Tailored Services
NextStage Advisory specializes in providing HVAC businesses with the financial clarity they need to grow, increase profits, and prepare for a successful exit. We understand the unique challenges HVAC owners face—from managing emergency jobs to coordinating techs and suppliers. Our expert accounting services deliver real-time financial insights, helping you track profit margins, control costs, and make data-driven decisions that fuel growth.
We work with your existing software and processes to ensure you’re maximizing efficiency and profitability. Our services include detailed profitability analysis (service vs. equipment), cash flow management, revenue tracking (maintenance vs. repair), and Seller’s Discretionary Earnings (SDE) calculations. With us, you’ll always be prepared for due diligence and ready to achieve a higher valuation when it’s time to sell.
Monthly Books
Are you on top of all of the behind-the-scenes cash flows processes that a business needs to handle? Customer payment follow up, payroll, health benefits costs, vendor payments, cash management, employee expense reimbursements, spend controls, the list goes on. As your one-stop shop for daily accounting process management, NextStage Advisory has got your business covered so nothing slips through the cracks.
Our financial services include:
- Customer Billing
- Vendor Payments
- General Bookkeeping
- Employee Expense Reimbursements
- Payroll/Benefits Management
Financial Analysis
HVAC companies have many decisions to make, it’s best to do it with data.
Our analysis services include:
- Profitability Analysis (Service vs. Equipment)
- Cash Flow Management
- Job Costing and Tech Cost Analysis
- Revenue Tracking (Maintenance vs Repair)
- Marketing ROI
- Customer Lifetime Value
- Seller’s Discretionary Earnings (SDE) Calculation
- Exit Planning and Due Diligence Preparation
- Financial Strategy and Decision Support
Sales Tax
We know you love doing your taxes, but NextStage is happy to lighten the load of monthly sales tax filings when you get bored. We work with reputable tax firms to perform an analysis of your sales tax obligations and manage the filings from there. And while we wouldn’t wish a sales tax audit on even our worst enemy, we understand the process and are happy to assist you along the way.
Our tax services include:
- Monthly Sales Tax Filings
- Sales Tax Audit Management
- Federal and State Income/Franchise Tax Filings
- Tax Incentives/Credits Applications (R&D, Job Creation, Energy, etc,)
Software Implementations
Does your business have the right accounting software to stay on track? Knowing which software you need and how to use it is crucial to having a successful business. We have the experience necessary to help your team set up accounting software that integrates with banks, credit cards, analytics tools, billing systems and vendor payment solutions, to save you time and money.
In addition to helping you set up the proper software, we can also help you select and negotiate pricing on the most cost effective software for your business. The correct software will not only reduce manual errors, but will also allow your business to scale without hiring more people. Let us be your geek squad–we have the experience to handle financial system related integrations.