We embed as your finance team — handling accrual-basis accounting, monthly financial reporting, KPI dashboards connected to ServiceTitan data, budgeting, cash flow forecasting, and strategic advisory. Think of us as the financial leadership a $5-15M company needs but can’t justify hiring full-time. We’ve reviewed 200+ contractor P&Ls and know exactly what separates high-margin operators from the rest.

Your bookkeeper reconciles transactions and your CPA files taxes — both are backward-looking. We’re forward-looking: we build financial models, identify margin leaks, benchmark your performance against hundreds of similar contractors, and connect every financial improvement to its impact on your company’s exit value. Most bookkeepers process hundreds of clients and can’t tell you the ‘so what?’ behind your numbers.

It depends on the engagement. For full-service clients, yes — we handle everything from day-to-day bookkeeping through CFO-level advisory. For others, we layer on top of an existing bookkeeper and focus on the planning, analysis, and strategic work. We’ll assess your situation on the discovery call and recommend what makes sense.

We specialize in residential home services — HVAC, plumbing, electrical, and roofing. Our founding partner Our founding partner Matthew Mooney spent years at Apex Service Partners, the largest residential services platform in the country. Across the team’s PE careers, they’ve reviewed 200+ home services acquisitions. That pattern recognition across hundreds of contractor businesses is what we bring to every client.

It starts with a free discovery call with a senior partner — no pitch, just an honest assessment of your situation. If we’re a fit, onboarding typically takes 2-4 weeks: we get access to your QuickBooks and ServiceTitan (or HouseCall Pro), clean up your chart of accounts, convert to accrual-basis if needed, and deliver your first monthly financial package within 30 days.

Most clients have a monthly financial review meeting (30-60 minutes) where we walk through your P&L, KPIs, and action items. For clients in active growth or exit prep, we may meet bi-weekly. You also have ongoing access to your dedicated team via email and phone for questions that come up between meetings.

We work primarily with QuickBooks Online and ServiceTitan — that’s the standard stack for most home services companies we serve. We also support HouseCall Pro, Housecall Pro, and other field service platforms. All our reporting integrates your operational data (jobs, technicians, revenue by department) with your financial data for a complete picture.

Yes — everything we do is remote. We have clients across the country. Home services financials work the same whether you’re in Tampa, Dallas, or Denver. The discovery call, onboarding, and monthly reviews all happen over video.

Engagements typically range from $2,000-$8,000/month depending on company size, complexity, and scope of services. A $3-5M HVAC company doing full-service accounting plus CFO advisory is different from a $15M multi-trade operation that just needs strategic oversight. We’ll give you a clear quote after the discovery call — no hidden fees, no surprises.

We don’t lock clients into long-term contracts. After an initial 90-day onboarding period (which is necessary to properly set up your financials), engagements are month-to-month. We keep clients because the work speaks for itself, not because of a contract.

On average, we identify $50K-$200K+ in annual margin improvements within the first 90 days — through pricing corrections, cost reductions, and operational changes. More importantly, every dollar of EBITDA improvement is worth 5-10× on your exit value. A $100K annual margin improvement at a 7× multiple adds $700K to your company’s sale price. The monthly investment pays for itself many times over.

Valuations vary significantly based on size, profitability, and quality of operations. A well-run HVAC company doing $5-10M in revenue with 15%+ EBITDA margins and clean financials can command 5-8× EBITDA. Multi-trade platforms and companies with strong recurring revenue may see higher multiples. Our team has direct experience from reviewing 200+ acquisitions and knows exactly what drives premium valuations. Read more in our article on home services valuation multiples.

Absolutely. Exit preparation isn’t about selling tomorrow — it’s about building a business that’s worth more whether you sell in 2 years or 20. The same things that make a company attractive to a buyer (clean financials, strong margins, reliable operations) are the same things that make it more profitable and easier to run day-to-day. Every improvement we make benefits you now AND at exit.

Ideally, 12-24 months before you go to market. That gives us time to clean up financials, normalize EBITDA, fix any operational issues that would come up in due diligence, and demonstrate consistent performance trends. Companies that rush to market typically leave 20-30% of their value on the table. We’ve seen it from the buyer’s side hundreds of times.

Cash-basis accounting can be wildly misleading for home services companies — a big job payment hits one month while the costs were spread across three months, making your P&L look like a rollercoaster. Accrual-basis accounting matches revenue with the period it was earned and expenses with when they were incurred, giving you a true picture of profitability by month, by department, and by service line.

Yes — this is one of our core capabilities. We reconcile ServiceTitan job data with QuickBooks financials so your operational metrics (revenue per tech, close rates, average ticket) connect directly to your financial statements. Most contractors have a goldmine of data in ServiceTitan that never makes it into their financial story. We fix that.