This is a profit driver, not a cost center. For a $10M HVAC company running at 10% margins, getting to 15% puts $500K on the bottom line. Getting to 20% puts $1M. And every extra dollar of EBITDA is worth 4–7x when you eventually sell. So $500K of margin improvement isn’t just $500K/year in your pocket — it’s $2M–$3.5M of enterprise value you’re building. Our engagement costs a fraction of either number.

A full-time CFO costs $200K–$350K+ in salary, benefits, and equity. Most HVAC companies in the $5M–$30M range don’t need someone five days a week — they need 10–20 hours per month of senior financial leadership with deep home services experience. That’s what we deliver, at a fraction of the cost, with industry expertise a generalist hire wouldn’t have.

Not necessarily. If your bookkeeper handles the transactional work well, we layer on top as the strategic finance function. That said, we frequently find that the books we inherit need significant cleanup — cost allocations are wrong, revenue categories don’t match operational reality, and the chart of accounts wasn’t built for the kind of margin analysis we do. Most bookkeepers are good at recording transactions, but they aren’t home services financial specialists — they don’t know what a healthy gross margin looks like by department, how to structure job costing for your trade, or which line items PE buyers scrutinize. We fix the structure, get the books where they need to be, and build the reporting layer on top. If your books need a full overhaul, we can handle both — we also offer HVAC bookkeeping services that pair with our CFO offering.

We typically work with HVAC companies doing $5M–$30M+ in revenue. You’ve outgrown the point where the owner can manage finances by gut feel, but you’re not yet large enough to justify a $300K full-time CFO. That’s our sweet spot.

Yes. We pull operational reporting directly from ServiceTitan and connect it to your financial data in QuickBooks. Tech performance, call center metrics, marketing ROI — we bridge the gap between your field service platform and your financials so you can see which operational decisions actually hit the bottom line.

Most of our engagements run between $4,000–$7,000/month depending on complexity, number of locations, and whether you need us to handle the accounting as well as the strategic CFO work. For context, a full-time CFO costs $250K+ in salary alone. Our clients typically see the engagement pay for itself within the first 90 days through margin improvements that far exceed the monthly fee. We’ll give you a specific quote after the initial call.

Most clients see 2–3 points of margin improvement within the first 90 days — that’s meaningful money on a $5M+ HVAC operation. The full transformation to 20%+ net margins typically takes about 12 months as we work through pricing, comp structure, overhead, and operational changes. But you’ll start seeing the gaps quantified in dollar terms within the first 30 days.

Your CPA handles tax compliance and filing — that’s important work, but it’s backward-looking by nature. We’re forward-looking: margin analysis by department, cash flow forecasting, comp modeling, and exit planning. Think of it this way — your CPA tells you what you owe. We tell you where you’re losing money and how to fix it. We work alongside your CPA, not instead of them.

No. ServiceTitan is our specialty and where we add the most operational value, but we also work with companies on HouseCall Pro, Jobber, FieldEdge, and other platforms. The financial infrastructure we build works regardless of your field service software.

Most of our clients aren’t actively selling. But every change that makes your company more valuable to a buyer — cleaner books, higher margins, better cash flow — also puts more money in your pocket today. We build for both: better operations now and maximum optionality later, whether you sell in 2 years or 20.