For Commercial HVAC & Mechanical Contractors

We Price Your Jobs to Win and Profit.

You Run the Crews.

Project costing, percentage-of-completion accounting, materials & equipment tracking, and custom software built for commercial HVAC, refrigeration and mechanical contractors. We've operated this business. We know where the profit leaks.

Serving HVAC contractors across Canada and the United States
Schedule a Profitability Analysis
RTUs, chillers, VRFs? Every unit, coil, and accessory tracked to the line
Long install timelines? POC revenue recognition done right
Bidding blind on margins? Know your true cost before you submit
Equipment-heavy jobs? Asset tracking, depreciation, and ROI clarity
Progress billing chaos? Bill on real completion, not guesswork
Crews crossing borders? Multi-state and cross-border payroll handled
Books always behind? Precision bookkeeping, closed on time
Need custom tools? We build the financial software that doesn't exist
RTUs, chillers, VRFs? Every unit, coil, and accessory tracked to the line
Long install timelines? POC revenue recognition done right
Bidding blind on margins? Know your true cost before you submit
Equipment-heavy jobs? Asset tracking, depreciation, and ROI clarity
Progress billing chaos? Bill on real completion, not guesswork
Crews crossing borders? Multi-state and cross-border payroll handled
Books always behind? Precision bookkeeping, closed on time
Need custom tools? We build the financial software that doesn't exist

The CPA Who Built HVAC Software
Because We've Run These Jobs Ourselves.

01
HVAC Operator Experience
We've priced commercial mechanical jobs, managed install crews, fought with equipment lead times, and reconciled change orders. We understand HVAC because we've operated in it.
02
POC Accounting Expertise
Multi-month installs need percentage-of-completion accounting. Most CPAs avoid it. We do it right—WIP schedules, over/underbilling, cost-to-complete, GAAP-compliant statements.
03
Custom Financial Software
CRISP for project costing. TRACE for field progress. QBO Satellite for inventory intelligence. Production-grade software built for the way HVAC contractors actually work.

Built for Commercial HVAC Contractors

01
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Project Costing & Bidding
Know your true cost before you submit the bid.
Equipment, ductwork, refrigerant, controls, labour by trade, subcontractors, lifts, freight, overhead. We build a costing engine that prices every job to win AND to profit. No more "we got the job but lost money."
02
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POC Revenue Recognition
Multi-month installs, recognized correctly under GAAP.
Percentage-of-completion accounting, WIP schedules, cost-to-complete tracking, overbilling/underbilling reconciliation. Your revenue matches reality, your cash flow stays predictable, and your statements pass any audit.
03
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Materials & Equipment Tracking
RTUs, chillers, VRFs, accessories—tracked to the unit.
Equipment-heavy jobs require equipment-grade tracking. Serial numbers, lead times, vendor terms, on-site vs warehouse, install vs spare. Never lose track of a $40k unit again.
04
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Daily Margin Tracking
Know your job margin today, not when the project closes.
We forecast project profitability at bid, then monitor it daily. Labour overruns, scope creep, change orders, equipment substitutions—you'll see margin slipping while there's still time to course-correct.
05
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Multi-State Crew Payroll
Crews crossing borders, paid right, every time.
Travelling install crews trigger multi-state nexus, multi-jurisdiction payroll taxes, and cross-border compliance headaches. We handle wages, deductions, remittances and compliance across every state and province your crews work in.
06
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Cost & Vendor Intelligence
Every dollar to suppliers audited. Every purchase tracked.
Price history per supplier, cost creep detection, vendor classification, purchase order tracking. Your equipment and materials margin stays protected even when supplier prices move every quarter.
07
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Field Progress Tracking
Real-time visibility from the rooftop to the office.
TRACE puts a custom mobile checklist in your foreman's hand. Real-time sync, completion tracking, progress dashboard. Bill milestones on actual completion—not on what someone thinks happened last week.
08
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Dedicated Bookkeeping
Your books closed on time, every month, audit-ready.
Every transaction categorized, every account reconciled, every month closed on time. WIP, retainage, change orders, deposits—we know how HVAC books should look. Always audit-ready, always decision-ready.
09
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Tax & Cross-Border Compliance
Multi-state and Canada-USA complexity, handled.
Cross-border operations, multi-state nexus from travelling crews, sales/use tax on equipment, corporate and personal tax strategy. We navigate the compliance maze so you stay focused on jobs.

Software Built for HVAC Contractors. Live in Production.

Built in-house. Deployed for real HVAC contractors. Designed to solve problems that QuickBooks can't.

Live System
CRISP
Cost, Revenue & Inventory Strategy Planner

End-to-end project costing and bid analysis for commercial HVAC. Compare pricing scenarios, forecast profitability, and decide before you commit.

Multi-Scenario Bidding
Project Financial Modeling
Equipment Database
Proposal Generator
Version Control
Materials Database
Crew Planning
Pull Sheet System
Value: Know your true margin before you bid. Eliminate bid-room guesswork forever.
Live System
TRACE
Task Recording & Completion Evaluator

Field inspection and progress tracking from the rooftop. Real-time visibility into install progress from anywhere. Know exactly where every unit stands.

Real-Time Sync
Custom Task Checklists
Mobile-First Design
Progress Dashboard
Completion Tracking
Multi-Site Support
Clean Interface
Crew-Friendly UX
Value: Track install progress in real-time. Bill milestones on actual completion.
Live System
QBO Satellite
QuickBooks Online Enhancement Tools

Inventory intelligence that QuickBooks can't provide. Track equipment, refrigerant, parts and consumables for control. Never run out of critical materials mid-job.

Inventory Categorization
Critical Item Tracking
Qty on Hand Calculations
Reorder Point Alerts
Vendor Classification
Purchase History
Cost Trend Monitoring
QBO Integration
Value: Turn inventory from liability into strategic asset. Never stockout on critical equipment.

Built for the Mechanical Trades

If your business installs, services or integrates mechanical systems on commercial sites—we're built for you.

Commercial HVAC
Commercial HVAC Installers
Multi-month installs, equipment-heavy jobs, progress billing, change orders. You need POC accounting and real-time job margin visibility.
  • RTU, chiller, VRF, AHU project costing
  • POC revenue recognition and WIP schedules
  • Equipment lead-time and serial tracking
  • Real-time field progress tracking
  • Multi-state crew payroll and compliance
Refrigeration & Mechanical
Refrigeration, MEP & Mechanical Contractors
Specialty refrigeration, mechanical-electrical-plumbing, controls integration. Complex BOMs, complex billing, complex margins. We build the systems to manage all of it.
  • Multi-trade project costing and tracking
  • Materials and consumables intelligence
  • Vendor cost monitoring and price history
  • Cross-border and multi-jurisdiction tax
  • Custom dashboards built for your workflow

Not Your Typical CPA Firm

01
Precision
Books closed on time, every month. WIP and retainage handled correctly.
02
Proposals
We partner on bids. Know your margin before you submit.
03
Performance
Project-level profitability tracking. See what's working, what's not.
04
Purchasing
Equipment, materials and vendor intelligence built in.
05
Payroll
Multi-state and cross-border crew payroll. Nexus handled.
06
Partnership
Daily finance partner. Not quarterly check-ins—daily ops support.

Let's Talk Job Margins

60-minute consultation. No pitch. Just analysis.

We'll review one of your recent commercial jobs together, identify where margin leaked, and show you what a custom costing system would have done for that bid.

Request Consultation