Empowering Your Business Financial Future
ServiceTitan + QuickBooks Cleanup
for hvac companies
We help HVAC and service businesses keep their numbers accurate by connecting ServiceTitan (and other field service platforms) to QuickBooks Online.
If your invoices, payments, or job costing isn’t syncing correctly, we can:
Clean up your ServiceTitan → QBO sync
Fix double-posted invoices and payments
Reconcile job costs between systems
Organize your pricebook items and categories
Ensure accurate COGS + materials tracking
Help you understand job profitability
Build clear financial reports from your ServiceTitan data
Whether your setup needs a full cleanup or just ongoing support, we help make your financial systems run smoothly so you can focus on running your business.
About Us
I grew up around the trades. My dad worked in HVAC, and I spent years helping him on service calls, installs, and shop work. I learned early what a long day on the job feels like — crawling through attics, fighting old equipment, tracking down parts, and dealing with the pressure of keeping customers happy.
Working in the field taught me more than tools and equipment. It showed me how hard contractors work, how unpredictable the days can be, and how easy it is for paperwork and bookkeeping to fall behind when you’re busy keeping customers comfortable.
That experience stays with me today. It’s why I built Blue Collar CFO — to give HVAC and service business owners financial clarity from someone who actually understands what the work is like, not just the numbers.
Who we are
At Blue Collar CFO, we believe every hardworking business deserves the financial clarity and confidence usually reserved for big corporations. We’re not your typical accounting firm — we’re built for the trades. From HVAC and plumbing to construction and field services, we help business owners turn their books into powerful tools for growth.
Our team combines real-world accounting expertise with modern tools like QuickBooks Online, ServiceTitan, and data dashboards that translate your numbers into clear, actionable insights. We speak your language — not financial jargon — and we’ll never hand you a spreadsheet without explaining what it means for your bottom line.
Our mission is simple: help blue-collar businesses become more profitable, organized, and future-ready. Whether you’re looking to understand your true job costs, improve cash flow, or plan for expansion, we’re here to be your partner — not just your bookkeeper.
Because at the end of the day, every tool in your shop matters — and your finances should be one of them.
Contact Us
In just half an hour, we’ll dig into your numbers and uncover the small inefficiencies that cost blue-collar businesses thousands every year. Whether you’re running an HVAC crew, a plumbing shop, or another hands-on service company, this no-pressure call gives you clear insight into where your cash flow, pricing, or job costing might be falling short.
You’ll walk away with:
A quick review of your current accounting setup and financial tools
A customized “Profit Leak Report” highlighting missed opportunities
Actionable steps to improve margins and cash flow — immediately