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Seasonal cash flow planning, service agreement revenue recognition, job costing per install and service call, subcontractor 1099s, van and equipment tracking, and a live dashboard — so your summer peak doesn't mask a winter cash crisis.
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Turnkey CFO is a bookkeeping firm in Austin, Texas built for how HVAC contractors actually run. We handle seasonal cash flow planning, service agreement revenue, job costing, subcontractor compliance, van and equipment depreciation, and live dashboards that show whether your maintenance agreement program is actually profitable — and we coordinate with your CPA on tax filings.
HVAC books have seasonal swings, service-contract liabilities, and equipment costs most bookkeepers have never touched. If yours doesn't understand deferred revenue on maintenance agreements or seasonal cash planning, your books are lying to you half the year.
Job costing, parts, and crew payroll, always reconciled.
Built for how HVAC contractors actually run — seasonal swings, service agreements, multi-tech crews, and equipment-heavy operations.
Accurate categorization of parts, refrigerant, labor, subcontract costs, overhead, and revenue. Full monthly close with P&L, balance sheet, and commentary that accounts for seasonal swings. See all services
Annual maintenance agreements recognized as revenue monthly as service is performed — not all at sale. Correct deferred revenue liability tracked on the balance sheet so your income statement is accurate year-round, not inflated in Q1.
Service calls, installs, replacements, and commercial jobs tracked separately with materials, labor, and subcontract costs allocated per job. Know which work type has the best margin before you decide where to focus your marketing.
R-410A, R-454B, and commonly stocked parts are inventory assets until used on a job. We track parts as inventory or use a consistent consumption method matched to your QuickBooks setup — so costs land in the right month, not all at purchase.
Weekly or bi-weekly payroll for field techs, install crews, and office staff — correct workers' comp classification per role, commission or spiff tracking if applicable, quarterly 941 reconciliation.
W-9 at first payment, payments tracked against the $600 threshold, 1099-NEC prepared and filed by January 31 — so you're never scrambling in January.
Service vans, install trucks, and major equipment — recovery machines, manifold gauges, vacuum pumps — tracked as fixed assets with correct depreciation schedules, reconciled to your CPA's return categories so every deduction is documented.
Revenue by work type, gross margin by service category, deferred revenue balance, seasonal cash flow forecast, and outstanding receivables — updated monthly so you run the business with real data. Behind after a busy season? We do catch-up bookkeeping too.
Every truck, tech, and job tracked to real margin.
Every client gets a live dashboard built for HVAC operations. Open it any time and see exactly where the business stands — no waiting on a report, no spreadsheet archaeology.
"Phenomenal working with Turnkey CFO — our finances have never been clearer."
Clean monthly close, a live dashboard, and a real read on which work is actually profitable.
We learn your business — van count, tech count, service agreement volume, current software, and where the books are breaking down.
We connect to QuickBooks, clean historical data, and set up job costing and deferred revenue schedules around your service mix.
Monthly close package, seasonal cash forecast, job profitability dashboard, and subcontractor compliance workflows running clean — every month.
Get your instant estimate, then book a 15-minute call to talk through fit and scope. No pressure, no sales pitch.