Back Office Automation & Financial Clarity for Trade Businesses

Your Business
Is Losing Money
Right Now.

Not because you're doing anything wrong. Because no one built the system that captures it. We find it. We fix it. 30 days.

Can you tell me — right now, without asking anyone — what your most profitable job was last month?

$47K Avg. recovered / yr
30 Days to deploy
100% Money-back guarantee
$0 New software required
The Cost of Doing Nothing
Every Month You Wait,
You're Leaving $3,900 on the Table.

That's the average monthly leak for an 8-tech HVAC operation — unbilled labor, mispriced services, manual back-office hours that should be automated. It's not dramatic. It just compounds. $3,900 a month is $47,000 a year. That's a truck. That's two techs. That's yours — if you go get it.

$47K
What We Fix

Six Places Money
Leaves Your Business

Every HVAC and plumbing company at your stage has the same six gaps. We've seen them hundreds of times. We close all of them.

01
Job-Level Profit Visibility
You know revenue. You don't know which jobs made money. We build the system that shows you profit by job, by tech, by service type — in real time, without asking anyone.
Avg. gap: 8–15% of revenue invisible
02
Unbilled Labor Recovery
30–45 minutes per tech per day doesn't get captured. Not because anyone is stealing time. Because the system doesn't catch it. We automate the capture so nothing walks out the door.
8 techs × $150/hr = $78K/yr unrecovered
03
AP & Invoice Automation
Vendor invoices sitting in email for 48 hours. Bills entered manually by someone who has better things to do. We connect inboxes, vendors, and books — payables process themselves.
Avg. time saved: 6–10 hrs/week
04
AR & Collections Flow
Aging receivables cost you cash and attention. Nobody chases them until they're 45 days out. We build the automated follow-up that runs without your team lifting a finger.
Avg. collections cycle cut: 47 days → 19 days
05
Field-to-Office Sync
Job closes in the field. Data sits in a text, a paper ticket, or someone's head for 24–48 hours before it hits the books. We close that gap so information flows the moment the job ends.
Avg. entry lag eliminated: 38 hours → real-time
06
Owner Dashboard & Reporting
Stop asking your bookkeeper for numbers on Friday afternoon. We build a live dashboard — margin by job, cash position, labor efficiency — so you know the business at a glance, every morning.
Time saved: 3–5 hrs/week of owner manual pulls
Why You Can Be Certain This Works
Built by a Former CFO
15 years inside trade businesses — HVAC, plumbing, electrical. Not a tech company that learned your industry last year. Someone who ran the books, managed the ops, and knows exactly where the money disappears.
On Top of What You Have
QuickBooks. ServiceTitan. Jobber. Whatever you're using, we build on it. Nobody learns new software. Nobody changes how they work. The system gets smarter around your team — not the other way around.
You Don't Pay If It Doesn't Work
$18,000 in measurable value in 30 days or we refund every dollar. That's not marketing language. That's the contract. We put it in writing before we start. No negotiation. No fine print.
Real Numbers

What We Find When
We Walk Your Business

These are the findings from HVAC and plumbing companies in the $2M–$12M range. The numbers are specific because the problems are specific.

6-Tech · $2.4M Revenue
$41,200
Found and recovered in year one
$29,400 in unbilled labor — field tickets not captured within 48 hrs
2 service types priced 9.3 points below true breakeven
AP process reduced from 6.5 hrs/week to 22 minutes
Deployed in 28 days · Zero new software · Built on QBO
9-Tech · $4.2M Revenue
$67,800
Found and recovered in year one
$43,100 unbilled labor — dispatch-to-invoice lag averaging 38 hours
Material waste on HVAC installs never captured in job cost
Owner: "First time in 14 years I actually knew where the money was going."
Deployed in 31 days · Integrated with ServiceTitan
12-Tech · $7.1M Revenue
$94,300
Found and recovered in year one
14 hrs/week of manual back-office entry fully automated
Collections cycle: 47 days average → 19 days average
Business appraised 40% higher after financial systems rebuilt
Deployed in 34 days · Full field-to-office sync

Projected benchmarks based on typical findings for companies in this revenue range. Individual results vary.

Still Running the Back Office on Memory and Whoever Has Time?

Most owners say they'll fix it when things slow down. Things don't slow down. The 15-minute call costs nothing. The $47K leak costs everything.

Book the 15-Minute Call Now
The Process

30 Days. Four Phases.
2 Hours of Your Time.

You run the business. We build the system. Here's exactly what happens.

1
Week 1
Audit & Map
We walk your full workflow — field to office. Find every gap, every manual step, every place money leaks. You see the gap analysis before we touch anything. No surprises.
2
Week 2
Build & Connect
We build the automations on top of what you already use. QBO, ServiceTitan, Jobber — we integrate, not replace. Your team keeps working exactly as they always have.
3
Week 3
Test & Validate
Live data runs through the system. We verify every number, every automation, every trigger. You sign off before we flip the switch. Nothing goes live without your approval.
4
Week 4+
Hand Off & Hold
30-minute team walkthrough. We stay on for 30 days post-delivery to make sure everything holds. If anything breaks, we fix it. That's part of the deal.

"I kept waiting for the right time to deal with the back office. There isn't one. You either build the system or you keep running on adrenaline and hoping the numbers work out. We built the system. Now I know."

HVAC Owner · 9 Techs · Phoenix, AZ · $4.2M Revenue
100%
No Risk. Full Stop.
$18,000 in Value
or You Pay Nothing.

If we don't find and fix at least $18,000 in recoverable margin or time savings within 30 days of deployment, we refund every dollar. Not "most of it." Not "we'll talk." Every dollar. No negotiation. No fine print. We built this guarantee because we've done this enough times to be certain of the outcome.

⚑ Every week without this system costs your business an average of $904 in unrecovered margin.
Every Question. Answered Directly.

No Fluff.

Is there a human involved, or is this all AI?
Both — and that distinction matters. The discovery, system design, and oversight are handled by a former CFO with 15 years in trade businesses. The automations we build use AI and software tools to execute repetitive tasks — but a human is accountable for the outcome. You're not buying a bot. You're buying a system built and backed by someone who has run P&Ls for companies exactly like yours.
Do we have to replace our current software?
No. We build on top of what you already use — QuickBooks, ServiceTitan, Jobber, whatever it is. The entire point is to make your existing stack work together instead of requiring you to adopt something new. Your team doesn't learn new software. Your processes don't change. The system gets smarter underneath them.
How much time does this actually take from us?
About 2 hours total over 30 days. One kickoff call to walk the workflow (60 min). One validation sign-off to confirm the numbers (30 min). One handoff walkthrough for the team (30 min). We do everything else. Your team keeps running jobs. Nothing stops.
We're not planning to sell the business anytime soon. Is this still worth it?
Yes — and most of our clients aren't selling either. The financial clarity and automation pay for themselves in recovered margin and saved time regardless of exit plans. The exit value increase is a bonus that comes automatically when you have clean books and documented systems. Whether you sell in 2 years or 20, you're running a better business starting in 30 days.
What exactly does it cost?
$18,000 total — split 50/50. $9,000 at engagement, $9,000 at delivery. If we don't deliver $18,000 in measurable value within 30 days of going live, we refund the full $18,000. Ongoing support starts at $800/month if you want us to maintain and expand the system after delivery. That's optional.
How is this different from just hiring a bookkeeper or part-time CFO?
A bookkeeper records what already happened. A part-time CFO tells you what the numbers mean. We build the system that generates the right numbers automatically and keeps the back office running without ongoing labor. One engagement. Permanent infrastructure. You're not adding headcount — you're replacing manual work with a system that runs itself.
What if I'm already using a system that tracks some of this?
Good — that means we have something to work with. Most owners are already using one or two tools that do pieces of this. What they don't have is the connections between them. Data sitting in ServiceTitan doesn't automatically land in QuickBooks. Job completion in the field doesn't automatically trigger billing. We build the bridges. We don't tear down what's already working.

What Would You Do With
An Extra $47,000?

Because that's what's already yours. You just don't have a system to capture it yet.

15 minutes · No pitch · We'll tell you exactly what we'd find at your company

Book the 15-Minute Call Call Now — (213) 261-0043
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