NORTHBRIDGEACCOUNTING & CONSULTING
Take the Diagnostic
For owner-led HVAC & service businesses

Find out where your business is leaking profit and capacity.

The Profit & Cash-Flow Diagnostic turns your existing accounting and operating data into a current-state assessment, supportable margin visibility, an initial 13-week cash forecast, and a prioritized 90-day roadmap. Fixed fee. Defined scope. Delivered in 10 business days after complete, usable data is received.

See if it fits your business
Sound familiar?

Profitable on paper. Tight in the bank.

No profit by job

Revenue is up, but nobody can say which jobs or service lines actually make money.

Seasonal whiplash

Busy-season cash hides slow-season problems until they're emergencies.

Books behind

The close runs weeks late, so every decision is made on stale numbers.

Ad spend on faith

Leads come in, but there's no job-level reporting to show which ones were worth buying.

The Diagnostic

A defined starting point in 10 business days

  1. Current-state assessment — how your accounting file, close process, reporting, and field system support owner decisions today.
  2. Margin visibility — job or service-line analysis where your existing data supports a reliable result.
  3. Initial 13-week cash forecast — a forward view built from available, supportable data and stated assumptions.
  4. 90-day roadmap — a financial visibility scorecard, prioritized findings, and an owner presentation focused on what to address first.

Founding-client price: $2,500 fixed fee for the first three data-ready clients. One entity, one primary accounting file, and one primary field-service platform. Catch-up, cleanup, reconciliation, transaction coding, system repair, tax, attest, multi-entity work, and ongoing forecast maintenance are outside this scope and quoted separately. A $1,000 credit applies if ongoing service begins within 30 days of the findings presentation.

Adele Royal, Principal
Who does the work

A real controller. Not a call center.

Adele Royal is a Big Four audit-trained corporate controller. She has spent her career keeping real companies' books current, supported, and ready for review — and Northbridge brings that same standard to owner-led businesses, for a fixed monthly fee instead of a full-time hire.

Adele Royal · Principal, Northbridge Accounting & Consulting

Fit

This is built for some businesses, not all

A strong fit if you are:
  • An owner-operated service business — HVAC, plumbing, electrical, trades
  • Roughly $2M–$15M in annual revenue, with the strongest fit from $3M–$10M
  • Running QuickBooks plus a field platform (ServiceTitan, Housecall Pro, Jobber…)
  • Ready to see real margins, even if the answer stings
Not a fit if you need:
  • An audit, review, or compilation — Northbridge is a non-attest practice; that work belongs with an independent licensed CPA firm
  • Cheap basic tax prep or catch-up bookkeeping alone
  • Services in Alaska — we do not serve Alaska through this program
Start here

See if the Diagnostic fits your business