Who We Help › Contractors & Trades
Who We HelpBookkeeping for HVAC Companies
HVAC businesses in Florida deal with intense seasonality, service agreement billing, and installation projects that have different accounting treatment. We handle the full financial picture.
Book a Free ConsultationNo obligation · 30-minute call · Federally authorized Enrolled Agent
The Specific Challenges We Solve
Service Agreement Revenue Recognition
HVAC maintenance contracts collect revenue upfront for future services. That's deferred revenue — it needs to be recognized over the service period, not recorded as income the day the check arrives. We handle this correctly so your P&L isn't misleading.
Florida Seasonality and Cash Flow
HVAC demand spikes in summer and slows in winter. We build cash flow projections that show your projected bank balance through the year so you can plan equipment purchases, staffing, and marketing around your actual cash position.
Installation Job Costing
HVAC system installations involve equipment, refrigerant, labor, and often subcontracted electrical or ductwork. We track every cost to the job so you know your actual margin — not just your estimate — when the project closes.
A Bookkeeper Who's Also a Federally authorized Enrolled Agent
Most bookkeepers categorize transactions and hand you a report. Simple Books Now does that — and our Licensed EA can also represent you before the IRS, file your business and personal tax returns, and advise on tax strategy year-round. One firm. No referrals. No gaps.
Ready to Get Your Books in Order?
Book a free 30-minute consultation. She knows the numbers for your type of business and will give you a clear picture of what we can do.
Book a Free ConsultationNo obligation · Flat monthly rates · Federally authorized Enrolled Agent