For HVAC Businesses

HVAC accounting that keeps your business cool all year.

Tax strategy, job costing, and cash-flow planning for HVAC contractors, built around seasonal swings, fleet depreciation, and the deductions your trade earns. You get a dedicated CPA who knows your business all year, not just in April.

Schedule Your Consultationor call (618) 656-6010
Air conditioning condenser unit

Survive the slow season
Cash-flow plans built for your cycle.
3,000+ clients served
Best Accountants, SBM Finalist
AICPA Member Firm
QuickBooks Certified ProAdvisor
Serving clients nationwide
What we solve

The financial traps HVAC contractors hit

The seasonal and job-cost gaps that quietly erode thin margins.

1
Feast-or-famine cash flow
Summer revenue masks the winter shortfall until the bank account runs dry.
2
No job-cost tracking
Every call looks profitable until you actually run the numbers by job and by install.
3
Tech payroll complexity
Overtime, multiple pay rates, and W-2 vs 1099 decisions for installers and technicians.
4
Missed deductions
Refrigerant, parts, uniforms, licensing, and truck expenses left off the return.
What we do

One firm for the whole financial back office.

Four services, one team, one monthly rhythm, all built around how your business actually runs.

Accounting
Job-cost financials you can trust.
Margin per service call and install project
Cash-flow forecasting for the slow season
CFO-level financials and benchmarking

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Bookkeeping
Clean, reconciled books every month.
Revenue tracked by service type
Up-to-date books by the 10th
Audit-ready records year-round

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Managed Payroll
Your techs, paid right, on time.
Overtime & multiple pay rates handled
W-2 / 1099 classification done right
Multi-state crews supported

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Tax
Planning all year, not just April.
Section 179 & 100% bonus depreciation on vans
Entity & QBI strategy
Refrigerant, parts & uniform deductions

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The difference

We do things differently than most accountants.

Most firms are built around volume. File the return, move on, repeat. Here’s what you get with us instead.

What you’re used to
A generalist who ignores your seasonal swings
Every call looks profitable until you run the numbers
Truck and equipment buys with no depreciation timing
Payroll guesswork on overtime and W-2 vs 1099
Refrigerant, parts, and uniforms left off the return
With Thompson Flaherty
A CPA who plans around your peak and off-peak cycles
Job costing that shows margin per call and install
Section 179 & bonus depreciation timed to your fleet
Payroll, overtime, and classification done right
Every trade deduction captured and documented
Getting started

How working together begins

The first call is completely free, with zero pressure and zero obligation. Just a straight, honest read on your business.

01
Free intro call
Tell us about your business and your goals. No pressure and no commitment, just a real conversation.
Step 1
02
We review your numbers
We dig into your books, taxes, and structure, then show you exactly where we can help.
Step 2
03
We take the wheel
We transition your accounts, clean things up, and put reliable systems in place. Fast.
Step 3
04
Year-round partnership
Proactive planning, fast answers, and ongoing advisory. We’re in your corner all year.
Ongoing
The team

Who you’ll work with

You’ll work directly with the same CPA every time, someone who actually knows your numbers, your goals, and your industry.

Tyler Hawkins

Tyler Hawkins, CPA
Senior Certified Public Accountant
Kelly Flaherty

Kelly Flaherty, CPA
Senior Certified Public Accountant
Jim Klostermann

Jim Klostermann
Senior Tax Accountant
Christian Kimble

Christian Kimble, CPA
Certified Public Accountant

Common questions about HVAC accounting

Straight answers about working with us. Anything else? Bring it to the call.

Yes. We’re based in Edwardsville with a Chicago office, and we serve trades businesses across the Metro East, St. Louis, Chicago, and nationwide through virtual CPA services.
Let’s talk
Ready to work with a CPA who actually gets back to you?
Whether it’s your books, payroll, or a real tax plan, let’s talk. The first call is free, with zero pressure.
Schedule Your Consultation

Prefer the phone? (618) 656-6010

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