Get your free Game Plan

For HVAC Companies

Know what every HVAC truck made this month.

Profit by truck and tech, monthly books, payroll watched, tax planning and every return for the business and for you, one monthly price.

We'll only use this to reach you about your Game Plan. Privacy policy

Pick a time. There's nothing to prepare and nothing to send us before the call.

Bookkeeping and taxes for HVAC companies with service trucks and install crews. Summer pays for winter, financing and rebates change what each install really kept, and every truck looks busy.

A sample July for an HVAC company: the bank statement, a service ticket, a lender funding statement and a rebate form, six trucks ranked by what they brought in with Truck 6 four days in the shop, memberships counted, the winter set aside from the summer, and the tax number in writing. Every figure is a sample.

Which kind are you?

Building

Home Services

For the owner who pays the cabinet shop before the homeowner pays, and finds out in February what the year made.

The usual year
  1. Jan
  2. Feb
  3. Mar
  4. Apr
  5. May
  6. Jun
  7. Jul
  8. Aug
  9. Sep
  10. Oct
  11. Nov
  12. Dec

With us, every month closes.

Each one lands in your inbox, and four times a year what you owe comes in writing before the federal date.

  1. JanDec closedTax number
  2. FebJan closed
  3. MarFeb closed
  4. AprMar closedTax number
  5. MayApr closed
  6. JunMay closedTax number
  7. JulJun closed
  8. AugJul closed
  9. SepAug closedTax number
  10. OctSep closed
  11. NovOct closed
  12. DecNov closed

June:May closed and tied to the bank.

Every tax return, business and personal, inside the same monthly price.

Watch July close.

We close it and only ask what the books can't answer.

  1. The bank matches the books
  2. Every job coded to its truck
  3. Payroll gets checked
  4. The number, in writing
  5. Rebates: 3 not filed

Bank against books, July

Bank

  • Jul 112,160.00
  • Jul 833,120.00
  • Jul 9(24,960.40)
  • Jul 15(21,400.00)
  • Jul 23(24,960.40)

Books

  • Membership payments12,160.00
  • Lender funding, 3 installs33,120.00
  • Payroll(24,960.40)
  • Equipment supplier(21,400.00)
  • Payroll(24,960.40)

Every account tied. Difference $0.00

May receipts, coded to jobs

Kitchen, Sherman Oaks

Bath, Encino

ADU, Van Nuys

Cabinets$24,000 Tile$3,180 Lumber$6,420 Fixtures$2,760 Windows$8,900

Every May purchase coded to its job

One repair ticket, July

Repair billed$1,450
Parts$610
Parts share42%

Parts came to 42% of this ticket.

Payroll register, July 9

  • OwnerSalaryMatches
  • Techs, 8Hourly, 640.0 hrsMatches
  • InstallerOvertime, 6.5 hrsConfirm
  • OfficeHourly, 76.0 hrsMatches

One overtime line for you to confirm with your provider

Set aside

$31,500

Before the September 15 estimate. Third quarter.

In writing, with the math, in the packet.

Extra work · Kitchen, Sherman Oaks

Extra work billed in May$7,000
Contract price$140,000
Change order in the file you sent usNone on file
Extra work, no change order on file$7,000

Rebates, July

7 of 9 installs, $900 rebate off the price$6,300
4 filed and paid$3,600
3 never filed$2,700
Pacific Standard Advisory

July packet

Closed August 10

  1. Books tied to the bankAll accounts Tied
  2. Every job coded to its truckFinance fees $8,640 booked, 9 installs Coded
  3. Payroll checkedOne overtime line to confirm Checked
  4. Tax number, in writingBefore the September 15 estimate $31,500
  5. Rebates: 3 not filedUtility and manufacturer rebates Flag$2,700
Reviewed and in your inbox, August 10 A couple of quick questions

What you get every month.

Bookkeeping done and tied to the bank every month. Every tax return, business and personal. What you owe, in writing, mid-year and before year end. Payroll watched. Your key numbers every month, against your budget. Every purchase coded to its job.

  • Every truck, every techWhat each truck brought in and kept, every month.
  • Memberships, countedPaid, owed a tune up, or card failed, member by member.
  • Finance fees, per installWhat each install really kept after the lender's cut.
  • Rebates matched, winter plannedEvery rebate matched to its claim. Winter cash set aside in summer.

What we watch every month for HVAC companies

  • Revenue and profit by truck and tech. What each truck brought in and kept, so the slow truck shows up before the season ends.
  • Memberships and service agreements. Who paid, whose card failed and how many tune ups you still owe members who already paid.
  • Financing fees. The lender's cut on every financed install, booked so your install margin is the real one.
  • Utility and manufacturer rebates. Every rebate taken off the price, matched to a filed claim and the check that paid it.
  • Equipment and trucks. Big purchases timed with your tax plan, so a new truck lands in the year it helps most.
  • Summer cash for winter. How much of each busy month to set aside so the slow months are already paid for.

A month, in messages.

What lands in your inbox, so you never have to ask.

Illustration of a typical month

    Job costing: billed against built, per job.

    Work done next to money collected, every job, every month. You see the gap before it is a problem.

    May, percent of each contract

    Kitchen, Sherman Oaks
    Bath, Encino
    ADU, Van Nuys

    Work doneBilled

    Billing stays below the work done on every job

    Memberships, counted

    Paid, owed a tune up, or card failed, member by member.

    • Members who paid in July640 × $19 a month$12,160
    • Spring tune ups done428 of 640428
    • Spring tune ups still owedAlready paid for. Book them before the fall visit.212
    • Card failed, still on member pricing38 more members, not in the 640 · $19 each$722 a month

    Winter gets paid for in July.

    Your own return. Included.

    Your personal return, your spouse's if you file together, and your rentals are inside the monthly fee. We list each one when you sign. It changes only in writing, with 30 days notice.

    • The business return
    • Your personal return
    • Your spouse's, if you file together
    • Your rentals

    Nobody gets fired.

    Your office manager keeps the day to day. We take the month end, the returns and the tax number, and put in writing who does what.

    Your office manager keeps

    • Bills and invoices
    • Deposits and receipts
    • Calls with vendors and clients
    • The day to day

    We take

    • The month end close
    • Job costing
    • Every tax return
    • The tax number, mid-year and before year end

    Every truck, every tech.

    What each truck brought in and kept, every month.

    July

    Revenue by truck

    • Truck 1Installs · 2 techs
      $78,000
    • Truck 2Installs · 2 techs
      $64,000
    • Truck 3Service · 1 tech
      $28,400
    • Truck 4Service · 1 tech
      $24,100
    • Truck 5Service · 1 tech
      $19,940
    • Truck 6Service · 1 tech4 days in the shop
      $13,400
    • Trucks, 8 techs$28,480 average per tech$227,840
    • Memberships$12,160

    July revenue$240,000

    Billed against built, every job, every month.

    Every job, every month: the work done next to the money collected, which is your WIP schedule in plain words, the days your cash carries a supplier, and extra work billed with no change order on file.

    Job

    Kitchen, Sherman Oaks

    Contract $140,000

    Billed against built, May

    Built
    62%
    Billed
    48%

    Built, not yet billed$19,600

    The draw against the cash

    May 1May 15Jun 1Jun 15
    May 6Paid the cabinet shop($24,000) 27 days on your cash Jun 2The draw for that work
    Extra work billed in MayNo change order in the file you sent us. $7,000

    You're the one in the middle.

    This is what a patchwork finance team looks like.

    One department. One monthly price.

    Contractors and home services, starting at $2,500 a month.

    What you need The usual wayA bookkeeper and a CPA Pacific Standard
    Tax planning all yearBilled extra, if anyone does itGeneric advice, so deductions you qualify for get missedCustom strategy for your deductionsCustom deduction strategy
    Your tax number before AprilUsually nobody. You find out in March.April is a surprise billIncluded
    Books closed every monthYour bookkeeper, after the factIncluded
    Business planning and a yearly budgetUsually nobody. The plan lives in your head.Growth runs on a guessIncluded
    Payroll watched every monthUsually nobody. The checks just go out.Included
    Your business and personal returnsYour CPA, once a yearIncluded
    Key numbers against your budgetUsually nobody. No budget to check.Included
    A monthly email of everything we didNobodyIncluded
    Call anytime, no bill for questionsBilled by the hourSo you don't callIncluded
    Every purchase coded to its jobUsually nobody. Parts slip off invoices.Jobs look profitable when they're notIncluded
    What's covered 2 of these 10 All 10 starting at $2,500 a month

    Your price, in writing

    Starting at $2,500/mo

    For contractors and home services.

    Your exact number comes from the free Game Plan call, set for your business.

    The plain terms.

    • One monthly price.Your number is in writing before you owe anything. It changes only in writing, with 30 days notice.
    • First month on your start date, then monthly.Then one monthly price at the start of each month.
    • Cancel anytime and take your books.No contract, no exit fee. Within days you get your complete books, every document, and a handoff call with your next accountant.
    • We do the switch.The 30-Day Switch, done within 30 days of getting access, or your first month is refunded.

    Questions HVAC company owners ask.

    How do you plan cash for the slow season?

    We look at your cash month by month, set a number to hold back from each busy month and track it, so payroll in the slow months is covered before they start.

    How should an HVAC company book membership payments?

    As membership revenue tied to the visits you owe, not lumped in with service calls. We count paid members, tune ups still owed and failed cards every month, so you know what the plan really brings in.

    Why does financing change my install margin?

    The lender pays you less than the price the customer signed for. We book that fee on every financed install, so the job shows what you really kept and your pricing can account for it.

    Do you track utility and manufacturer rebates?

    Yes. Every rebate you took off a customer's price is matched to the claim filed and the payment received. Rebates taken and never filed are flagged every month.

    Questions contractors and home service owners ask.

    Do you code receipts and materials to each job?

    Yes. Every purchase is coded to its job every month, so your profit per job is real and costs you paid for a customer get billed back on the next invoice instead of found at year end.

    Does it work with the software we already use?

    Yes. We connect to your QuickBooks, your payroll in Gusto or ADP and your job software, and each connection stays under your own account.

    How do you handle change orders and draws?

    We work from the books and the files you send us. When extra work is billed on a job with no change order in your file, we flag it with the amount, because no paper usually means no payment. We put each draw next to your cash so you can see how many days you are carrying a supplier before the next draw lands.

    Do you check workers comp class codes on payroll?

    Yes. Every month we check that each employee's comp class code matches the work they do, and we flag anything for you to confirm with your payroll provider.

    What does a home service company get?

    Books closed every month, revenue and profit per truck and per tech, every business and personal tax return we list when you sign, payroll watched and a mid-year projection of what you'll owe. We work with HVAC, plumbing, electrical, roofing, garage door and other home service companies.

    Do you work with pest, pool, landscaping, painting and cleaning companies?

    Yes. Any home service company at $500K to $20M a year that wants to grow. We match every payment, keep your regular customers on today's price and send a mid-year projection of what you'll owe.

    Do you send change orders, manage lien waivers or run the job side?

    No. Your team runs the jobs: change orders, billing the owner, lien waivers, permits, inspections and insurance. We are your finance department. We close your books, cost every job, track billed against earned, watch payroll, file every return and put a mid-year projection of what you'll owe in writing. When the numbers look off, like extra work billed with no change order in the file you sent us, we flag it and tell you what it means for your cash. You decide what to do.

    How much does it cost for a contractor or home service company?

    It starts at $2,500 a month for contractors and home services. Your exact number comes from the free Game Plan call, and it is in writing before you owe anything.

    I already have a bookkeeper and a CPA. Why switch?

    So look, your bookkeeper and your CPA cover 2 of the 10 things on that list, and the other 8 are where the money leaks out. Let's just say two $140 parts a week never make it onto the invoice, that's over $14,000 a year, and nobody's checking for it. We cover all 10 for one monthly price, and on the Game Plan call you'll see what your setup is leaving behind before you owe anything.

    Start with the free Game Plan.

    Twenty minutes on Google Meet, before you pay anything.

    1. Pick a timeOnline, whenever suits you.
    2. Twenty minutesA few questions about how your business is run, in your words.
    3. On the callYou'll know what your setup is leaving behind.

    You talk with our team.

    Get your free Game Plan

    There's nothing to prepare and nothing to send us before the call.

    Rather call? (310) 981-3250 or email info@pacificstandardadvisory.com

    Next IRS date on most owners' calendars: Thu, Oct 15.

    Federal dates. Your plan lists yours.

    Next 6 monthsUpcoming deadlines