Transparent, Flat-Rate Pricing
No unpredictable hourly billing. Just strategic financial clarity designed specifically for growing HVAC contractors in the Los Angeles area.
Introductory Strategy Offers
Not ready for a full monthly commitment? Start with one of our targeted financial check-ups to immediately identify cash leaks and profit opportunities in your operations.
Project Profitability Check
Deep-dive analysis of up to 3 recent HVAC projects to uncover actual vs. estimated costs and pinpoint margin fade.
Claim OfferCash Flow Stress Test
A specialized 30-day forecasting model setup to help you navigate payroll, materials purchasing, and slow-paying general contractors.
Claim OfferOverhead & Markup Audit
We will calculate your exact breakeven point based on Los Angeles operational costs, ensuring your bids are mathematically guaranteed to profit.
Claim OfferMessy Books Rescue Plan
Comprehensive 360-degree diagnostic of your current accounting file with a step-by-step action plan to get tax-ready.
Claim OfferFractional Controller Packages
Scale your construction business with executive-level financial oversight at a fraction of the cost of a full-time hire.
Foundation
Essential financial visibility for growing contractors.
- Monthly Bookkeeping Oversight
- Standard P&L and Balance Sheet
- Basic Cash Flow Tracking
- Quarterly Strategy Call
Growth
Advanced metrics and job costing for serious scale.
- Everything in Foundation
- HVAC Job Costing Analysis
- Weekly Cash Flow Forecasting
- A/R & A/P Management Strategies
- Monthly Controller Video Check-In
Executive
Full suite fractional CFO and Controller partnership.
- Everything in Growth
- WIP (Work in Progress) Reporting
- Custom Financial Dashboards
- Tax Planning Coordination w/ CPA
- Bi-Weekly Strategic Advisory Calls