Site map
Every page, in one list
167 pages, grouped so you can find what you need fast. Search engines read the XML version.
Start here
The pages most people read first.
Services
The finance work we do each month.
- All services
- A roofing CFO who checks the job made money before the crew leaves town
- An electrician CFO who makes sure the bid covered the truck, not just the wire
- A fractional CFO for contractors who need the job numbers to make sense
- An HVAC CFO who knows what a busy July costs you in January
- Outsourced CFO services, without a full-time salary
- A fractional CFO for the part of the job you actually need
- A virtual finance department you can open before breakfast
- A part-time CFO for owners who wear too many hats
- CFO advisory for the decisions that actually move money
- Monthly bookkeeping, closed by the 10th
- Catch-up bookkeeping for months or years behind
- QuickBooks Online cleanup and diagnostic
- Financial reporting that answers questions
- Automatic receipt reading with human review
Industries
How we handle the books for specific kinds of businesses.
- All industries
- Virtual CFO for restaurants and food trucks
- Virtual CFO for construction and contractors
- Virtual CFO for ecommerce and online sellers
- Virtual CFO for real estate investors
- Virtual CFO for medical and dental practices
- Virtual CFO for agencies and consultants
- Virtual CFO for CrossFit gyms and boutique fitness studios
- Virtual CFO for HVAC contractors
- Virtual CFO for plumbing, electrical, landscaping, pest control and handyman businesses
- Virtual CFO for commercial cleaning and janitorial companies
- Virtual CFO for professional service firms
Places we work
City and state bookkeeping pages.
- All locations
- Bookkeeping services for Austin small businesses
- Bookkeeping services for Nashville small businesses
- Bookkeeping services for Tampa small businesses
- Bookkeeping services for Denver small businesses
- Bookkeeping services for Dallas small businesses
- Bookkeeping services for Houston small businesses
- Bookkeeping services for San Antonio small businesses
- Bookkeeping services for Fort Worth small businesses
- Bookkeeping services for Midland small businesses
- Bookkeeping services for Odessa small businesses
Answers
Straight answers to the questions owners ask us most.
- All answers
- What is a good profit margin for an HVAC business?
- How much should an HVAC company charge per hour?
- How do I manage HVAC cash flow in the slow season?
- How much does a fractional CFO cost?
- What does a fractional CFO do?
- When should I hire a CFO?
- What is the difference between a fractional CFO and a controller?
- How much does a bookkeeper cost per month?
- What is the difference between a bookkeeper and an accountant?
- How do I catch up a year of bookkeeping?
- Is QuickBooks enough without a bookkeeper?
- How long should a monthly close take?
- Should I use cash or accrual accounting?
- What does a bookkeeper need from me each month?
- Do I need a bookkeeper for my small business?
- How do you price a roofing job?
- How do you calculate overhead and profit in roofing?
- What KPIs should a roofing company track?
- How do you bid electrical jobs?
- What markup should an electrical contractor use?
- What should an electrician charge per hour?
- How do you price HVAC jobs?
- What markup should HVAC companies use on parts and equipment?
- Is flat rate pricing better than hourly for HVAC?
- What goes in an HVAC business plan?
- What KPIs should an HVAC company track?
- How does job costing work for an HVAC company?
- How should I price HVAC maintenance agreements?
- How do you grow an HVAC business?
- What is a good profit margin for a contractor?
- What is a good profit margin for a plumbing business?
- How much should a plumbing company charge per hour?
- What is a good profit margin for an electrical contractor?
- What is a good profit margin for a roofing company?
- What is a good profit margin for a landscaping business?
- What is labor burden rate and how do you calculate it?
- How do contractors manage cash flow?
- How do you calculate break-even for a small business?
- What is the difference between a CFO, a controller and a bookkeeper?
Guides and lessons
Step-by-step guides and short lessons.
- All guide libraries
- Accounting guide library
- QuickBooks guide library
- Catch-up bookkeeping guide library
- Learning center
- Debits and credits, explained without the jargon
- Cash vs accrual accounting: which one should you use?
- How to read a profit and loss statement
- Building a chart of accounts you will actually use
- Bank reconciliation, step by step
- The accounts receivable workflow that gets you paid
- A bill-pay workflow you can run in 20 minutes a week
- How to reconcile business credit cards cleanly
- Recording payroll so your labor cost is actually right
- Sales tax bookkeeping: collect it, hold it, remit it
- Fixed assets and depreciation without the headache
- Inventory and cost of goods sold, step by step
- Connecting QuickBooks Online safely
- Fixing an Undeposited Funds balance that never clears
- Bank rules: how to automate coding without creating a mess
- Reconciling accounts so your books can be trusted
- How catch-up bookkeeping actually works
- What catch-up bookkeeping costs, and why quotes vary
- How far back should catch-up bookkeeping go?
- A month-end close checklist you can actually run
- Why profitable businesses run out of cash
- Separating business and personal money
- Tracking contractors for 1099s all year long
Numbers and benchmarks
The measures we watch and what good looks like.
- All KPIs
- Ecommerce KPIs that come straight out of your books
- Construction and trades KPIs built from job-level books
- Agency and professional services KPIs from the books up
- Short-term rental KPIs measured per unit, per month
- Trucking KPIs built on a real cost per mile
- Appointment business KPIs measured per service hour
- Benchmarks
- Resource hub
Blog
Longer reads on HVAC money decisions, cash flow, profit and KPIs.
- All posts
- Virtual CFO for HVAC: What It Does and What It Costs
- When Should an HVAC Company Hire Another Technician?
- When Should an HVAC Company Buy Another Truck?
- How Profitable Should an HVAC Company Be?
- What Is a Good HVAC Gross Margin?
- How Much Should an HVAC Owner Pay Himself?
- 10 HVAC KPIs Every Owner Should Track
- HVAC Gross Margin Explained: Targets by Job Type
- HVAC Payroll Percentage: Target and How to Fix It
- HVAC Revenue Per Technician: How to Calculate It
- HVAC Profitability: Where the Money Leaks
- What Belongs on an HVAC Financial Dashboard
- HVAC Cash Flow Management: The Owner's Guide
- How Much Working Capital Does an HVAC Company Need?
- HVAC Business Financing: Options and What Lenders Want
- How Much Cash Should an HVAC Company Keep?
- HVAC Financial Management: A Month-to-Month Guide
- How to Build an HVAC Budget for the Year
- HVAC Financial Forecasting: Cash and Revenue
- Growing an HVAC Business Without Running Out of Cash
- What Is an HVAC Business Worth? A Simple Guide
- What Is a Virtual CFO? A Plain-English Guide
- Cash Flow Management for Small Business Owners
- Financial Forecasting for Small Business, Made Simple
- Business KPIs Owners Should Actually Watch
- Financial Dashboards for Small Business Owners
- How to Improve Business Profitability, Step by Step
- Small Business Finance Basics Every Owner Should Know
- How Much Do Bookkeeping Services Cost in 2026?
- What Is Included in Bookkeeping Services?
- Catch Up Bookkeeping: How to Fix Months of Messy Books
- Outsourced Bookkeeping vs Hiring In House
- Automated Bookkeeping Best Practices for Small Businesses
The fine print
Policies and legal pages.