Financial support for your hvac service & maintenance business.

What will the quieter months require?

Build a cash forecast around seasonal collections, staffing, supplier commitments, debt, and equipment purchases. Review the assumptions as demand changes.

Which services and agreements earn their keep?

Compare service calls, installations, and maintenance agreements with the labor, materials, repeat visits, and future work each requires.

Is another technician or vehicle the right next step?

Compare capacity, ramp-up time, and cash requirements under more than one demand scenario. Improve the flow of job and cost data behind the decision.

Free tools for this kind of decision

Start with the question. Use the model.

These examples show the structure I use to turn operating information into a financial decision. Use the free version yourself or ask me to customize the work around your actual business.

• Technician + Vehicle Decision Model →
• 13-Week Cash Flow Forecast →
• Service Profitability Review →

How I would approach the work.

I start with the decision the owner needs to make, then identify the financial and operating information needed to answer it. I work with the existing bookkeeper, office team, and advisers to connect the records with the way the business actually operates. The result may be a forecast, profitability review, management report, workflow improvement, or training—not a software change for its own sake.

Start with a defined project or ongoing fractional CFO support.

A defined project can cover a profitability review, cash forecast, growth-decision model, reporting redesign, workflow improvement, or another agreed deliverable. Ongoing fractional CFO support starts at $5,000 per month. Project fees are quoted for the agreed scope; the monthly starting price is not a project minimum.

Scope, responsibilities, deliverables, payment terms, and any separate software costs are agreed before work begins.