For established Indiana HVAC companies
Your HVAC company stays busy. But how much money is the business actually keeping?
Service calls and installs do not bring in money the same way. Tech pay, parts, suppliers, and trucks go out on different days. Some customers still owe you after the job is done.
Ramsha Corp puts those records in order and walks through them with the owner or general manager. The first step is a free 30-minute Financial Review. Ongoing help does not start on that call.
Free 30-minute review. You hear the next step before you agree to ongoing help.
Bring these to the review
What did service calls bring in, apart from installs?
What did tech pay, parts, trucks, and fuel cost?
Who still owes you, and what was left after the bills?
Why an owner should care
The work is on the truck and in the house. The decision is whether the company can see the money clearly enough to run the next week. The review looks at whether your records can answer these questions today.
A repair ticket and a system install do not pay the company the same way. The records can list that money apart, so you can see what the service work brought in and what the install work brought in.
Tech wages, office pay, and overtime move with the schedule. Those payroll costs can be listed with your other costs, so a full week and a quiet week are both easy to see.
Supplier bills, equipment for an install, and the fuel that gets the crew to the job are different kinds of spending. Listing them apart shows where the money went.
If those amounts are already in the records, they can show up as money the company is still owed. The review checks whether your records show that. Ramsha does not collect those invoices for you.
A busy week of paid jobs does not always leave the cash sitting there. The records show what came in and what went out. One level of ongoing help adds a 13-week look at the cash coming up, updated monthly, and only when you agree to that help.
Some jobs cover the tech's time and the material. Some do not. When those costs are in the records, a report can show what the job brought in and what it cost. What you can see depends on how complete the records are.
Why Ramsha, without changing what already works
You do not have to switch software to request the review. Tell us what you use now, including QuickBooks, or if you do not use accounting software.
Ramsha Corp already keeps business records current, checks them against the bank, and explains the update in plain language. The same free review is where an HVAC owner or general manager can ask about service calls, installs, payroll, parts, trucks, and money customers still owe.
Coordination with your bookkeeper or CPA is not automatic, and it is not included by default. It is part of the work only when you agree to that engagement. Responsibilities, access, and document handoff are agreed before that work starts. Keeping the records and preparing the tax return stay separate.
Ramsha treats your financial information as confidential. Before sending sensitive records, ask us to confirm how documents are shared, stored, and accessed.
What the help can include
The free review comes first. After it, the next step may be ongoing help with the records, a separate cleanup of older months, separate tax help, or no change.
Service-call money and install money listed apart, when your records are set up that way
Bank and card accounts checked against those records
A regular update of what came in, what went out, and what was left
A snapshot of what the company owns and what it owes, including amounts the records already show as owed by customers
A short scheduled call each month on the monthly level of help
A 13-week look at upcoming cash, updated monthly, only when that level of help is agreed
Older months entered as a separate cleanup job, when the records are behind
A person you can ask about the update you received
What happens after you request the review
01
Your name, the company, email, phone, and what you want help with. It takes a few minutes.
02
You talk about the jobs, the software you use, and the question that is stuck. Ongoing help does not start on this call.
03
Ongoing help, a separate cleanup, separate tax help, or no change. You agree before any of that work starts.
04
Deposits and bills are kept current, checked against the bank, and you get a regular update of what came in, what went out, and what was left.
If the records are behind
When deposits, supplier bills, or job costs from past months were never entered, ongoing help may wait until those months are cleaned up. That cleanup is its own job because it depends on how many months are open and how complete the paperwork is.
Preparing the business tax return stays separate. If you want the return prepared, or help planning for taxes during the year, the review confirms the records, the deadline, and the help available before that work is agreed. This page does not promise a lower tax bill.
Questions owners ask
This page describes record-keeping, regular updates, cleanup of older months, and separate tax help Ramsha already offers. It is general information, not tax, legal, or accounting advice, and it does not promise a financial result.
Start with the records you have
Request a free 30-minute Financial Review. We will look at service calls, installs, payroll, parts, trucks, what customers still owe, and what was left after the bills.
