Contractor Financial Services, a business consulting firm providing accounting and other financial services for contractors, was launched in 1997. Our business consulting services are here to help you make a positive change in your business by assisting with a range of services provided by professionals so you can concentrate on your main business as an HVAC contractor. Our staff includes certified public accounts, a certified valuation analyst and certified fraud examiner who understand the industry-specific financial needs and requirements of your HVAC business. In addition to traditional accounting services, CFS provides industry-specific guidance based on over 40 years in the HVAC sector. Some of the services that we provide include:

  • Accounting Services
  • Monthly Financial Statements
  • Tax Preparation
  • Quarterly Payroll Tax Returns
  • Personal Property Tax Returns
  • Federal and State Income Tax Returns (Business & Individual)
  • Tax Planning
  • Business Valuations, Sale/Purchase of HVAC business
  • Estate Planning Valuations
  • Business Consulting and Business Plans
  • Business Reviews
    • Financial review analysis
    • Trend Analysis (3-5 year review)
    • Comparative HVAC industry ratios
    • Revenue versus Efficiency analysis¬† for Service and Installation Departments
    • Productivity and Labor Efficiency Reviews
  • Growth Forecasting
  • Breakeven Guidelines for Service Department
  • Company-wide Efficiency and Profitability Review
  • Incorporation Services, Company Handbooks and Manuals
  • Fraud Prevention and Detection

Contractor Financial Services can partner with you to provide these services and more, to help your business be the best and most successful it can be. Call us for more information or complete details on the specific services you need.