Empowering Your Business Financial Future
Explore our services
Monthly transaction categorization
Monthly bank & credit card reconciliations
Chart of accounts organization
Basic financial statements (P&L, Balance Sheet)
Email support
QuickBooks Online maintenance
Everything in Growth, plus:
Full ServiceTitan/field software syncing review
Custom financial reporting (COGS breakdown, profitability, trends)
Cash flow forecasting
Budgeting & planning
Monthly strategy meeting
Priority support
Pricing review + profitability analysis
Everything in Starter, plus:
Job costing support (labor, materials, equipment)
Invoicing & payments review for accuracy
Accounts receivable tracking
Accounts payable tracking
Monthly KPI snapshot (revenue, gross margin, expenses)
Quarterly review call
✔ Accurate, tax-ready books
✔ Clean reports you can trust
✔ Proper job costing and COGS
✔ A clear starting point for ongoing monthly bookkeeping
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