Strategic finance & accounting
Know if you’re actually making money.
You can have a $64K month and end up with less than you started. We fix the part nobody sold you: knowing — to the job — where the money goes, and what to do about it.
Sound familiar?
- — “I bring in good months and still can’t tell where it went.”
- — “I don’t know if I’m making money on a job until it’s long over.”
- — “Doing the books myself sucks, and a good bookkeeper is expensive.”
- — “Slow season hits and I’m guessing whether I can make payroll.”
What you get
Outsourced bookkeeping & accounting
Clean, current books done for you — categorized the way an HVAC shop actually runs, not a generic chart of accounts.
Real job costing
See true margin per job and per crew — labor, materials, the supply-house run, callbacks — so you stop bidding blind.
Cash-flow & seasonality forecasting
A simple read on what’s coming so the slow season stops being a gut-check. Know the payroll math weeks out, not days.
Fractional CFO
A numbers person in your corner: pricing, overhead, debt, owner pay, and the few moves that move profit most.