HVAC bookkeeping built for owners who need cleaner numbers.
Finity helps owner-led HVAC shops turn monthly bookkeeping into cleaner financial visibility, stronger cash control, and better decisions before adding more capacity.
Answer a few quick questions and get your HVAC financial stage by email before booking a call.
For owner-led residential HVAC shops that want their books to tell them something useful.
Generic bookkeeping does not show you if the next truck makes sense.
HVAC owners do not just need transactions categorized. They need books that connect to actual operating decisions.
When the books do not connect to these decisions, you are not getting bookkeeping. You are getting data entry. Cleaning up the QuickBooks layer is part of how that changes. For a closer look at the QBO side specifically, see QuickBooks for HVAC companies.
What HVAC bookkeeping includes with Finity
One monthly engagement that covers bookkeeping, QuickBooks structure, software review, and cash visibility together.
- ✓Monthly bookkeeping and close support
- ✓QuickBooks Online cleanup and account structure
- ✓Monthly validation of approved FSM-to-QuickBooks data flow
- ✓Compatibility verified by platform, plan and available job/cost data
- ✓Truck contribution and estimated operating profit after costs where data supports it
- ✓Truck-by-truck contribution and estimated allocated operating profit, where supported by data
- ✓Source-linked cash and receivables visibility
- ✓Monthly decision summary with next steps
An initial separately quoted Setup Session establishes the accounting/field-software connection, truck/job attribution, and labor/material cost mapping needed for reliable ongoing reporting.
Your field software and QuickBooks need to agree.
Most HVAC businesses run through ServiceTitan, Housecall Pro, Jobber, or another field service platform. The financial reports are only useful if invoices, payments, revenue, customer activity, and job information flow into QuickBooks Online correctly.
When field software and QuickBooks do not agree, you get revenue that does not reconcile, job costs that are missing, and reports that do not reflect what is actually happening.
Finity reviews the connection between your field software and QuickBooks and helps make sure the numbers that come out are worth acting on.
Bookkeeping should help answer truck-level questions.
Clean books should make it possible to answer the questions that drive real capacity decisions: whether a truck is covering its overhead, what a technician actually costs loaded, and where the margin goes before you add another.
If your current bookkeeping cannot surface these answers, the close is happening every month but the work stops short of being useful.
Built for owner-led HVAC shops.
Finity is built for a specific operator. Not every HVAC shop is the right fit.
Built for you YES
- +Owner-led residential HVAC companies where the owner is still the primary decision-maker
- +Owners with maintained books that are not useful for operating decisions
- +Shops with unclear P&L, cash visibility, payroll visibility, or monthly close
- +Owners using QuickBooks Online, even if the setup needs cleanup
- +Shops where field software invoices and payments are not reconciling cleanly
- +Owners who want bookkeeping tied to actual decisions, not just tax-time cleanup
Not a fit NO
- -Under $500K or pre-revenue
- -Over $5M with internal finance already in place
- -Owners looking only for annual tax-time bookkeeping with no monthly close
- -Owners looking for the lowest-cost transaction categorization service
- -PE-backed or roll-up with central finance
Finity works remotely with HVAC owners across the United States.
This is not basic data entry.
Finity is not positioned as a low-cost transaction-categorization service. It is for HVAC owners who want clean books plus financial decision support, not just a monthly close with no context.
- -Not tax-time bookkeeping with no operating layer
- -Not generic reports with no interpretation
- -Not software setup without financial context
- -Not a replacement for a CPA or tax advisor
Finity coordinates with tax professionals where appropriate. We handle bookkeeping and operating financial support. Your CPA handles tax compliance, filings, and advisory.
One-time review or monthly HVAC bookkeeping support.
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 FSM-to-QBO connection validated and mapped
- ✓Historical cleanup for the period included in your written quote
- ✓Bank rules created for recurring transactions
- ✓Truck/job, employee labor and direct cost mapping tested in setup
- ✓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.
Fixed monthly rate. Initial cleanup or setup may be scoped separately.
- ✓Monthly bookkeeping and close support
- ✓Monthly QBO bookkeeping, reconciliation, P&L and Balance Sheet
- ✓Truck contribution and estimated operating profit after costs where data supports it
- ✓Source-linked cash and receivables visibility
- ✓Monthly decision summary with next steps
Common questions
What makes HVAC bookkeeping different from regular bookkeeping?
HVAC businesses have operating complexity that generic bookkeeping does not address: field service software, job costing, truck-level revenue tracking, seasonal cash patterns, payroll with fully loaded tech 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 Online?
Yes. QuickBooks Online is the primary platform Finity works with. That includes account structure cleanup, chart of accounts review, and connecting QBO to field service software workflows.
Can you help if we use ServiceTitan, Housecall Pro, or Jobber?
Yes. ServiceTitan, Housecall Pro, and Jobber are the field service platforms Finity most commonly works with. Part of the engagement involves reviewing how your field software connects to QuickBooks and whether the financial output is accurate.
Do you replace my CPA?
No. Finity handles bookkeeping and operating financial support. Tax compliance, filings, and advisory remain with your CPA. Finity coordinates with tax professionals where appropriate and can help make sure the books handed off to your CPA are clean.
Is this only for companies adding another truck?
No, though that is a common moment. Finity works with HVAC owners who want cleaner books and better financial visibility for any capacity or hiring decision, including adding techs, crews, or locations. The free HVAC Roadmap is the starting point, but the engagement covers the full operating picture.
Do you work remotely?
Yes. Finity works remotely with HVAC owners across the United States. The engagement runs entirely online: calls, shared documents, and secure bookkeeping access.
How do I get started?
Start with the free HVAC Roadmap to see your exact financial stage. If it makes sense to talk further, book a free call, or go straight to a setup quote if your QuickBooks needs cleanup now.
Start with the numbers before adding more capacity.
Use the free HVAC Roadmap to see whether your business is financially ready for the next truck, tech, crew, or location.