Your business is generating revenue. It should be generating wealth.
The Blind Spot
You know how to hire good techs. You know how to price a job. You know how to get five-star reviews and keep the trucks running.
But when it comes to your financials?
Most owners are working with numbers they can't fully trust, reports they can't fully use, and no real visibility into which part of their business is actually driving profit.
You can't coach what you can't measure. You can't grow what you can't see. And you definitely can't sell it for what it's worth if the numbers don't tell the right story.
Pricing
Engagements are priced by company size and complexity. If you're not sure which level fits, that's what the Discovery Call is for.
Most owners start at Foundation and move through the levels as their business grows and their goals come into focus. You don't have to figure out where you'll end up — you just have to start.
The Roadmap
No obligation, no pressure. We learn where you are, what's not working, and whether we're the right fit for each other.
We configure the right level for your business and handle the numbers from here. No more guessing. No more stale reports you don't trust.
Every month you get clear reporting and two advisory calls so you know what's working, what isn't, and what to do next. Growth and Exit Command clients also get a live KPI view so the most important numbers are never more than a glance away.
Client Results
“Olga was one of the most critical components of a successful sale — she assembled our data and presented it to the buyer in the most advantageous light, and worked directly with their accounting team to keep the numbers clear. Most importantly, NextStage advocated for our position and helped us reach a sale amount we felt was fair.”
“They took our books from a mess to board-ready. They led weekly team calls, delivered job-level cost tracking, tracked commissions, and gave us numbers we could trust — NextStage was our whole accounting department from staff to controller.”
“NextStage Advisory helped us create more structure in our billing department and month-end close, as well as manage audits. If you're looking for a great company to help your finance team scale and be more effective, I would highly recommend working with Olga and her team.”
“NextStage has been extremely helpful in managing our company's financial statements and accounting processes. We have three entities with many shared expenses, so having someone who is meticulous and diligent is a must. Olga proactively identifies issues and suggests quick recommendations on ways to make things more efficient.”
“NextStage worked to scale our accounting structure, conduct a corporate multi-year audit and build out HR/Finance functionality. Olga brought a wealth of knowledge to the table and helped us persevere through a variety of growing pains.”
Book a Call
See exactly where your financials stand — and what it would take to maximize your multiple.
FAQ
We track five KPIs built specifically for HVAC operators — break-even revenue, 60-day cash forecast, department profitability by service line, technician utilization, and revenue mix by service type. Growth and Exit Command clients get full visibility every month.
That's exactly why Foundation exists. We clean everything up first — no judgment. You can't make good decisions on bad numbers, and that's where we start.
Earlier than you think. Most owners who get top-dollar valuations started preparing two to four years before they actually sold. If exit is anywhere on your horizon, the sooner your financials start telling the right story, the better the outcome.