Do you know what each truck earned after costs last month?
Finity handles your HVAC bookkeeping and builds a truck-by-truck profit picture from job revenue, labor, materials, vehicle costs, and documented overhead allocations. Reliable source data comes first.
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.
When Finity reviews a new client's books, the goal is simple: find the places money is being miscategorized, missed, or misread, and show you the exact dollar value of each.
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.
What changes when the books are actually built for HVAC:
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
Truck-level contribution and estimated operating profit, with labor, material, vehicle costs, and shared overhead shown separately when source data supports it.
Cash Visibility
Source-linked cash balances and receivables visibility with data freshness stated; detailed forecasting is separately scoped.
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.
$497/month covers recurring bookkeeping, company reporting, and a source-supported truck-level profitability view after a separately quoted setup.
Field software compatibility evaluated during setup — not all platforms are verified
The part most bookkeepers skip.
Sorting transactions is not enough to understand truck economics. We bring together each truck's job revenue, direct costs, and a disclosed share of overhead to estimate what it earns, with gaps flagged instead of guessed.
Truck profit after costs
Can you trace each truck's revenue, labor, materials, and vehicle costs to reliable source records?
Fully loaded tech cost
Do you track wages, payroll tax, benefits, truck, fuel, tools, and admin allocation?
Cost allocation readiness
Are shared shop and office costs allocated transparently, with the totals reconciled to your P&L?
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.
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.
I built Finity to help HVAC owners get beyond a company-wide P&L. When jobs, labor, materials and truck costs are mapped properly, the monthly close can show where each truck is contributing and where costs need a closer look. The goal is better financial information before you commit to another hire or truck.
caelin@finityfinancialgroup.comThe setup that finds what your books are hiding. Or it's free.
Every QuickBooks setup is different. Answer 5 questions and get your exact price range in 30 seconds.
Priced to your books, software, and how far behind you are.
Guarantee:We'll find at least 3 places your books are miscategorizing, missing, or misreading money, and show you the dollar value of each. If we can't find three, the session is free.
- ✓Chart of accounts restructured for HVAC
- ✓Approved field software–QuickBooks connection mapped and tested
- ✓Historical cleanup if books are behind (scoped in your quote)
- ✓Bank rules created for recurring transactions
- ✓Jobs, payroll, materials, and truck cost mapping prepared for profitability reports
- ✓Delivery timeline confirmed after your scope call
- ✓Written summary of what was changed and what to watch
Takes 30 seconds. Scope confirmed on a free call.
Monthly bookkeeping and statements, plus estimated truck operating profit after attributable costs and documented overhead allocation when the underlying records support it. Setup is quoted separately.
- ✓Monthly bookkeeping and close
- ✓Truck revenue, direct costs, contribution, and estimated operating profit
- ✓Source-linked cash and receivables visibility
- ✓Monthly video walkthrough with your next steps
- ✓Monthly P&L and Balance Sheet with recorded owner review
30 minutes. No pitch, no pressure. We look at your books and tell you if it makes sense.
“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.
What HVAC owners ask before signing up
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.
How much does it cost?
The Growth Plan is $497 per month for eligible clients. A separate Setup Session prepares the field-service and QuickBooks connection, truck and direct-cost attribution and any contracted cleanup. The five-question form gives a preliminary estimate; we confirm feasibility, scope and the final fee before payment.
What is the setup guarantee?
If Caelin doesn't find at least three places your books are miscategorizing, missing, or misreading money (each with a dollar amount attached), the setup session is free.
Do you work with QuickBooks and field software?
QuickBooks Online is Finity’s accounting foundation. The separately quoted Setup Session evaluates your particular field-service system, plan, API or export access and truck-cost sources, then establishes a validated data mapping where feasible. Monthly support checks the approved workflow; compatibility with every platform is not guaranteed.
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?
The $497/month Growth Plan covers monthly bookkeeping, reconciliations, P&L and Balance Sheet, source-supported estimated truck profitability, cash and standard receivables visibility, and a recorded owner review. Required one-time FSM-to-QuickBooks and cost-attribution setup is quoted separately. Payroll processing, tax filings, collections and comprehensive 13-week forecasting are excluded.
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?
Download the free HVAC Financial Roadmap at finityfinancialgroup.com/roadmap. Three questions, stage-specific PDF in your inbox. When you are ready to fix the books, answer 5 questions at /quote to get a price range in 30 seconds. Then book a free call and Caelin confirms scope before anything is paid.
Your P&L tells you what the company made. Can it tell you what each truck produced?
You don't need to wonder. Get the free roadmap and see your stage in 3 minutes.