Financial Clarity for Home Services Businesses
Specialized fractional CFO services for HVAC, plumbing, electrical, and restoration companies. Your team knows the business—but do they know how to leverage AI-powered tools for technician profitability analysis, seasonal planning, and predictive cash flow? We bridge that gap.
Industries We Serve
HVAC
Heating, cooling, and ventilation
Plumbing
Residential and commercial plumbing
Electrical
Electrical contractors and services
Restoration
Water, fire, and mold remediation
The Finance Skills Gap in Home Services
Traditional finance teams struggle to leverage AI and modern tools for service business analytics. Here's what we see:
Seasonal planning relies on guesswork
Your finance team forecasts seasonal cash needs manually. AI-powered tools could predict slow months, reserve needs, and growth investment timing.
Technician profitability is invisible
Some techs generate great margins, others don't—but your team doesn't have AI analytics to see the difference or optimize pricing by technician/service type.
Service vs. Install margins are unclear
Maintenance contracts, service calls, and installations have different economics. Modern tools could automate this analysis, but your team hasn't adopted them.
Fleet decisions lack financial clarity
Buy or lease? Repair or replace? These six-figure decisions are made without AI-powered asset utilization and cost analysis.
Billing and collections are manual and slow
Insurance billing, invoicing, and collections processes are outdated. Modern tools and automation could accelerate cash flow.
Cash flow gaps create constant stress
Materials upfront, labor ongoing, payment later. Your team doesn't have AI cash flow forecasting to predict and manage timing mismatches.
How We Help Home Services Companies
We modernize your finance operations by elevating your team's capabilities with AI-powered analytics, automation, and strategic guidance.
AI-Powered Seasonal Planning
- AI-driven 12-month cash flow forecasting
- Automated seasonal reserve target analysis
- Predictive slow season planning
- Growth investment timing with forecasts
Finance Team Modernization
- Training on AI analytics and modern tools
- Process automation and workflow optimization
- Modern dashboard and reporting implementation
- Technology stack evaluation and adoption
AI-Enabled Service Profitability
- AI-powered technician profitability tracking
- Automated service vs. install margin analysis
- Maintenance contract ROI analytics
- AI-driven pricing optimization
Smart Fleet & Cash Operations
- Automated vehicle and equipment cost tracking
- AI-powered buy vs. lease analysis
- Asset utilization and replacement optimization
- Automated invoicing, collections, and billing
Industry-Specific Expertise
HVAC
- •AI-powered seasonal planning
- •Maintenance contract ROI analysis
- •Equipment financing optimization
- •Technician efficiency & profitability analytics
Plumbing
- •Service call profitability by technician
- •AI-driven material markup strategy
- •Emergency service pricing optimization
- •Labor cost and apprentice analytics
Electrical
- •AI-powered project vs. service analytics
- •Commercial job costing and margin tracking
- •Permit cost recovery automation
- •Crew profitability and utilization
Restoration
- •AI-enhanced insurance billing optimization
- •Automated job cost tracking
- •Equipment utilization analytics
- •Subcontractor management and payments
Revenue range: $500K - $20M | Employees: 5 - 300
Elevate Your Finance Team
Your team knows the home services business. Let's equip them with modern AI-powered analytics and automation to drive profitability. Schedule a conversation about your finance operations.