How much does HVAC bookkeeping cost?
Ongoing monthly HVAC bookkeeping with Finity is a fixed $497/month. One-time QuickBooks cleanup or setup work is not a flat fee. It is quote-based, priced to your books, your field software, and how far behind you are.
Two costs, two different jobs.
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
- ✓Field software to QuickBooks connection reviewed and fixed
- ✓Historical cleanup if books are behind, scoped in your quote
- ✓Class and job tracking set up by truck
- ✓Payment collected after the scope call, not at booking
Takes 30 seconds. Scope confirmed on a free call.
Covers going forward, not backward. If your books need historical cleanup first, that is scoped through the setup quote above.
- ✓Monthly bookkeeping and close support
- ✓QuickBooks account structure maintained
- ✓Revenue, payroll, and margin review
- ✓13-week cash visibility
- ✓Monthly decision summary with next steps
What actually moves the setup price
Four inputs from the 5-question form at /quote determine the range. No number gets quoted before these are known.
How many bank and card accounts feed the books.
ServiceTitan, Housecall Pro, Jobber, or another platform, and how it currently connects to QuickBooks.
How much historical cleanup is required before the ongoing close can start.
How much class and job tracking needs to be built out by truck.
The quote comes back by email as a price range, not a single number, and a free call confirms exact scope before anything is billed.
$497/month is not built to be the cheapest option.
Finity is not positioned as a low-cost transaction-categorization service. If you are comparing purely on price against a $99/month bookkeeping tool or annual tax-time bookkeeping, Finity is not the right fit.
The rate reflects bookkeeping tied to actual operating decisions: truck-level revenue, loaded labor cost, service vs. install margin, and cash timing before adding capacity, not just a monthly close with no context.
Common questions
How much does HVAC bookkeeping cost with Finity?
Ongoing monthly bookkeeping is a fixed $497/month through the Growth Plan. One-time QuickBooks cleanup or setup work is quote-based rather than a flat fee, since it depends on your chart of accounts, how many months behind you are, and which field service software you run.
Why is setup priced by quote instead of a flat rate?
A shop with a clean QuickBooks file that is one month behind is a different job than one with a year of unreconciled transactions and no class tracking by truck. The 5-question form at /quote captures accounts, field software, months behind, and truck count, and that scope determines the price range before you talk to anyone.
Does the $497/month plan include cleanup of past books?
No. The Growth Plan covers ongoing monthly bookkeeping, QuickBooks account structure, reporting, and cash visibility going forward. Historical cleanup or initial setup is scoped and priced separately through the setup quote, since it is a one-time project rather than a recurring service.
How do I get an exact number for my shop?
Fill out the free HVAC Roadmap to see your financial stage first, or go straight to the 5-question setup quote if you already know your books need cleanup. Setup quotes come back by email with a price range, and a free call confirms scope before anything is billed.
Is there a cheaper option than $497/month?
Finity is not positioned as the lowest-cost transaction-categorization service. The Growth Plan is built for owner-led HVAC shops that want bookkeeping tied to real operating decisions, not just a monthly close with no context. If you only need annual tax-time bookkeeping, Finity is not the right fit.
See your actual number, not a guess.
Answer 5 questions about your books, software, and trucks to get a real setup price range by email.