Institutional Financial Systems for Trades Businesses
We operate as a financial control layer inside your company.
Phase I Financial Reset (90 Days)
We install:
Labor burden framework
Revenue-per-truck targets
Weekly KPI dashboard
13-week rolling cash model
Hiring and capacity thresholds
Outcome:
Clear financial visibility and operational guardrails.
Phase II Ongoing Truck Economics Oversight
Includes:
Monthly truck-level review
Margin analysis
Payroll containment review
Capital allocation modeling
Growth constraint analysis
You gain forward visibility before making hiring or marketing decisions.
Engagement Structure
CORE SYSTEMS
$1,500/month
For HVAC companies between $800K–$1.2M that need clean data and labor clarity.
Includes:
• Accrual-based financials (P&L, Balance Sheet, Cash Flow)
• HVAC-optimized chart of accounts
• Field platform ↔ QuickBooks reconciliation
• Monthly close discipline
• True labor burden per tech
• Cost per billable hour modeling
• Revenue per truck targets
• Monthly review call
DECISION CONTROL
$3,000/month
For HVAC companies scaling past $1M that need weekly visibility.
Includes:
• Everything in Core Systems
• Weekly truck performance dashboard
• Gross margin tracking
• Cash runway visibility
• Hiring timing modeling
• Add-a-truck projections
• Comp plan margin review
• Break-even production analysis
• Monthly strategy session
PRIVATE CFO ACCESS
$7,500/month
For operators pushing toward $3M+ needing embedded financial leadership.
Includes:
• Everything in Decision Control
• Direct advisory access
• Pricing structure review
• Expansion modeling
• Overhead scaling architecture
• Capital allocation planning
• Debt strategy guidance
• Quarterly financial roadmap
All engagements begin with structured qualification. We work only with HVAC companies where financial control will materially improve outcomes.