Articles & Guides
Practical articles, checklists and guides for home services businesses. For client engagements and results, explore our Case Studies.
The 13-Week Cash Flow Forecast: The One Report That Ends Cash Surprises
Profit is an opinion. Cash is a fact. What a 13-week cash flow forecast is, what goes in it, and the decisions it changes for home services owners.
Q4 Means HVAC Budget Planning: What Does That Mean For Your Company?
Build next year's HVAC budget from calls, conversion rate, close rate, and margin. A worked example connects the service and sales funnels to a 20 percent EBITDA target.
CRM Health: Why Your Job Costing Still Lives In A Spreadsheet
Over the past month I have sat down with 12 different home services companies. Different trades, different sizes, different platforms. Almost every one of them is running good software badly. The CRM schedules the [...]
The Balance Sheet Is The Best Financial Statement You Own
Your balance sheet helps explain where profit went, reveals bookkeeping errors, and shows what lenders and buyers review. Learn six lines to check each month alongside your P&L and cash flow statement.
Clean Books: What Bad Numbers Actually Cost You
Clean books require more than current transactions. Learn what reconciliation should cover, how unreliable numbers affect pricing, cash and financing, and the warning signs that your records need attention.
Buying a Business: When to Acquire and How to Integrate
Thinking about buying a business? Learn when acquisition beats organic growth, what to verify before you buy, and how to integrate the first 100 days.