Accounting System Selection

HVAC Contractor

Time Consuming Bookkeeping

The Situation

  • Large HVAC contractor struggling with antiquated accounting system run on UNIX server
  • Could not export to Excel, create .pdf documents or generate customized reports
  • Difficulty finding qualified candidates or extensive training required for new-hires due to near-proprietary system
  • Field technicians had to phone in credit card payments and handwrite work orders/receipts

The Solution

  • Recommended client convert accounting, dispatch, and job ticketing system to Windows-based solution
  • Coordinated install of new software, pre-training and on site education
  • Add-on to Windows software package allows technicians to handle payments from customer via iPad minis

The Results

  • Windows-based software solution simplified hiring process and increased employee retention
  • Creative financing solution spread payments over 3 year term, matching cost with benefits
  • Tracking profitability by department allows management to better track results
  • 25% anticipated increase in same-day customer payments; 200K less A/R over 1 year

Leading Confidently

means having a plan

Become a Success Story
Recent Articles

How Liquid is the Business?

Liquidity in business has nothing to do with water. It describes how quickly you can sell an asset and convert it into …

Mobile Accounting? It’s Here, Now

This month we’re taking a break from all the PPP and COVID-19 conversations out there. Now that it’s mid-2020, it may be …

Paycheck Protection Program

Two Things You Must Do Now Relating to COVID-19 & PPP

There has been a lot of confusion regarding the Paycheck Protection Plan (PPP) loans program. It was rushed into law and there …