HVAC pro, or run any kind of home services business, chances are you didn’t start your company because you love spreadsheets and long-term financial roadmaps.
You started it because you're good at what you do—and you wanted to do it your way.
But somewhere between job sites and payroll runs, you might’ve realized: running a business is a whole different job.
That’s why we built our Protect Your Profits Advisory Program, made specifically for trades and home service business owners. It’s not just about taxes and bookkeeping. It’s about giving you a simple, real-world system to actually make—and keep—more money from the business you’ve worked so hard to build.
Let us walk you through what it is (and why it might be the thing you didn’t know your business needed).
What Is our Protect Your Profits Advisory Program?
It’s a hands-on, year-round advisory program built to help trades business owners uncover hidden profit leaks, make smarter decisions, and hit personal and business goals with way more clarity.
We walk you through a 12-Point Profit Punch List - think of it as a monthly tune-up for your business systems. Each point focuses on a different area that directly affects your bottom line: pricing, cash flow, roles, projections, systems, taxes, and more. It’s stuff you wish someone had helped you with when you were getting started.
And the best part?
You don’t have to do it alone.
Here’s What You Get:
🔧 1:1 Strategy Sessions
Every month, we dive into a profit-focused theme and meet one-on-one to work with you on the “how” and “why” for your actual business.
This isn’t cookie-cutter advice—it’s tailored to your numbers, your team, and your goals.
You can view all of the monthly workshops for 2025 here.
📓 Personal + Business Roadmaps
One of the first things we do in the program is help you draw a straight line between your business goals and your personal life goals.
Want to pay off your mortgage? Fund your kid’s college? Hire a GM so you’re not on call 24/7?
We help you:
- Map out what you want—1 year, 3 years, 10 years out
- Identify what your business needs to do to fund that
- Build a plan that gets you there without burning out
You’ll also build a full roster of the professionals and team members that will help get you there—think retirement planners, insurance folks, business attorneys, etc.
🧰 Tools That Actually Help
You’ll get access to our Toolbox of resources—including plug-and-play Excel workbooks, KPI dashboards, and profit allocation tools. If you’ve ever wished someone would “just give you a spreadsheet that works”—we did.
We’ll even run the numbers for you when needed.
Why Trades Business Owners Are Joining
You might already have an accountant, and that’s great. But most accountants only show up once a year to do your taxes. They don’t help you build a system. They don’t help you plan out the next five years. And they’re not there when you’re trying to figure out whether to hire, fire, expand, cut back, or reinvest.
That’s where we come in.
This program gives you:
- A clear plan for your business
- Support when you're making big decisions
- Confidence that your business is actually working toward something
It’s like having a second-in-command who understands the financial side of the trades—without putting another full-time person on payroll.
The Truth?
You’re probably working harder than ever.
But if you’re not hitting your personal goals—saving, investing, freeing up your time—it’s not because you’re doing something wrong.
It’s because you might be missing the plan.
Protect Your Profits is that plan. And we’d love to walk you through it.
Ready to see what this could look like for your business?
Schedule a free call with us to learn more about our services and the program to see whether it’s a good fit for your home services business.
No sales pitch. Just a real conversation to see if this would actually help you get where you want to go.
Frequently Asked Questions About Our Protect Your Profits Advisory Program
Here are the answers to a few questions you may have.
Who is this program for?
This is for trades and home service business owners—plumbers, HVAC companies, electricians, contractors, landscapers, cleaning services, you name it—who want to stop flying blind and start building a business that actually works for them. If you’re tired of guessing at your numbers, and ready for a clear plan that supports both your business and personal goals, this is for you.
Do I need to already be working with Atlas Accounting Group?
Nope. Whether you already work with us for taxes or bookkeeping—or you’ve never hired an accountant in your life—you’re welcome to join. The program is designed to meet you where you’re at.
How much time does it take each month?
Plan on a couple of hours per month. You’ll get a one-on-one strategy session and tools to help you take action right away. We keep it simple and focused so you’re not just learning—you’re actually making progress.
Is this going to feel overwhelming? I’m already busy.
That’s the whole reason we built it. If you’re too busy to think, then you’re exactly who this is for. We’ll help you slow down just enough to put a system in place—so you can stop chasing fires and actually build something sustainable.
What if I don’t know my numbers or have messy books?
That’s okay. A lot of people come to us in the middle of the chaos. You don’t have to be “ready”—you just have to want to make a change. We’ll help you get organized and understand what matters most.
Can my office manager or spouse be involved too?
Absolutely. If someone else helps run the business with you, they’re welcome to join the calls, use the tools, and go through the process with you. We’ve found that having one point-person is helpful, but you don’t have to do it all alone.
What does it cost?
We offer different options depending on how hands-on you want us to be. Some folks just want the roadmap and tools. Others want full monthly support.
Reach out to schedule a call, and we’ll walk you through your options—no pressure.
What if I’m not sure this is right for me?
That’s totally fair. The best next step is to schedule a free call with us. We’ll talk through your business, where you’re at, and whether this kind of support would actually make a difference. If it’s not a good fit, we’ll tell you that too.
