Bookkeeping for HVAC Contractors
Bookkeeping for HVAC Contractors in Ontario
Ridge & Ledger provides monthly bookkeeping for Ontario HVAC contractors, separating installations, service work, equipment, and warranty records. Monthly scope and price are confirmed through the paid Roadmap.
HVAC businesses move between installation work, warranty calls, maintenance plans, and seasonal demand. Equipment purchases are much larger than everyday service parts, and warranty recoveries create a separate record trail.
Get your Roadmap for CAD $295Records
The records your business actually generates
- Installation deposits, progress invoices, service calls, and maintenance-plan billings
- Furnace, condenser, heat-pump, and major equipment purchases
- Warranty claims, manufacturer credits, rebates, and returned parts
- Technician expenses, fuel cards, bank feeds, and financing deposits
Monthly workflow
How the record trail moves through month end
- Separate completed installs, maintenance visits, and warranty calls from the dispatch export.
- Match serialized equipment bills and approved technician purchases to the installation codes supplied by the business.
- Reconcile collections and accounts, then list unresolved rebates, warranty credits, and equipment purchases without jobs.
Cleanup risks
Where this trade's books commonly break
- Major equipment purchases mixed with routine service consumables
- Manufacturer rebates or warranty credits recorded without the original installation
- Maintenance-plan collections posted without a clear service-period record
Systems and boundaries
Supported records with clear handoffs
Common supported systems
- QuickBooks Online
- ServiceTitan or Housecall Pro exports
- Equipment supplier statements
- Financing and bank reports
What stays with you and your qualified professionals
- The HVAC business confirms installation status, equipment ownership, and warranty or rebate coding.
- Ridge & Ledger does not assess equipment capitalization, warranty obligations, licensing, or tax treatment.
Pricing after review
Published starting points, confirmed through the Roadmap
- Essential: CAD $695 per month. Solo owners and small operations. Up to 100 monthly transactions and 3 bank or credit-card accounts.
- Growth: CAD $1,095 per month. Growing businesses with more activity. Up to 250 monthly transactions and 6 bank or credit-card accounts.
- Business Pro: CAD $1,695 per month. Established businesses with higher record volume. Up to 500 monthly transactions and 10 bank or credit-card accounts.
- Catch-up and cleanup: From CAD $850. Backlog organization and record cleanup, quoted after reviewing the number of months, transactions, accounts, and source documents. Completed within 30 days of receiving full account access and documents, or the cleanup is free.
Useful next steps
See the record standard and the written deliverable
FAQ
Common questions
Do you work with hvac contractors?
Yes. Ridge & Ledger works with hvac contractors and other trades and service businesses across Ontario, delivered remotely through QuickBooks Online, email, and shared uploads.
What does monthly bookkeeping cost?
Plans start at CAD $695 per month. Catch-up cleanup starts from CAD $850 and is quoted after a review of your books.
How do I start?
Order the standalone Books Cleanup Roadmap for CAD $295. It reviews your last 12 months. After delivery, the net payment is available once as a monthly-service credit for 30 calendar days.
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