Cash Flow Forecast

Master Your HVAC Margins with Real-Time Job Costing.

For Los Angeles HVAC contractors who want to stop guessing and start growing. Get precise Cash Flow Forecasts and expert accounting tailored to the unique rhythms of the SoCal climate.

GitHub Open Source
US-Tax Intelligence

The Challenge

Managing HVAC finances shouldn't feel like a guessing game.

Labor & Overhead Creep

Untracked "drive time," unbilled parts, and rising L.A. overhead can eat 15% of your margins before you even finish the first job of the day.

The Shoulder Season Slump

Without precise forecasting, the transition between cooling and heating seasons can leave your bank account dry when you need to stock up on inventory.

Job Costing Blindness

Many owners see cash in the bank and think they're profitable, only to realize too late that their biggest installs are actually losing money on labor.

Professional Financial Intelligence

Strategic oversight that transforms your field data into growth capital.

The Engine

Precision Job Costing & Labor Burden Analysis

Key Forecasts automates the tracking of every technician’s fully burdened rate, material costs, and L.A. specific overhead. Stop guessing your margins and start bidding with the confidence of a seasoned Controller.

Target: 25% Net Margin L.A. Market Expertise

Scale-Ready Reporting

Get financial reports that actually make sense. We provide clear, visual dashboards designed for HVAC owners, making it easy to spot trends, manage debt, and plan for equipment upgrades.

Zero-Stress Transition

We specialize in cleaning up complex books quickly. Whether you're on QuickBooks or ServiceTitan, we sync your data to provide a clear financial baseline in your first 30 days.

Executive-Level Strategy

Gain the insights of a seasoned Financial Controller without the $150k+ salary. We don’t just "do the books"—we provide the strategic foresight needed to scale your HVAC fleet in the competitive Los Angeles market.

  • Proactive Cash Flow Planning.
  • Audit-Ready Financials.

Real-Time HVAC Margin Estimator

See the impact of accurate job costing before you send the quote.

LIVE PREVIEW

1 Enter Job Details

California
[Units] [Ducting] + Add

2 Profitability Analysis

Gross Revenue: $12,500.00
Labor Burden (L.A. Rates): +$4,820.50
Materials & Overhead: +$3,200.00
Net Job Profit: $4,479.50

A Simple Path to Profitability.

1

Comprehensive Financial Audit

We begin by cleaning up your existing books. I'll identify misclassified expenses and unbilled labor to establish a 100% accurate financial baseline for your HVAC operations.

2

Custom HVAC Dashboard Setup

Get real-time visibility. We integrate your field service data into a custom forecasting model that tracks job costing, seasonal cash flow, and L.A.-specific labor burdens.

3

Strategic Advisory & Growth

We meet monthly to review your performance. You get the executive-level oversight of a fractional controller to help you scale your fleet and maximize your net margins.

WATCH: How We Recovered 15% in Lost Margins

Ready to Secure Your Profitability?

Join elite Los Angeles HVAC contractors who use Key Forecasts to scale with confidence and clarity.

✓ 18+ Years of Controller Expertise ✓ Tailored for L.A. Business Regulations ✓ No-Obligation Financial Baseline