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CFO Services

Budgeting and Forecasting Services

A marketing and labor budget built around your booking season, checked against real numbers every month instead of forgotten after January.

Built for HVAC, plumbing, electrical, and mechanical contractors running trucks, techs, and service agreements out of QuickBooks Online, ServiceTitan, and Housecall Pro.

What sends contractors looking for this

We set a marketing budget once and never checked what it was actually buying

A shop decides to spend a set dollar amount a month on Google ads and lead services at the start of the year and rarely revisits it once the calls start coming in. Nobody tracks what that spend cost per booked call, or whether the calls it generated were profitable jobs or low-ticket service calls that barely covered the tech's time.

A working budget tracks marketing spend against booked calls and average ticket every month, so you can see whether a dollar spent on leads in June is producing the same return as a dollar spent in November.

Shops that never check cost per booked call commonly keep paying for a lead source that costs 150 dollars a call while a cheaper source sitting unused would produce the same booking for 60 dollars, a gap that adds up to thousands of wasted marketing dollars a year.

We can't tell which crew is actually profitable until the year is over

When labor and overhead are budgeted at the company level instead of by crew, a crew running heavy overtime or high warranty callbacks can be masked by a stronger crew's numbers until the annual results come in worse than expected. Nobody catches the problem crew until the damage is already done.

Budgeting labor cost, overtime, and warranty callbacks by crew, reviewed monthly, surfaces a crew that's running over cost while there's still time to retrain, re-route jobs, or adjust staffing.

A single crew running 10 percent over labor budget for six months without anyone catching it can quietly erase 15,000 to 25,000 dollars of margin that the rest of the shop worked to earn.

How we fix each of those

  1. 01

    A marketing budget tracked against cost per booked call

    We build a monthly marketing budget by lead source and track actual cost per booked call and average ticket from ServiceTitan or Housecall Pro against it, so you can shift dollars toward the sources producing profitable jobs and cut spend on the ones that aren't.

  2. 02

    Labor and overtime budgets tracked by crew, every month

    We build a labor and overtime budget for each crew and compare it to actual payroll and warranty callback cost from ServiceTitan or Housecall Pro every month, flagging any crew running over budget while there's still time to correct it.

Everything included

  • Annual budget by crew, trade, and marketing channel
  • Monthly variance reporting comparing budget to actual
  • Cost per booked call tracked by lead source
  • Labor and overtime tracking by crew
  • Van and equipment purchase planning tied into the budget
  • Year-end reforecast ahead of the next booking season

Contractors who have already done this

Real Google reviews from owners we work with, next to the engagements behind the numbers.

  • Google review

    As a home services company, I feel that High Velocity Accounting has elevated our business to the next level. We are able to dig deeper into our numbers, report accurately and make adjustments where needed. They are very responsive, detail oriented and an extension of our team.

    Cathleen Helin

    Owner, Home Services

    Clovis, CA

  • Case study

    How a Construction Company Cleaned Up Two Years of Books and Financed New Equipment

    Construction · $2.8M - $4.1M annual revenue

    Books brought current
    22 months
    Equipment loan approved
    $680,000
    Read the full breakdown
  • Google review

    I have been so genuinely pleased with High Velocity Accounting's services. I feel I have an extension of our team in Brett and his team. They always make time for my questions and look for strategic ways to build our businesses mutually. I rest easy knowing our books are kept in good order and our taxes are prepared professionally. I never hesitate to recommend this firm to any service business owners looking for professional book keeping and tax services.

    Texas Medley

    Owner, Service Contracting

    Clovis, CA

  • Google review

    We have been using High Velocity Accounting for a couple years now and are so thankful for their service! They are meticulous, thorough, dependable and always ready to deal with a curveball. Kind, patient, gracious. Thank you for your service and the relationship we've developed together.

    Grant Schoenberger

    Client, Trades

    Clovis, CA

  • Google review

    Brett Neal has been our family's accountant for over six years now, because he is the most dependable professional in this business. We started with Brett as two separate single-filers with simple W-2's and quickly graduated to a married couple having multiple types of complicated business/tax filings. Brett took every shift in stride; every transition has been carried out smoothly and without any hiccups. Trust that this is the guy for all your filing, bookkeeping, and financial consulting needs.

    Alyssa Cotrina

    Business Owner, Trades

    Clovis, CA

Talk to a CPA who will actually pick up the phone

Start with a 30-minute consultation at no cost. You will leave it knowing what the work involves, what it costs, and what happens next.