HVAC | Electrical | Plumbing | Other Trades | A Division of CEO Warrior
Χ No financial visibility: Owners rely on bank balances
Χ Hiring, expanding, and pricing without financial clarity
Χ Cash flow surprises during slow seasons & tax season
Χ Inconsistent, messy, or outdated bookkeeping records
Χ Decisions made without reliable data
√ Bookkeeping: transactions, bank & card reconciliation
√ P&L, Balance Sheet & Cash Flow Statement by the 15th
√ Financial system setup: chart of accounts & cleanup
√ 30-minute monthly financial review meeting
√ KPI monitoring: revenue, gross margin, bottom-line
Cleanup & Setup
Establish access, fix discrepancies, analyze chart of accounts
Financial Discovery
Review records, complete reconciliation, set cadence and discuss initial reporting
Reporting & Review
First full reporting cycle, review meeting, KPI Monitoring
Delivered monthly by the 15th
Review meeting each month
Initial engagement term
Contact Accounting Warrior today for a complimentary consultation.
