JANSS
Example dashboard · sample data← Back to JANSS
Job CPA · Trades dashboard

Summit Mechanical, Inc.

This month · HVAC, plumbing & electrical
MTDQTDYTD
Revenue (MTD)
$186K
▲ 9.2% vs last month
Gross margin
34.1%
▲ 2.1 pts
Avg job profit
$1,240
▲ $130
Jobs completed
142
this month
Performance
Revenue by month
$142kJan $151kFeb $160kMar $168kApr $177kMay $186kJun
Profitability
Gross margin by trade
HVAC36%
Plumbing33%
Electrical29%
Crew B is your most profitable at 38% margin. Crew C trails at 22% — worth a look.
Tax planning · where we earn our keep

Proactive tax strategy

Bookkeeping and tax prep are table stakes — and we do them for about half the price of a traditional firm. This is the part most firms skip: proactive moves that put real dollars back in your pocket.
$22,400
estimated tax saved this year
Projected liability
With planning: $41,000
Without: $63,400
§179 & bonus depreciation — write off trucks, tools & equipment the year you buy.
S-corp election + reasonable salary — stop overpaying self-employment tax.
Accountable plan — vehicle, phone & tools reimbursed pre-tax.
SEP-IRA / Solo 401(k) — shelter a strong year before it’s taxed.
Per-diem & fuel capture — every deductible day and mile, booked.
Recent jobs · this month
JobCustomerRevenueCostMargin
#4821Riverside HOA$18,400$11,10040%
#4818Tabor Restaurant$9,250$6,90025%
#4815Oakmont Offices$24,800$14,20043%
#4810Linden Residence$3,900$3,25017%
#4807Westgate Retail$15,600$9,80037%
Sample data shown for illustration. Your live Job CPA dashboard shows profit by job and crew in real time — so you fix a thin job while it's still on the schedule, not at tax time.