
We help HVAC and other home service companies doing $250k–$3M+ in revenue gain
real financial visibility, eliminate tax surprises, and understand job-level profitability so they can scale profitably.


Our accounting services are designed specifically for HVAC and similar home service businesses that are growing faster than their financial systems.
We help you gain clarity into install vs. service profitability, manage cash flow through seasonal swings, and stay ahead of tax obligations—without spending your nights in QuickBooks.
Schedule a FREE 15-minute meet-and-greet consultation to see whether outsourcing your accounting is the right fit for your business. We’ll review your current setup, identify gaps, and outline next steps. New-client incentives are available for qualifying businesses.
$350
Best for:
All business owners any industry
<$500k revenue
✓ Clean monthly books
✓ Payroll & sales tax oversight
✓ Monthly financial statements
✓ Avoid late fees and compliance issues
✓ Chart of accounts optimization
*Monthly pricing excludes one-time setup ($250–$500) and cleanup ($500–$1,000) fees if required.
$450
Best for:
Owner-operators
~$500k–$1.2M revenue
✓ Clean monthly books
✓ Payroll & sales tax oversight
✓ Monthly financial statements
✓ Avoid late fees and compliance issues
✓ Chart of accounts optimization
*Monthly pricing excludes one-time setup ($250–$500) and cleanup ($500–$1,000) fees if required.
$850
Best for:
Service Companies companies with crew
~$1M–$3M revenue
✓ Everything in Core
✓ Job & service-type profitability
✓ Cash flow visibility
✓ Quarterly tax projections
✓ KPI dashboard + strategy call
*Monthly pricing excludes one-time setup ($250–$500) and cleanup ($500–$1,000) fees if required.
$1,250
Best for:
Multi-crew service companies
$2M–$5M+ revenue
✓ Everything in Pro
✓ Monthly advisory
✓ Forecasting & budgeting
✓ Hiring & expansion modeling
✓ Owner pay optimization
*Monthly pricing excludes one-time setup ($250–$500) and cleanup ($500–$1,000) fees if required.
I’m Ben Riggs, a Texas CPA based in the Dallas–Fort Worth area. I primarily work with HVAC businesses and other home service companies that need more than basic bookkeeping—they need financial clarity they can actually run their business on.
I started this firm to help business owners regain time with their families while continuing to scale with confidence. Too many owners are working long hours while still feeling uncertain about cash flow, profitability, or tax exposure. My goal is to remove that burden by providing clean numbers, standardized processes, and proactive financial support.
While our primary focus is HVAC businesses, we also serve plumbing, electrical, and other home service companies with similar operational complexity.
Important Disclosure: This is not a CPA firm and these services are not regulated by the Texas State Board of Public Accountancy. We provide non-attest accounting services only.


We start with a brief introduction to learn about your business and understand your accounting needs. Following this meeting we will provide an initial quote for your consideration. This initial quote amount is not finalized until we obtain an accurate depictions of your business’ existing accounting volume and needs and for which we may request some additional information.
Depending on the scope of the services you’re business is looking for we may ask a few things from you including, prior bank and credit card statements, QBO accountant access, or a prior year tax return if applicable. Feel free to omit any sensitive information as you feel comfortable. We’re mostly looking at volume and complexity at this stage to address workload requirements and draft a finalized quote.


After receiving access to requested documents we will finalize a proposal to send over to you for your review and E-signature. Upon receiving you signature and payment we are now in business!
We will then follow up with additional instructions to grant the minimally appropriate access to your accounts and accounting software and identify a time for an onboarding meeting in which we can go over more in depth how we can best serve you.
