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Get in touchGet in touch
  • Home
  • Services
    • Fractional CFO Services
    • Accounting & Bookkeeping
    • Systems & CRM Integration
    • Quality of Earnings
    • Tax Planning & Preparation
  • Team
  • Resources
    • Articles & Guides
    • Case Studies
  • Contact
    • General Inquiry
    • Request a QoE
  • Reviews

Case Studies.

Home » Case Studies
  • 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

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.

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Tax Planning & Preparation

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