Most home services owners came up through the trades, not the books. You can run a profitable job and still end the month wondering where the cash went — and that gap between “busy” and “actually making money” is where financial management lives.
The articles in this category cover the things we see blow up most often inside HVAC, plumbing, electrical, and roofing businesses: job costing that actually ties back to the P&L, cash flow forecasting when receivables are choppy, labor burden math nobody wants to do, pricing floors that don’t leave margin on the table, and the monthly close discipline that separates a $2M shop from a $20M one. Every piece is written from the seat we sit in — working hands-on with home services contractors as fractional CFOs — not from a textbook.
If you’re trying to get a cleaner read on your numbers, fix a margin that’s been sliding, or just stop flying blind between tax returns, start here.
Honest review of trade associations, conferences, benchmarking tools, coaching, and resources for home services contractors. What's actually worth the investment.
Respectable gross margins and single-digit net profit. Sound familiar? These 7 overhead categories are the most common culprits — and each one...
How rising interest rates and PE consolidation affect home services valuations. Deal multiples, terms, market dynamics, and seller preparation.
A financial operating manual for home services contractors. Five reports, monthly cadence, KPI targets by revenue stage, and the path from $1M...
Buying a home services company is the easy part. Buying the right one at the right price is the hard part. These...
Org chart evolution for home services companies from $2M to $20M revenue. Roles, costs, and what PE buyers expect at each stage.