Turn Your HVAC company Into a High-Profit machine in 90 Days.

We install a Financial Operating System that moves HVAC companies from 5% margins toward 25%, reduces payroll to 35%, and eliminates Friday payroll anxiety.

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Works with QuickBooks, ServiceTitan, Housecall Pro, and Jobber.

our approach

HVAC companies scale when the numbers are structured correctly.

We focus on five fundamentals:

  • True fully-loaded labor burden per technician.

  • Revenue and gross profit per truck.

  • Enforced margin standards.

  • Weekly payroll percentage tracking.

  • A rolling 13-week cash forecast.

We install a financial operating structure that makes these metrics visible and actionable.

Decisions are then based on data, not instinct.

The goal is simple: controlled margins, predictable cash flow, and disciplined growth.

The $2 Million Ceiling

Stop wondering if you can afford that next van. We provide the "Green Light" math for every hiring and equipment decision.

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Afraid to hire because the math feels like a guess?

You’re the CEO, not the bookkeeper. We take the financial grunt work off your plate so you can lead your crews.

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Trapped in the office doing $20/hr admin work?

You’re doing the volume, but the cash isn't sticking. We find the "invisible" leaks in your labor and overhead.

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Profitable on paper, but broke in the bank?

The $10M Blueprint

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1: Fully Burdened Labor Matrix

Know exactly what every hour on the clock costs you—down to the penny.

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2: 13-Week Cash Flow Map

A "weather map" for your bank account. See the dips before they hit so you never sweat payroll.

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3: Monthly Growth Strategy

A 60-minute war room session to review your "Revenue per Tech" and "Gross Margin per Job."

Founding Client Install

We only take a small number of installs each quarter.

The system has to be calibrated inside your workflow, not templated and tossed over the wall.

We’re opening 5 founding spots this quarter.

If it’s a fit, we move quickly.

Get Started

Most owners think their $30/hr tech costs them $30/hr. In reality, it’s closer to $50/hr. Download our Fully Burdened Labor Calculator to see your true numbers.

Calculate Your True Labor Cost

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About the Founder

I’m Caelin, and I don’t care about your tax returns as much as I care about your Truck Economics. Finity Financial Group was built for the owner who is tired of "Accountant Speak" and wants a financial partner who understands the chaos of a scaling trades business. I don't just "do the books", I build the map to $10M.