For HVAC, plumbing, and electrical shop owners doing $1–$10M/year in revenue
Shop Owners: Know Exactly Where Your Money’s Going
Book a free Financial Edge Scorecard Call and leave with
3 simple numbers:
True owner pay % and profit %
Cash-gap days from job done to cash in bank
Monthly break-even revenue
So you can price right, stop sweating payroll, and grow without guessing.
Here’s the problem…
You’re running hard, but you still can’t see if the shop is actually winning.
The phones are ringing. Trucks are rolling. Jobs are booked out.
But when it’s time to make real decisions, you’re flying blind:
“Can I afford another tech or truck right now?”
“Why is revenue up but my pay and cash haven’t moved?”
“Which jobs are actually making money?”
Most HVAC, plumbing, and electrical owners were never taught how to run the shop by the numbers. Your books were set up for taxes, not for running a field crew.
So you end up:
Checking yesterday’s bank balance to decide if payroll will clear
Pricing jobs on gut feel instead of proven margins
Reacting to slow seasons instead of planning for them
Cutting your own pay first when cash gets tight
Sound familiar?
That’s the gap the Financial Edge Scorecard is built to close.
Good news: you don’t need more grind. You need a simple system.
Most shop owners are already working 60–70 hours.
The problem isn’t effort. It’s not having a clean way to run the business by the numbers.
That’s what our Financial Edge System is built to do in 3 steps:
1. See the truth
We start with your free Financial Edge Scorecard Call to get your 3 core numbers: owner pay %, cash‑gap days, and monthly break‑even.
You finally see where the money’s really going.
2. Connect & clean up
Next is the Books‑Connected Sprint. In 7 days we connect QBO, banks, and field software, clean up the basics, and deliver your first Executive Financial Edge Report so your numbers match reality.
3. Stay ahead every month
From there, our DFY Bookkeeping for Home Services keeps everything tight: monthly close, clear reports, and a simple scoreboard so you can make decisions with confidence instead of guessing.
That’s the structure owners use to lead with clarity, protect cash, and grow on purpose instead of by accident.
Once your numbers are dialed in, everything gets easier.
Know exactly where you’re going.
Clear revenue and profit targets for the next 12 months
Simple scorecard you can check in minutes, not hours in spreadsheets
Pricing and hiring decisions based on math, not gut feel
A solid financial engine behind the scenes.
QBO, banks, and field software all talking to each other
Clean books closed every month, same way, on time
Cash‑flow and seasonality mapped out so slow months don’t surprise you
Lead like an owner, not a dispatcher
Walk into meetings knowing your numbers cold
Stop reacting to every fire drill and start making proactive moves
Protect your owner pay without starving the business of fuel
What we want every client to say
If we do our job, you’ll say things like this in 90 days (or less).
These are the kinds of outcomes we design for every home‑service client, based on real results from our prior work in other industries.
Our promise to home‑service owners
If we work together, here’s what you can count on.
We exist for one type of business:
HVAC, plumbing, and electrical shops doing $1–$10M/year.
Our promise is simple:
We will set your books up to run the shop, not just file taxes.
You will know your owner pay %, profit %, cash‑gap days, and break‑even and be able to see them in minutes, not hours.
You will have a consistent monthly close and clear reports you actually understand.
You will make pricing, hiring, and truck decisions with numbers, not gut feel or yesterday’s bank balance.
When something’s not clear, we’ll explain it in plain English until it is.
On the Books‑Connected Sprint, if we don’t deliver your first Executive Financial Edge Report within 7 days of your kickoff call (as long as you give us access within 24 hours), we work for free until it’s delivered. No games.
We’d rather keep a small roster of shops we can serve extremely well than a big roster we disappoint.
If that sounds like the kind of financial partner you want in your corner, the next step is simple.