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Acme Mechanical LLC·HVAC·$2-5M Revenue
February 2026
Composite score benchmarked against HVAC contractors in the $2-5M range
Dimension Breakdown
Monthly close is consistent and timely. Reconciliations are current with minimal backlog.
Job costing exists but relies on manual tracking. True job-level profitability is unclear.
Basic financial reports are available but lack the detail needed for confident decision-making.
Significant manual data entry. Processes that should take minutes are taking hours each week.
Some foundational elements are in place, but the business is not yet positioned for a clean exit or capital raise.
Key Observations
Strong books, weak visibility
Your bookkeeping fundamentals are solid, but the financial reports you are getting do not give you the job-level detail you need. You are closing the books every month but not extracting the insights that drive better pricing and staffing decisions.
Job costing is your biggest gap
You are tracking jobs, but not at the level of detail that shows true profitability per job. Without accurate job cost data, you are bidding based on gut feel rather than historical margin data. This is the single highest-value area to fix.
Manual processes are eating your week
Between data entry, invoice processing, and reconciliation, your team is spending 15+ hours per week on tasks that can be automated. That is time they could spend on collections, vendor management, and actually running the business.
Not ready for what is next
Whether you are planning to grow, bring on a partner, or eventually sell, your current financial infrastructure would not hold up to due diligence. Clean books are necessary but not sufficient. You need job-level P&Ls, overhead allocation, and cash flow forecasting.
Recommended Next Steps
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