Letter to Clients
Your Numbers Should Work as Hard as You Do
You built your company from the truck up. You know every job, every tech, every callback. But when you look at your financials, do they tell you where your profit actually comes from — and where it’s leaking?
That’s the gap we exist to close.
— Matthew Mooney, Senior Partner
Why Profitability Partners Exists
We founded this firm because we saw the same problem over and over: home service companies doing $2M, $5M, even $15M in revenue — with owners who couldn’t answer basic questions about their business. What’s your gross margin on install vs. service? What’s each tech actually producing? If you sold tomorrow, what would you walk away with?
It’s not their fault. The financial services market gives them two options: a bookkeeper who files taxes and runs payroll, or a CPA who shows up once a year. Neither one can sit across the table and say, “Here’s what your numbers mean, and here’s what to do about it.” (See our KPI Dashboard Guide for an example.)
We come from private equity — an industry built on buying businesses, finding the profit buried in the data, and scaling it. Our principals have executed over $2.5 billion in transactions across dozens of industries. We brought that analytical firepower to the trades because we believe the owners who pour concrete, install systems, and keep buildings running deserve the same financial tools that Wall Street uses to build empires.
The Problem We See Every Day
Most HVAC, plumbing, and electrical companies are flying blind financially. The P&L is three months behind. ServiceTitan and QuickBooks don’t agree. Overhead is eating margin and nobody knows where. The owner is the hardest worker in the building — but they’re making decisions on gut feel instead of real data.
The result? Profit margins stuck at 5–8% (use our free margin diagnostic to check yours). Revenue growing but cash shrinking. And when it’s time to sell, the business is worth a fraction of what it should be.
What We Do About It
We become your financial co-pilot. Not a bookkeeper who hands you reports you don’t read — a fractional CFO who digs into your ServiceTitan data, reconciles it against QuickBooks, and shows you exactly where profit is hiding and where it’s leaking.
We build the dashboards, run the analysis, and sit with you monthly to make decisions that move your margins. Our clients typically see 5–12 percentage points of margin improvement within the first year.
for One HVAC Client
Who We Work With
We’re selective about partnerships because we only take clients where we believe we can create real, measurable impact. If any of these describe you, we should talk:
- Growing fast and need financial infrastructure to keep up — you’ve scaled past $2M but your back office is still running like a startup
- Margins are stuck and you don’t know why — revenue looks good but there’s never enough cash at the end of the month
- Planning to sell in the next 1–3 years — and you want to maximize what you walk away with, not leave money on the table for the buyer
- ServiceTitan and QuickBooks don’t match — and you need someone who understands both systems and can build reporting you actually trust
- You want a real financial partner, not just a tax preparer — someone who tells you what to do with the numbers, not just what the numbers are
What Our Clients Say
“Hiring Profitability Partners has been one of the most impactful decisions I’ve made for my business. They quickly built a detailed month-to-month model for our next 12 months. Through our regular deep dives into the numbers, I gained a clear picture of where we were winning and which areas needed focus. While our top line grew 20%, our bottom line more than doubled. I can’t say enough good things about how they’ve optimized my business.”
“We’d been growing for eight years straight but were always tight on cash with 7.5% margins. Profitability Partners found over $3 million in annual overhead we didn’t need—across leases, insurance, software, and team. In six months, we added double-digit percentage points to our EBITDA margin. We’d had a full-time CFO before and didn’t get anywhere close to this level of detail or results.”
“We were losing money in early 2025 and couldn’t figure out where. Profitability Partners broke our financials apart by trade and showed us exactly which business unit was underwater. They identified overhead we didn’t need and operational issues that weren’t showing up on a standard P&L. Within 12 months, we went from negative cash flow to double-digit EBITDA margins—with a clear path to keep growing.”
Ready to See What’s Hiding in Your Numbers?
Book a free consultation with a senior partner. No pitch deck, no pressure — just a conversation about your business and where the opportunity is.