Welcome To The Blog
Business trends, tips, and advice you can implement today.
Bookkeeper, controller, or fractional CFO: what each does, when to hire a CFO, and the revenue where contractors outgrow their bookkeeper.
How to tell whether your HVAC bookkeeping is any good: four checks, what a trades bookkeeper has to handle, and when you need more than one.
A fractional CFO compares ServiceTitan, Jobber, and Housecall Pro on what matters to your books: job costing, QuickBooks sync, and first-year cost.
A fractional CFO on what a technician really costs, why four billable hours a day is break-even, and how to tell which trucks are making you money.
HVAC profit margins from a CFO who closes the books: 50/30/20 as the target, why your reported gross margin is probably wrong, and margin by department.
Twenty HVAC, plumbing and electrical owners on what AI actually does in their businesses, including the one whose booking rate fell from 85% to under 40% and cost him six figures.




