Do you know what each truck produced last month?
Most HVAC owners can't answer that. Clean books and financial visibility are two different things. Finity gives owner-led HVAC companies the monthly numbers that actually drive decisions.
Your books close every month. But can they answer the questions that matter?
If your books can't answer those questions, you're getting data entry, not financial visibility.
See which financial stage you're at and get the exact playbook for your operation.
Get the Free RoadmapFinity answers every one of these, every month.
“The only thing I'd really look at was the bank account. I had no idea where the money was going.”
Every month, HVAC owners on Finity get:
Clean Monthly Books
Monthly close, reconciliations, and HVAC-specific chart of accounts. Organized for owners and CPAs to use.
QuickBooks + Field Software Review
Review how invoices, payments, and job activity flow from your field software into QuickBooks.
Truck Economics
Revenue per truck, loaded labor cost, and margin signals tracked monthly so growth decisions are based on numbers.
Cash Visibility
Weekly cash forecast updated before payroll, taxes, and equipment payments hit.
Monthly Owner Review
A monthly video walkthrough on revenue, cash, truck performance, and what to do in the next 30 days. Watch it when it works for you.
Works with your field software
The part most bookkeepers skip.
Sorting expenses into categories is not the same as knowing if your next truck makes money. Finity adds what most bookkeepers skip: what each truck produced, how heavy payroll is running, and whether cash is safe before you add a tech or a truck.
Revenue per truck visibility
Do you know revenue per active truck for the trailing 12 months?
Fully loaded tech cost
Do you track wages, payroll tax, benefits, truck, fuel, tools, and admin allocation?
Cash forecast readiness
Do you have a current 13-week cash forecast used before hiring or adding capacity?
Margin separation
Do you separate service margin from install margin?
Example statuses shown. Your results depend on your answers.
Find out exactly where your HVAC operation stands financially, and get the exact playbook for your stage.
Priced for your setup.
Every QuickBooks setup is different. Answer 4 questions and get your exact price range in 30 seconds.
Priced based on your books and software setup.
- ✓Chart of accounts restructured for HVAC
- ✓Field software to QuickBooks connection reviewed and fixed
- ✓Historical cleanup if books are behind (scoped in your quote)
- ✓Bank rules created for recurring transactions
- ✓Class and job tracking set up by truck
- ✓All work delivered within 5 business days
- ✓Written summary of what was changed and what to watch
Guarantee:If Caelin doesn't find three issues tied to a dollar amount, it's free.
Takes 30 seconds. Scope confirmed on a free call.
Every month: a Loom walkthrough of your numbers, what changed, and what to do next. Not just books closed.
- ✓Monthly bookkeeping and close
- ✓Revenue, payroll, and margin reporting by truck
- ✓Weekly-updated cash visibility
- ✓Monthly video walkthrough with your next steps
- ✓QBO Plus managed through Finity
No commitment. Scope and fit confirmed first.
“Before we started, I was only looking at the bank account. In our first session alone, we found around $3,000 I was losing without realizing it. Working with Finity was one of the best business decisions I made.”
Finity is not a CPA firm and does not provide tax strategy, nexus review, or legal advice.
Common questions
What makes HVAC bookkeeping different from regular bookkeeping?
HVAC shops have operating complexity that generic bookkeeping does not address: field service software, job costing, truck-level revenue tracking, seasonal cash patterns, fully loaded payroll costs, and service-vs-install margin separation. Clean books for an HVAC shop need to connect to those operating layers, not just categorize transactions.
Do you work with QuickBooks and field software?
Yes. QuickBooks Online is the core accounting platform, and Finity reviews how your field service software (ServiceTitan, Housecall Pro, Jobber, or similar) connects to it and whether the financial output is accurate. That review is part of every monthly engagement.
Can you help if my QuickBooks is a mess?
Yes. QuickBooks cleanup is part of what Finity does. Cleanup may include reviewing the chart of accounts, categories, bank feeds, reconciliations, and how field software activity reaches QuickBooks. Initial cleanup may be scoped separately from the ongoing monthly engagement.
Do I still need a CPA?
Yes. Finity does not replace your CPA. Finity keeps the bookkeeping, QuickBooks structure, and monthly financial reporting cleaner so your CPA or tax strategist has better information to work from.
Do you handle payroll, receivables, sales tax, and 1099s?
Growth Plan covers monthly bookkeeping, QuickBooks structure, field software review, cash visibility, and owner reporting. Operations Plan adds payroll support, receivables tracking, sales tax filing, and 1099 filing. Neither plan includes tax strategy, nexus review, or CPA services.
Can't QuickBooks AI just handle bookkeeping automatically now?
QuickBooks AI categorizes transactions. That is genuinely useful, and Finity uses it too. But sorting a part purchase into the right expense bucket is not the same as knowing whether truck #3 is covering its overhead, or why cash is tight when revenue is up, or whether your ServiceTitan data is mapping correctly into QuickBooks before you trust any of the reports. The AI sees money moving. Finity reads what it means for an HVAC business: truck economics, labor burden, field software accuracy, and the monthly Loom walkthrough where those numbers translate into a real decision.
How do I get started?
Start with the free HVAC Financial Roadmap to see where your books stand. When you are ready to fix them, answer 4 questions at finityfinancialgroup.com/quote to get a price range for your setup in 30 seconds. Then book a free call and Caelin will confirm scope before anything is paid.
I'm Caelin.
Most HVAC owners I talk to have the same setup. Books are current. CPA is fine. But they can't tell you what each truck produced last month, or whether the next hire actually makes financial sense.
Their books were closing. Their decisions were guesses. Those are two different things.
My background is in institutional finance. I studied finance at George Washington University and have worked in finance at JPMorgan Chase. Big companies have whole finance teams watching their numbers. HVAC owners running $1–3M businesses deserve the same visibility, not a spreadsheet at tax time. I built Finity to fix that.
caelin@finityfinancialgroup.comFind out exactly where your books stand. For free.
Get your free HVAC financial roadmap. See your financial stage, your biggest gap, and the exact steps to fix it first.