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Free eBook: 5 Financial Strategies For HVAC Companies To Maximize Profits & Cash Flow

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Free eBook: 5 Financial Strategies For HVAC Companies To Maximize Profits & Cash Flow

CFO Advisory - Proactive Support for Growth

Overview

Our CFO Advisory package is built for owners who want more than accurate books — they want visibility into their margins, confidence in their numbers, and strategic guidance to make stronger business decisions. This package combines compliance, reporting, and advanced financial planning, giving you the oversight of a CFO without hiring one full-time.


Whether you’re looking to scale, improve profitability, or strengthen cash flow, this package gives you the tools and insights to keep your business ahead of the curve.

What's Included

This package builds on everything in our Controller Package, including:

  

  • Monthly Transaction Categorization
  • Monthly Account Reconciliation
  • Monthly Financial Reporting
  • Monthly Financial Review
  • Year-End Preparation
  • Sales Tax Filings
  • Accounts Payable Management
  • Accounts Receivable Management
  • Budget Creation
  • Cash Flow Forecasting (Basic)
  • Internal Control & Systems Review
  • KPI Dashboard
  • Financial Statement Analysis
  • Technology Review & Recommendations
  • Quarterly Compliance Review Meetings


CFO Advisory Services :


  • Budgeting & Forecasting Creation of a working budget tied to your goals, plus monthly forecasting for both financial statements and cash flow.
  • Advanced Cash Flow Management Scenario planning that helps you anticipate slow periods, hiring needs, and large purchases.
  • Payroll Allocation Labor costs allocated across jobs, service lines, or departments for accurate profitability reporting. 
  • KPI Dashboard (Advanced) Customized dashboards highlighting the KPIs that matter in your business — from gross margin by project to labor efficiency and overhead recovery. 
  • Industry Benchmarking & Trends Compare your performance against HVAC,      construction, and trades industry benchmarks to see where you’re leading and where you’re lagging. 
  • Project Reporting Detailed project-level reporting so you can see profitability, costs, and progress on each job in real time. This visibility helps you identify which projects are performing well, which need attention, and where adjustments can improve overall margins. 
  • Product/Service Profitability & Pricing Support Identify your most profitable services, evaluate underperformers, and refine pricing to protect margins.      
  • Technology Review & Recommendations Evaluate your current accounting systems and financial tools, recommending improvements that save time and give you cleaner data.

Optional Add-Ons

  • Payroll Services
    For an additional fee, we can manage your payroll-related accounting, ensuring wages and benefits are properly allocated, payroll taxes are recorded accurately, and all reports are filed on time. 
  • Corporate Income Tax Return Preparation
    We prepare and file your corporate tax return (Form 1120, 1120-S, or partnership returns), ensuring compliance while looking for tax-saving opportunities. 
  • Personal Income Tax Return Preparation
    For business owners who want everything handled in one place, we also prepare individual income tax returns, aligning your business and personal tax strategy. 
  • Proactive Tax Planning
    Strategies to reduce your tax burden and keep more money in your business.

Price

Our Controller package starts at $3,500/month.

Final pricing depends on business size, transaction volume, and complexity. We’ll provide a custom quote tailored to your needs.


Add-Ons (priced separately):

  • Payroll Services
  • Corporate Income Tax Return Preparation
  • Personal Income Tax Return Preparation
  • Proactive Tax Planning

Why Choose This Package?

  • Full Financial Partnership – More than compliance — true CFO-level insight without hiring in-house.
  • Forward-Looking Planning – We don’t just tell you where you’ve been; we help you plan where you’re going. 
  • Industry Expertise – We understand project-based businesses, seasonal swings, and the financial challenges of HVAC, trades, and construction. 
  • Scalable & Flexible – Services grow with your business, adapting as your needs change. 
  • Fast Response & Client Care – Guaranteed 24–48 hour response time by phone or email.

Our Service Terms

  • 24-Hour Response Time – Timely, accurate responses to your questions. 
  • No Contract - Cancel Anytime with 30 Days’ Notice – No long-term commitments; just clear, flexible terms.

Get Started

Ready to gain visibility, clarity, and confidence in your numbers? Let Blue Harbor Consulting help you build the financial systems and strategies you need to grow.

📅 Schedule your free consultation today

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