Financial support for your refrigeration & generator service business.

Does another technician or service vehicle pay off?

Compare loaded labor cost, vehicle and equipment costs, billable capacity, ramp time, parts and direct costs, and the cash needed before the new capacity breaks even.

Which service lines and agreements earn enough?

Separate recurring maintenance, emergency work, repairs, installation, and project work using the labor and delivery costs each type requires.

Can cash support the next stage of growth?

Build a weekly view of expected collections, payroll, parts and supplier payments, debt, capex, and slower-payment scenarios.

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 →
• Service Profitability Review →
• 13-Week Cash Flow Forecast →

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.