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Smart Accounting & CFO Services for HVAC Contractors

You know how to keep homes and businesses comfortable—but when it comes to managing your HVAC company’s finances, things can get heated fast.


Between seasonal fluctuations, expensive equipment, payroll, and tax obligations, keeping your numbers in order might feel like just another job on top of a packed schedule.



That’s where we come in.


At Straight Talk CPAs, we help HVAC contractors take control of their finances—from solo techs to multi-truck operations. Whether you need to reduce tax burdens, smooth out cash flow, or plan for expansion, we’ll help you make sense of your numbers so you can focus on keeping customers cool in the summer and warm in the winter.

The Financial Challenges of Running an HVAC Business

If you’ve been in the HVAC industry long enough, you’ve probably faced one (or all) of these problems:

  • Seasonal Revenue Swings – Summers are busy, winters can slow down. How do you keep money flowing year-round?
  • Expensive Equipment & Repairs – Vans, tools, parts, and HVAC systems cost big money. Replacing a unit unexpectedly can throw off your entire budget.
  • Payroll & Contractor Payments – Balancing full-time techs, part-time help, and subcontractors can be a tax and compliance nightmare.
  • Surprise Tax Bills – You work hard all year, only to get hit with a massive tax bill at the worst time.
  • Pricing & Profitability Struggles – Are you charging enough to cover expenses and still make a profit? Are you tracking your most profitable services?


Sound familiar? You’re not alone. We help HVAC contractors solve these exact problems—without the stress.

How We Help HVAC Businesses Stay  Profitable

We’re not just tax preparers—we’re financial partners dedicated to helping your HVAC business grow.

✅ Smarter Tax Planning – We find every deduction you qualify for—equipment purchases, fuel, uniforms, marketing, and even slow-season expenses—so you keep more of your money.
✅ Cash Flow Management – No more feast-or-famine cycles. We help you set up structured billing, maintenance contracts, and seasonal planning so your cash flow stays steady year-round.
✅ Choosing the Right Business Structure – Should you be an LLC, S-Corp, or something else? We help you choose the most tax-efficient setup for your business.
✅ Payroll & Subcontractor Management – Whether you have full-time employees or 1099 techs, we handle payroll taxes, compliance, and classification so you don’t run into trouble.
✅ Growth & Expansion Planning – Looking to hire more techs, upgrade equipment, or expand into new areas? We create a financial roadmap that helps you scale—without the growing pains.

We handle financial tracking, invoicing, and expense management, so your books are always clean.

Expert financial guidance that goes beyond the numbers, with strategic insights to help your HVAC business thrive.

Year-round tax strategies to reduce your burden, maximize deductions, and plan ahead.

We eliminate tax season stress by ensuring you’re fully compliant and paying the least amount legally possible.

Get the expertise of a CFO without the full-time cost, including cash flow management, pricing strategy, and financial forecasting.

Keep organized, up-to-date records so you’re always audit-ready and have clear financial insights.

Success Stories from HVAC Professionals

Lucas, HVAC Business Owner
Lucas was constantly struggling with cash flow gaps during the winter slow season. We helped him switch to a maintenance contract model, bringing in consistent monthly income—even in the off-season. Result? $32,710 saved in taxes last year.


Mia, HVAC Installation Contractor
Mia’s business grew fast, but she was drowning in tax and payroll compliance issues. We streamlined her financial processes, keeping her compliant across multiple states. Result? $47,960 in tax savings.

Whether you run a small HVAC repair business or a large-scale installation company, we help you build a business that’s profitable and sustainable.

Why HVAC Contractors Trust Straight Talk CPAs

  • We Know the HVAC Industry – We understand your business model, equipment costs, seasonal challenges, and subcontractor payments.
  • Custom Financial Strategies – No cookie-cutter solutions. We tailor financial strategies to fit YOUR business model and growth goals.
  • More Than Just Accounting—We Help You Scale – We don’t just balance books; we help you increase cash flow, optimize pricing, and keep profits high.


It’s time to stop stressing about finances—and start growing your HVAC business with confidence.


Take Control of Your HVAC Business’s Finances Today

Your business deserves more than just a tax preparer—you need a financial partner who helps you stay profitable, pay less in taxes, and grow with confidence.

✔ No more cash flow headaches
✔ No more surprise tax bills
✔ No more stress about payroll or pricing



Schedule a free consultation today and let’s build a financial strategy that keeps your HVAC business thriving—year-round.

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