HVAC, PLUMBING, ELECRTICAL OWNER?
Fix your cash flow and owner pay in 30 minutes.
Free.
Get a free Cash Flow & Pricing Scorecard Call built for $1M–$5M home service shops so you know exactly where your money’s going and
how to keep more of it.
30‑minute Zoom or phone call. No obligation.
The Financial Evolution
Financial consulting & bookkeeping for home services
Backed by BooXkeeping, a national bookkeeping franchise.
What You’ll Walk Away With
In one focused call, we’ll plug your real numbers into a simple scorecard and show you:
True owner pay % and profit %
What you actually keep from every dollar in revenue.
Cash gap days
How long your cash is stuck between doing the work and getting paid.
Monthly break‑even revenue
The number you have to hit before you make a dime.
A Simple Plan
A simple “Fix it alone vs. fix it with us” plan for the next 90 days.
No spreadsheets, no lecture. Just clear numbers and what they mean for your shop.
Book an Appointment
Who This Is For
Owners of HVAC, plumbing, or electrical companies
Doing roughly $1M–$5M a year in revenue
On QuickBooks Online (even if it’s messy)
Bonus if you use ServiceTitan, Housecall Pro, or similar
If you’re tired of guessing off the bank balance and want straight answers, this is for you.
How The Scorecard Call Works
1) Pick a time that works
You’ll hit the calendar, choose a 30‑minute slot, and answer a few quick questions about your shop.
2) We pull your key numbers
On the call, we’ll use your P&L / basic numbers (or estimates) to fill in your scorecard live.
3) You get the plan
We’ll walk you through what your numbers mean, where cash is leaking, and what we’d fix first if we owned your business.
If you want help fixing it, we’ll show you what that looks like. If not, you walk away with clarity and no bill.
Common Questions From Owners
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No catch. You’ll get your three core numbers and break‑even either way. At the end, we’ll tell you what we’d do in your shoes. You decide if you want help or not.
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No. 90% of the time is spent on your numbers and answering your questions. The last few minutes are where we outline options. No hard pitch.
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No. If your books are clean, great. If they’re a mess, we’ll work with what you have. Estimates are fine for a first pass.
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You can:
Take the scorecard and fix things yourself, or
Ask us about the 7‑Day Books‑Connected Sprint if you want us to clean it up and build your first Executive Financial Edge Report for you.
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That’s normal. Most owners we talk to are behind, have changed bookkeepers, or aren’t sure what’s in QuickBooks.
We’ll either work with what you’ve got or use simple estimates for the call so you still get your core numbers: owner pay %, cash gap days, and break‑even.
If you need a deeper cleanup, we’ll tell you exactly what that would look like and you can decide from there. -
No. The Scorecard Call is designed to stand on its own. You’ll leave knowing your key numbers and the first few moves to improve them whether you work with us or not.
If, at the end, you want to see what it would look like to have us handle the books or be your finance partner, we’ll walk through options. A simple “not right now” is totally fine.
Ready To See What Your Numbers Are Really Saying?
We open a limited number of free Scorecard Call slots each week for home service owners. When they’re gone, they’re gone.
30 minutes. No pressure. Real numbers.