Financial advisory and accounting for HVAC businesses ready to SCALE smart

WE KEEP YOUR NUMBERS CLEAN AND YOUR STRATEGY SHARP SO EVERY DECISION BUILDS TOWARD SOMETHING BIGGER.

HVAC COMPANY ACCOUNTING AND FINANCIAL ADVISORY

Clean books are just THE START

Clean books and stress-free tax season matter, but they won't grow your business. To scale sustainably, you need financial advisors who'll tell you whether that new van pays for itself, if your pricing leaves money on the table, and which service lines deserve more investment. We show you the path from "making good revenue" to actually keeping it.

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Revenue doesn’t mean PROFIT,
and profit doesn’t mean CASH.

You're running jobs, managing crews, and handling customer calls. Business is booming, and you're finally hitting the 7- and 8- figure revenue numbers you worked so hard for. But also:

You’re making six figures a month, but payroll still makes you nervous.
You're not sure if last month's big job made or lost money.
Pricing feels like educated guessing.
Your "profitable" P&L doesn't explain why the bank account is always tight.
You're choosing between hiring that next tech or replacing a van in your fleet, with nothing but a hunch to guide you.

You don’t need to work longer hours or chase more leads. You've got a financial clarity problem, and no amount of hustle fixes bad visibility.

That’s where we come in. We fix this stuff for a living, and we’re pretty dang good at it.

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Our HVAC accounting services

Everything you NEED, all under one roof

At 7- and 8- figures in revenue, you need reliable bookkeeping, smart tax planning, and strategic advisory to scale your HVAC business. But piecing that together from multiple professionals? That's where things fall apart.

WE HANDLE EVERYTHING

Advisory that drives decisions

Benchmarking, cash flow forecasting, profitability insights, and clear answers to even the most confusing "what if?".

Accurate bookkeeping and accounting controllership

Job costing, reconciliations, and financial reports you can easily understand.

Year-round tax planning

A proactive strategy that keeps more money in your pocket come April.

We're the team that helps you figure out what happens next, not just what happened last month. And of course, when it comes to accounting for HVAC companies, we know the industry inside out.

SEE OUR SERVICES

CORE ACCOUNTING ⬦ CONTROLLERSHIP ⬦ ADVISORY ⬦ TAX PREP & PLANNING ⬦

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Therapeutic Tax Solutions got my highly neglected bookkeeping for my business in order and did several years of business and personal tax returns for me.

I am very impressed by their client portal, from the easy accessibility for uploading documents to the chat features. Their communication is impeccable! Alicia creates wonderful, easy-to-understand presentations and even videos to explain everything. I was updated consistently throughout the process.

Chad and Alicia even went the extra mile to find over $10,000 in tax credits! I used to use chain tax services and never trusted that they were done correctly. I am so glad to have found TTS to review and correct everything and ensure my finances are up to date and organized. Highly recommend! Well worth it.

- ELIZABETH BRADY

JUST DO IT; YOU’LL WISH YOU WOULD HAVE SOONER!

Just do it and you'll wish you would have sooner! My business grew to the point that I no longer could manage my finances by myself. I was nervous to turn it over and hesitant to spend the money but Alicia has been amazing and her services are worth every penny! I haven't worried about anything since I started working with her and that peace of mind is priceless. Not to mention, all the time I saved not trying to tackle this myself. I wish I hired her sooner.

THE LOOP SPEECH, LANGUAGE, AND LEARNING – JESSICA WACKER

ALICIA & CHAD HAVE BEEN A KEY PART OF MY SUCCESS AS A BUSINESS OWNER.

Alicia and Chad are the hallmark leaders in the business. I'm able to focus on my work with clients rather than worrying about accounting and taxes. I am grateful for the ongoing improvement Alicia has done based on feedback and the maintenance of quality support. Their patience, support, information and resources are incredible. I trust them with my funds and my (oftentimes ridiculous) questions. Running your own business can get overwhelming; but Alicia & Chad have made this seamless and possible! The kind and accurate support for people who aren't money savvy...priceless

ENCOURAGE COUNSELING - LAURIE MARCELLIN

ALICIA AND HER TEAM ARE FANTASTIC!

Alicia and her team are fantastic! Responsive, detail-oriented and really on top of things- there's so much comfort in knowing that you have this amount of support in an area that needs so much attention to detail!

KAREN CONLON – COHESIVE THERAPY

THERAPEUTIC TAX SOLUTIONS HAS BEEN INSTRUMENTAL IN GETTING THE BUSINESS SIDE OF MY PRACTICE MORE ORGANIZED THAN EVER BEFORE

Therapeutic Tax Solutions has been instrumental in getting the business side of my practice more organized than ever before, so that I can focus more time and energy on taking care of my clients. Alicia and her team are very professional, prompt, straightforward, and provide a service that is top notch. The result has been beautiful books, as well the ability to increase my revenue by being more organized and helping more people in the time I have saved!

LAKESIDE THERAPY – JESSICA JEREMIAH

I HIGHLY RECOMMEND ALICIA AT THERAPEUTIC TAX SOLUTIONS!

I highly recommend Alicia at Therapeutic Tax Solutions! She and her team have helped me to organize my business financially so that we can continue to grow in a way that is sustainable for many years to come. Alicia willingly answers my questions and provides a level of service that is individualized and personal.

KID CONNECTIONS LLC – SHANNA KLUMP

What our clients say about our financial advisory & HVAC bookkeeping services

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Your HVAC accounting experts

The finance team that was
built for HVAC

We're a specialized accounting and advisory firm that only works with HVAC contractors because generic accounting advice doesn't cut it when you're managing crews, job costs, and seasonal cash flow swings.

Founded by Alicia Bishop, an accountant who got tired of seeing the same pattern over and over: great HVAC operations with zero financial visibility, stuck guessing at pricing, and hoping payroll clears.

So she built a firm that speaks HVAC. Now, our skilled team analyzes job profitability, forecasts cash flow through slow seasons, and answers important questions like whether you can afford that hire or if your pricing covers costs.

At TTS, we translate your numbers into decisions you can make with confidence.

GET TO KNOW US

NOT READY TO HIRE?

WE’VE GOT YOU COVERED.

FOR DIY-ERS

YOU'RE NOT READY FOR FULL-SERVICE SUPPORT BUT NEED HELP GETTING YOUR BOOKS IN ORDER.

We've built guides and trackers to get you started, including our Bookkeeping Tracker, QBO setup guide, 1099 essentials, and common tax deductions.

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RESOURCES

LOOKING FOR THE RIGHT TOOLS TO RUN YOUR HVAC BUSINESS?

Take a look at our curated list of field management software, accounting tools, and resources we trust (and save on subscriptions with our affiliate links).

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