The Money Diagnostic.

Profit. Cash. Taxes.

Your business is bringing in money. But where is it all going?

You're booked. Your crews are working. The trucks are on the road. Revenue is coming in.

But at the end of the month, you may still be wondering:

Are we actually making enough profit?

Why isn't there more cash left over?

And am I paying more in taxes than I should be?

Those are the three questions The Money Diagnostic is designed to answer.

We Focus on Three Things

Profit analysis for HVAC, plumbing, and electrical business owners reviewing revenue, gross profit, labor costs, overhead, and net profit to understand how profitable their business really is.
Cash flow analysis for HVAC, plumbing, and electrical business owners reviewing accounts receivable, debt, payroll, taxes, owner distributions, and expenses to understand where their money is going.
Tax strategy review for HVAC, plumbing, and electrical business owners reviewing business structure, owner compensation, estimated taxes, deductions, and tax-planning opportunities.

What You’ll Walk Away With

This isn't a generic consultation. We review your numbers before we meet so your time isn't spent explaining your business or walking us through reports.

Your Money Diagnostic includes:

A Financial Review Before We Meet
We review the financial information you provide in advance and identify the areas we want to discuss with you.

A Focused 30-Minute Money Diagnostic Session
We walk through what we found in your Profit, Cash, and Taxes, explain what the numbers are telling us, and answer your questions.

Your Personalized Money Diagnostic Report
You'll receive a written summary of our findings, including what stood out, what needs attention, and the financial priorities we believe you should focus on.

A Recording of Your Session
You'll receive the full recording so you don't have to take notes or try to remember everything we discussed.

You won't leave with more numbers. You'll leave knowing what they mean.

Your ServiceFactor Client Benefit

ServiceFactor's preferred accounting partner.

As a ServiceFactor client, your Money Diagnostic is covered.

This is a private financial review focused on the three areas that decide what you make and what you keep:

Profit. Cash. Taxes.

We work with HVAC, plumbing, and electrical companies every day. You won't spend your session explaining your business to us.

The Money Diagnostic is normally $995. Through our partnership with ServiceFactor, there is no cost to you.