HVAC Fractional CFO

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by a searcher from Harvard University
in Cambridge, MA, USA

6mos ago

HVAC Fractional CFO

We’re looking for a fractional CFO/CPA to support accounting and reporting for a HVAC company that’s in our portfolio. It’s currently focused on multifamily construction but we’re also building out a services arm. We’re looking for the following in particular: - Reviewing our accounting practices and improving them as needed (incl. implementation in Quickbooks as relevant) - Support with implementation of our project management and service management software (incl. setting up job costing and profitability reporting) - Cash flow projections and management - Tax preparation There are lots of fractional CFOs out there, but we're looking for somebody who has specific experience in HVAC and is familiar with the software/practices in the space. Does anybody know of a person/firm that might be a good fit for this?

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reply by a professional 6mos ago
from Bentley University in Boston, MA, USA

^redacted‌ a good friend owned and operated an HVAC business for some time. He got a lot of value working with this BDR, a firm that specializes in HVAC. You can check them out here. redacted I also run a small managed accounting services firm. We specialize in QBO and work with a wide variety of applications that integrate. Our core service is bookkeeping plus part-time controllership, but we do have several fractional CFOs engaged as well. We don't have specific HVAC experience you are seeking, but we are actively working to crack into the construction industry including HVAC orgs. If you are interested in connecting to discuss further, please drop me an email andy[at]mightyfinancial.com

reply by a searcher 6mos ago
from University of Pennsylvania in San Francisco, CA, USA

I run Buxbaum and we have a dedicated niche serving HVAC and home improvement businesses, specifically around POC accounting with service work. Coming from a background in tech, I'm personally also involved in leveraging automation and S/W integrations in order to keep costs down. Happy to chat and would love to scope this engagement with you. redacted