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    • Fractional CFO Services
    • Accounting & Bookkeeping
    • Systems & CRM Integration
    • Quality of Earnings
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    • Case Studies
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Home » Archives for Hata Advising
  • 13-week cash flow forecast hero graphic showing a weekly cash forecast with collections, disbursements, and ending cash by week.

    The 13-Week Cash Flow Forecast: The One Report That Ends Cash Surprises

    Tags: 13 week cash flow, cash flow, forecasting, home services
  • Hata Advising accounting cleanup case study: opening balances from the 2025 Form 1120-S, reconciled January–July 2026 books, and a 13-week cash forecast.

    From unreliable books to financials the owner could use

  • Reported gross margins of 51 percent in ServiceTitan and 47 percent on the financial statements, a four-percentage-point difference.

    ServiceTitan Job Costing and the Four Point Margin Gap

    Tags: FP&A, home services, job costing, labor burden, ServiceTitan, variance analysis
  • Hata Advising home services case study: gross margin 37% in fiscal 2025 and 52% for the twelve months ended August 31, 2026, up 15 percentage points.

    Gross margin from 37% to 52%, one week at a time

  • Hata Advising: Q4 is budget season. Next year’s profit gets decided now. HVAC profit plan with revenue, gross profit and EBITDA.

    Q4 Means HVAC Budget Planning: What Does That Mean For Your Company?

  • CRM Health: Why Your Job Costing Still Lives In A Spreadsheet

    Tags: CRM, home services, job costing, lead source tracking
  • Owners read the P&L. Lenders and buyers read the balance sheet first. Here is what it tells them, and the six lines to check every month.

    The Balance Sheet Is The Best Financial Statement You Own

    Tags: financial consulting, fractional cfo
  • Dirty books cost you on pricing, cash, taxes, financing, and at exit. What clean books actually mean and how to tell if yours are not.

    Clean Books: What Bad Numbers Actually Cost You

    Tags: accounting & bookkeeping, financial consulting
  • Hata Advising: buying a business, when to acquire and how to integrate.

    Buying a Business: When to Acquire and How to Integrate

    Tags: acquisitions, buying a business, financial consulting, m&a, scaling, small business
  • Hata Advising: quality of earnings before selling your business.

    Quality of Earnings: What a Buyer Digs Into Before They Buy You

    Tags: financial consulting, financial reporting, m&a, quality of earnings, selling a business, small business
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Practical financial support for home services companies.

Hata Advising brings together CFO leadership, accounting and controller support, quality of earnings, and systems integration to help you understand performance and make informed decisions.

Get In Touch With UsGet In Touch With Us

services.

Fractional CFO
Accounting & Bookkeeping
Quality of Earnings
Systems & CRM Integration
Tax Planning & Preparation

get in touch.

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Hata Advising

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