FINANCIAL EDGE FOR HOME SERVICES
Support for HVAC, plumbing, and electrical shops that want clean numbers, stable cash, and better profit.
Trust Your Numbers
Stop Cash Leaks
Maximize Owner Pay
What We Offer
We help HVAC, plumbing, and electrical owners clean up their books, plug cash leaks, and turn their numbers into a simple plan for higher owner pay.
From a free Money Leaks Scorecard Call to our 7‑day Books‑Connected Sprint, ongoing bookkeeping, and advisory, you get the right level of financial support to run a profitable, well‑run shop.
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– Free 30 minute working session
Who it’s for
HVAC / plumbing / electrical owners doing about $1M–$10M+
Using ServiceTitan (or similar) + QuickBooks
Feel “busy but blind” about money and lead flow
What you getYour #1 revenue leak
Your #1 profit / cash leak
The single highest‑leverage next move to fix it (with or without us)
This is the starting point for everything else.
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– 7‑day intensive to fix the numbers and connect the systems
Who it’s for
Owners on QuickBooks Online + field software
Roughly $1M–$10M+ revenue
Books are “done” but not driving decisions
What you get in 7 days
QBO + banks + field software connected
Clean, standardized chart of accounts for home services
First Financial Edge owner report with:
Owner pay & profit %
Cash gap days
Monthly break‑even revenue
90‑day action list on cash, pricing, and owner pay
Investment: $2,000 flat, paid upfront
Guarantee: If we don’t deliver your first Financial Edge report within 7 days of kickoff (with timely access), we work free until we do. -
– Every 4 weeks: books done, numbers ready, decisions clear
Who it’s for
HVAC / plumbing / electrical owners who’ve completed the Sprint
Want ongoing clarity without doing the books themselves
What’s included (every 4 weeks)
Full close on a 4‑week cadence (13x/year)
Bank / credit reconciliations and adjustments
Standard home‑service reporting package
Owner dashboard: owner pay %, profit %, cash runway, break‑even, basic job‑margin view
One 30‑minute review call per cycle
Typical investment:
Starts around $1,250 per 4 weeks for $1M–$2M shops; higher tiers for larger / multi‑entity shops.
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– 30‑day AI‑driven reactivation sprint
Who it’s for
HVAC / plumbing / electrical shops
On ServiceTitan (or similar)
500+ customers/leads inactive 12+ months with SMS/email consent
Has CSR/closer to handle hot replies
What you get in 30 days
List audit & smart segmentation
AI‑driven SMS/email reactivation campaigns built and run for you
30 days of outreach and follow‑up
Weekly ROI snapshots + final report with “what to fix next”
This is the main “revenue leak” fix for dead lists.
Investment: $3,000 flat, paid upfront
Guarantee: We generate at least 4× our fee in quoted job opportunities in 30 days, or we run a second 30‑day sprint free (with basic conditions). -
– For $2M–$20M owners who want a real finance partner
Monthly or biweekly financial strategy sessions
12‑month rolling forecast & budget
Cash flow modeling by season
Pricing / margin improvement projects
Adapting franchise / brand playbooks to your actual P&L
Built on 14+ years of running numbers for multi‑location operations.
By invite only
Our Process
Book Your Scorecard Call
Answer a few quick questions and we’ll pinpoint your biggest money leaks and first fix in 30 minutes.
Fix the Money Leaks
We help you clean up systems, pricing, and follow-up so more revenue drops to the bottom line.
Build a Profitable Rhythm
Get simple, recurring financial reviews so you always know what’s happening and what to do next.
Who This Is (and isn’t) For
This Call Is For You If:
You run an HVAC / plumbing / electrical shop
You’re doing roughly $1M–$10M+ in revenue
You want to trust your numbers and increase owner pay
It’s Not A Fit If:
You’re pre‑revenue or part‑time
You’re not willing to share basic financial info
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Ready To Find Your Biggest Money Leaks?
We help HVAC, plumbing, and electrical owners clean up their books, plug cash leaks, and turn their numbers into a simple plan for higher owner pay.
From a free Money Leaks Scorecard Call to our 7‑day Books‑Connected Sprint, ongoing bookkeeping, and advisory, you get the right level of financial support to run a profitable, well‑run shop.
Book your free 30‑minute Money Leaks Scorecard Call.
Why Us?We’ve spent the last 30 years helping small businesses clean up their books, stabilize cash flow, and increase owner pay. Now we’re focused on home services, starting with HVAC, plumbing, and electrical shops that want a real handle on their numbers.