Books you can trust.
from $500/mo
Books closed monthly, your numbers in the Dash. You keep running payroll.
For you if you're behind, or you don't believe the numbers you have.
How advisory works for HVAC companies
Priced to the size of your business. Books, payroll, and the Dash included.
1
We start from your real numbers
Your books, payroll, and sales brought current and live on the Dash.
2
Every fix gets a dollar value
We find where money leaks and work the fixes in order, biggest first.
3
We meet on a set schedule
Advisory sessions with the numbers in front of us both, each ending with the next move.
4
Your books come with it
Monthly books, payroll, and sales tax handled, and the Dash on your phone.
You leave your first review with a plan and a dollar figure on every fix. It's yours to keep, whether you hire us or not. If we don't think the work will pay for itself, we'll tell you before you hire us.
What it looks like in practice
The same system runs in every business we work with: clean books, the right numbers in front of the owner, and fixes made in order of dollar value. Our average client grows net profit by more than 10% in their first six months. See some of our results.
Bookkeeping for hvac companies
Know which side of the shop makes the money.
Service calls, change-outs, maintenance agreements, truck stock, and two busy seasons with slow ones in between. We split your numbers the way the business actually runs and keep your books, payroll, and sales tax current.
Where HVAC books go wrong
And how we fix each one.
Service and installs blended
One margin for the whole shop hides that some change-outs barely break even.
How we fix itService, installs, and agreements split, each with its own margin, so you know where the money is.
Agreements counted too early
Maintenance plans paid up front land as revenue the day they're sold, so the month looks better than it was.
How we fix itEach agreement spread over the months it covers, so revenue matches the work you still owe.
Truck stock nobody counts
Parts get expensed when they're bought, so cost of goods swings and nobody knows what's on the trucks.
How we fix itParts booked so cost of goods reflects what you used, with rebates and warranty credits on the right jobs.
Shoulder-season crunch
Spring and fall slow down. Payroll and truck payments don't.
How we fix itCash and labor in the Dash month to month, and with advisory a plan to carry the slow seasons.
The numbers you'll watch
On your phone, in the Dash, every month.
Margin: service vs. installs
Gross margin for each side, measured separately
Shows where to put your techs and your marketing.
Average service ticket
Service revenue ÷ service calls
Shows whether your price book keeps up with your costs.
Labor cost
Tech pay, taxes, and benefits ÷ revenue
Your biggest cost, and the one that swings by season.
Agreement revenue share
Maintenance agreement revenue ÷ total revenue
Recurring revenue carries the slow months and raises what the business is worth.
How to get started
Step 1 of 3
A call about your business
A quick call about where the business is and what we'd fix first.
Step 2 of 3
Catch up and set up
We bring your books current and set up everything above. That is your setup fee.
Step 3 of 3
Your numbers, every month
Books closed monthly, the numbers that matter in the Dash, and someone to call who already knows them.
Pricing for HVAC companies
Books and payroll is our pick because tech payroll, spiffs, and sales tax are the first things worth handing off.
The back office, handled.
from $1,000/mo
Adds tech payroll, sales tax, and 1099s, handled on schedule.
For you if payroll and sales tax are eating your week.
A business that pays you more and needs you less.
Priced to the size of your business
Adds a price book review from your real costs, agreement growth, and a profit plan.
For you if the business makes money, but not enough, and everything still runs through you.
You leave your first review with a plan and a dollar figure on every fix. It's yours to keep, whether you hire us or not. If we don't think the work will pay for itself, we'll tell you before you hire us.
Starting prices. Your price is set to fit your business, and you'll have it before you commit. Compare plans in detail
Common questions
Do you work with ServiceTitan, Housecall Pro, or FieldEdge?
Yes. Your field software is the record of what you sold, and we tie it to what lands in the bank.
How do you handle maintenance agreements?
We spread each agreement over the months it covers, so your revenue matches the work you owe. You also see agreement count and renewals as their own line.
Do you track manufacturer rebates and warranty claims?
Yes. They're booked against the jobs they belong to, so your install margins are real.
We need a truck or equipment financed. Can you help?
Yes. We build the loan package before you apply. See Lender-Ready Books.
Free for HVAC companies
Let's talk about your business.
A few taps, and we call you. We text first.
Get a call