For Commercial HVAC & Mechanical Contractors

We Price Your Jobs to Win and Profit.

You Run the Crews.

Project costing, percentage-of-completion accounting, materials & equipment tracking, and custom software built for commercial HVAC, refrigeration and mechanical contractors. We've operated this business. We know where the profit leaks.

Serving HVAC contractors across Canada and the United States
Schedule a Profitability Analysis
RTUs, chillers, VRFs? Every unit, coil, and accessory tracked to the line
Long install timelines? POC revenue recognition done right
Bidding blind on margins? Know your true cost before you submit
Equipment-heavy jobs? Asset tracking, depreciation, and ROI clarity
Progress billing chaos? Bill on real completion, not guesswork
Crews crossing borders? Multi-state and cross-border payroll handled
Books always behind? Precision bookkeeping, closed on time
Need custom tools? We build the financial software that doesn't exist
RTUs, chillers, VRFs? Every unit, coil, and accessory tracked to the line
Long install timelines? POC revenue recognition done right
Bidding blind on margins? Know your true cost before you submit
Equipment-heavy jobs? Asset tracking, depreciation, and ROI clarity
Progress billing chaos? Bill on real completion, not guesswork
Crews crossing borders? Multi-state and cross-border payroll handled
Books always behind? Precision bookkeeping, closed on time
Need custom tools? We build the financial software that doesn't exist

The CPA Who Built HVAC Software
Because We've Run These Jobs Ourselves.

01
HVAC Operator Experience
We've priced commercial mechanical jobs, managed install crews, fought with equipment lead times, and reconciled change orders. We understand HVAC because we've operated in it.
02
POC Accounting Expertise
Multi-month installs need percentage-of-completion accounting. Most CPAs avoid it. We do it right—WIP schedules, over/underbilling, cost-to-complete, GAAP-compliant statements.
03
Custom Financial Software
Costing engines for the bid room. Field capture for the crew. Progress billing, inventory watch and margin reporting for the office. Production-grade software built for the way mechanical contractors actually work.

Built for Commercial HVAC Contractors

01
+
Project Costing & Bidding
Know your true cost before you submit the bid.
Equipment, ductwork, refrigerant, controls, labour by trade, subcontractors, lifts, freight, overhead. We build a costing engine that prices every job to win AND to profit. No more "we got the job but lost money."
02
+
POC Revenue Recognition
Multi-month installs, recognized correctly under GAAP.
Percentage-of-completion accounting, WIP schedules, cost-to-complete tracking, overbilling/underbilling reconciliation. Your revenue matches reality, your cash flow stays predictable, and your statements pass any audit.
03
+
Materials & Equipment Tracking
RTUs, chillers, VRFs, accessories—tracked to the unit.
Equipment-heavy jobs require equipment-grade tracking. Serial numbers, lead times, vendor terms, on-site vs warehouse, install vs spare. Never lose track of a $40k unit again.
04
+
Daily Margin Tracking
Know your job margin today, not when the project closes.
We forecast project profitability at bid, then monitor it daily. Labour overruns, scope creep, change orders, equipment substitutions—you'll see margin slipping while there's still time to course-correct.
05
+
Multi-State Crew Payroll
Crews crossing borders, paid right, every time.
Travelling install crews trigger multi-state nexus, multi-jurisdiction payroll taxes, and cross-border compliance headaches. We handle wages, deductions, remittances and compliance across every state and province your crews work in.
06
+
Cost & Vendor Intelligence
Every dollar to suppliers audited. Every purchase tracked.
Price history per supplier, cost creep detection, vendor classification, purchase order tracking. Your equipment and materials margin stays protected even when supplier prices move every quarter.
07
+
Field Progress Tracking
Real-time visibility from the rooftop to the office.
We put a custom mobile checklist in your foreman's hand. Real-time sync, completion tracking, progress dashboard. Bill milestones on actual completion—not on what someone thinks happened last week.
08
+
Dedicated Bookkeeping
Your books closed on time, every month, audit-ready.
Every transaction categorized, every account reconciled, every month closed on time. WIP, retainage, change orders, deposits—we know how HVAC books should look. Always audit-ready, always decision-ready.
09
+
Tax & Cross-Border Compliance
Multi-state and Canada-USA complexity, handled.
Cross-border operations, multi-state nexus from travelling crews, sales/use tax on equipment, corporate and personal tax strategy. We navigate the compliance maze so you stay focused on jobs.

We Build the Systems
That Run the Numbers.

Six capabilities we have designed, built and put into production—shaped around how mechanical contractors actually bid, install and bill.

In Production
PRISM
Costing & Scenario Engines

Equipment, ductwork, controls, labour by trade, freight and lifts, broken out and modelled several ways before the bid goes out. Compare approaches and see the margin each one actually produces.

Multi-Scenario Bidding
Labour & Equipment Costing
Margin Forecasting
Proposal Generation
Version History
Crew Planning
The point: You know the margin before you bid, not after you install.
In Production
TERRAIN
Field-to-Finance Capture

Work recorded where it happens, on a phone, by the crew doing it. Guided checklists with photo evidence replace the paperwork that arrives late, incomplete, or not at all.

Mobile-First Capture
Photo Verification
Guided Task Sequences
Live Progress Board
Rework & Exception Tracking
Full Audit Trail
The point: The office stops guessing what the field completed last week.
In Production
CADENCE
Progress Billing & Revenue Recognition

Completed work converted into earned revenue on a defensible basis, then reconciled against what was invoiced and what the ledger says was billed. Percentage-of-completion without the spreadsheet.

Percentage-of-Completion
Earned vs Invoiced vs Billed
WIP Schedules
Over/Under Billing
Retainage & Deposits
Change-Order Control
The point: Revenue lands in the right period and survives an audit.
In Production
SENTINEL
Inventory & Vendor Intelligence

A watch layer over your accounting system for what it tracks badly. Equipment, refrigerant, parts and consumables—with reorder points, supplier price drift, and the quiet cost creep nobody notices until year end.

Reorder Point Alerts
Price Drift Detection
Vendor Classification
Consumption Patterns
Critical Item Tracking
Stock-to-Ledger Tie-Out
The point: Never stock out mid-job, and never lose a unit on the books.
In Production
PANORAMA
Executive & Margin Reporting

The whole company on one screen, explained by job rather than by account. Reads your ledger without ever writing to it, and flags what looks wrong before the month is closed.

Job-Level Margin
Cost Driver Analysis
Close-Quality Checks
Cash & Runway
Bonding & Lender Packages
Read-Only Ledger Sync
The point: You see which job moved the number, not just which account.
In Production
BALANCE
Multi-Entity Close & Reconciliation

Books that agree with each other across every entity you run. A guided month-end close, bank and card reconciliation, and intercompany balances that mirror to the dollar instead of drifting apart.

Guided Month-End Close
Bank & Card Reconciliation
Intercompany Mirror
Payment Batch Matching
Legacy Payroll Conversion
Multi-Entity Consolidation
The point: Close the month on a schedule instead of hunting differences.

Built for the Mechanical Trades

If your business installs, services or integrates mechanical systems on commercial sites—we're built for you.

Commercial HVAC
Commercial HVAC Installers
Multi-month installs, equipment-heavy jobs, progress billing, change orders. You need POC accounting and real-time job margin visibility.
  • RTU, chiller, VRF, AHU project costing
  • POC revenue recognition and WIP schedules
  • Equipment lead-time and serial tracking
  • Real-time field progress tracking
  • Multi-state crew payroll and compliance
Refrigeration & Mechanical
Refrigeration, MEP & Mechanical Contractors
Specialty refrigeration, mechanical-electrical-plumbing, controls integration. Complex BOMs, complex billing, complex margins. We build the systems to manage all of it.
  • Multi-trade project costing and tracking
  • Materials and consumables intelligence
  • Vendor cost monitoring and price history
  • Cross-border and multi-jurisdiction tax
  • Custom dashboards built for your workflow

Not Your Typical CPA Firm

01
Precision
Books closed on time, every month. WIP and retainage handled correctly.
02
Proposals
We partner on bids. Know your margin before you submit.
03
Performance
Project-level profitability tracking. See what's working, what's not.
04
Purchasing
Equipment, materials and vendor intelligence built in.
05
Payroll
Multi-state and cross-border crew payroll. Nexus handled.
06
Partnership
Daily finance partner. Not quarterly check-ins—daily ops support.

Let's Talk Job Margins

60-minute consultation. No pitch. Just analysis.

We'll review one of your recent commercial jobs together, identify where margin leaked, and show you what a custom costing system would have done for that bid.

Request Consultation