HVAC Company

This company had stagnant sales and an owner who was ready to play a more passive role.

Interior Design Firm case study 1

HVAC Company

This Interior Design Firm Needed a Partner to Stabilize and Monitor Internal Finances

The Client

This Residential HVAC contractor had stagnant revenue and a declining bottom line. After 10 years in business the owner wanted to become more passive in addition to growing the bottom line. The company had tremendous brand loyalty from both their Customers and Employees.

The Challenge

Ownership’s desire was to move the needle from both the topline and bottom line coupled with the desire to be ultimately less involved with the day-to-day activity. We needed to also get all of the various software solutions (QBO, Service Titan, Bill.com) to work together in order to provide timely financial reporting.

The Solution

  • We focused on the drivers of the business and performed more of the activities that led to higher margin sales.
  • We also focused on outsourcing certain aspects of their business.
  • We also performed small changes that lead to big differences, such as an auto attendant to handle overflow instead of a salaried employee

The Client

This Residential HVAC contractor had stagnant revenue and a declining bottom line. After 10 years in business the owner wanted to become more passive in addition to growing the bottom line. The company had tremendous brand loyalty from both their Customers and Employees.

The Challenge

Ownership’s desire was to move the needle from both the topline and bottom line coupled with the desire to be ultimately less involved with the day-to-day activity. We needed to also get all of the various software solutions (QBO, Service Titan, Bill.com) to work together in order to provide timely financial reporting.

The Solution

  • We focused on the drivers of the business and performed more of the activities that led to higher margin sales.
  • We also focused on outsourcing certain aspects of their business.
  • We also performed small changes that lead to big differences, such as an auto attendant to handle overflow instead of a salaried employee
Interior Design Firm Case Study 1

HIGHLIGHTS

  • By focusing on these activities, the company has been able to get more customers to experience what it is like to work with them, which caused the install component of their business to grow.
  • Rektio handles all aspects of the accounting function from bill paying to monthly financial reporting and comparing budget to actual analysis.

HIGHLIGHTS

•Client has a more accurate outlook on weekly cash flow
•Tax preparations are smoother
•Internal processes are streamlined

Rektio came to the rescue, meeting with us face-to-face to discuss invoicing and internal improvements. Once trust was established, they began working remotely, basically becoming part of the team.

Rektio came to the rescue, meeting with us face-to-face to discuss invoicing and internal improvements. Once trust was established, they began working remotely, basically becoming part of the team.

We Are Honored To Serve These Good People
Vision. Strategy. Execution.

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We have a heart for the mindset of an entrepreneur. You inspire us with how you see the world. Yes, you need a CFO. You also need someone to talk to about your concerns, financial and otherwise. We will be that person for you. Feel free to contact us today.

 

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If They Say You Can’t Do It Do It Twice. And Take Pictures.
Vision. Strategy. Execution.

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