HVAC CFO

Fractional CFO for HVAC Companies

You can run an HVAC company on feel right up until the second location, the fourth crew, and the first cold winter that isn't cold. Then the guessing gets expensive. A fractional CFO turns the guessing into a model — one you can actually plan the year around, weather notwithstanding.

HVAC technician servicing an outdoor unit

Install, service, and maintenance are three economies

Replacement installs are big tickets and lumpy timing. Service is steady margin and repeat customers. Maintenance agreements are the recurring revenue that keeps your techs busy in the shoulder seasons and makes you worth buying someday. They earn money in completely different ways, and a blended P&L hides which one is actually funding the company.

A fractional CFO pulls them apart, so you can put the next dollar into the line that pays — instead of scaling the part of the business that feels busiest.

The numbers behind every hiring and pricing call

Revenue per tech, billable-hour efficiency, average ticket, maintenance-agreement attach rate — these decide whether adding a truck is growth or just a payment. Most HVAC owners add capacity in spring and learn by fall whether the math worked.

We build the unit economics once and keep them current, so the add-a-crew and repricing decisions come with a number attached instead of a gut feeling and a prayer for a hot July.

How Kaizen runs it

You get a senior CFO a few days a month sitting on top of clean, division-costed books. We run a rolling cash forecast tuned to your seasonality, break out margin by install, service, and maintenance, build the per-tech KPIs, and pressure-test labor rates — then hand you the short list of decisions that actually move the year.

It's the difference between running an HVAC company and being the person it happens to. One of those sleeps better in the shoulder season, and it isn't the one flying on vibes.

What's included

Margin broken out by install, service, and maintenance agreement
Per-tech and per-truck KPIs — revenue, billable hours, average ticket
13-week rolling cash forecast tuned to your season
Labor-rate and pricing analysis so the numbers actually work

Maintenance-agreement attach and renewal tracking — your recurring base
Add-a-truck and second-location scenario models
Monthly board-ready KPI and margin pack
Diligence-ready financials for a future sale

Most HVAC companies start with the 1-2-3 CFO™ Reset: Month 1 clean and division-cost the books, Month 2 stand up cash forecasting and KPIs, Month 3 the first real board pack.

Pricing

$4,000–8,000/mosenior CFO, fractional · scoped to divisions and size · no contract

~$200K+/yrwhat a full-time HVAC CFO costs fully loaded, benefits and bonus included

Days, not a hiresenior CFO judgment a few days a month, on top of a real finance team

Decisions with mathadd-a-crew and pricing calls backed by unit economics, not a gut feeling

Straight answers

We already have a bookkeeper. Why a CFO?

Different altitude. A bookkeeper keeps the numbers right; a CFO decides what to do with them — pricing, capacity, seasonal cash, expansion. Many clients keep their bookkeeper and add us on top for the strategy layer.

Can you separate install from service margin?

Yes, and it's usually the first eye-opener. Install, service, and maintenance carry different margins and cash cycles; splitting them shows which one is really driving the business.

What size company is this for?

Usually $3M+ in revenue, or anyone running multiple crews or locations. Under that, a solid bookkeeper and a simple cash forecast is often enough — we'll tell you if that's you.

Do you replace our accounting team?

No — we sit on top of it, or bring our own bookkeeping if you'd rather. The CFO work is judgment and forecasting; it needs clean books underneath, whoever keeps them.

Free 20-minute books assessment

We'll show you the five things we'd fix first in your books — useful whether you hire us, hire someone, or do neither.

Talk to Sales

Or call us directly: +1 786 789 0969