Construction Accounting

HVAC
Contractors

Accounting built around HVAC work: job costing, tax planning, payroll, and bidding guidance for owner-led contractors, from a firm serving businesses across Idaho and Utah since 1954.

Cooper Norman senior CPA reviewing financial documents with clients.

Know what every job costs.
Bid the next one with confidence.

An accountant who knows HVAC work is useful long before tax season. Someone familiar with the trade helps you project revenue and expenses across the jobs you take on each year, advises you on bidding, and keeps your books in order while you stay focused on running crews and closing out projects. That is the work we do for HVAC contractors every day.

  • Job costing reports
  • Tax planning and preparation
  • Payroll
  • Business coaching
  • Bidding and project projections
Start a Conversation
Cooper Norman tax advisor meeting with clients across a conference table.

Cooper Norman works alongside you at each step so you are never sorting out job costs, payroll, and taxes on your own.

  1. Step-01

    Review your books and open jobs

    We start with what you have: how your books are set up, which jobs are open, and what each one has cost so far.

  2. Step-02

    Set up job costing that fits your work

    Each job gets tracked at every stage, so you can see what it will likely cost by the time it is finished, not after.

  3. Step-03

    Plan taxes and payroll ahead of deadlines

    We plan and prepare your business taxes for you, and payroll goes out correctly and on time, every period.

  4. Step-04

    Meet through the year, not just at filing

    We review projections, talk through bids and hiring, and point out what is working and what could improve.

Cooper Norman tax advisor reviewing documents with clients at a conference table.

More than
general accounting

Cooper NormanA generalist accountant
Familiar with HVAC pricing and industry trends
Job costing reports at every project stage
Bidding guidance specific to your trade
Revenue and expense projections across the year
Coaching drawn from work with businesses like yours

Frequently
asked
questions

What does an accountant for HVAC contractors do?

Everything a good accountant does, plus the parts specific to your trade. An HVAC accountant is familiar with the pricing of common expenses and the trends that move through the industry, and applies that knowledge to your bidding, your projections, and your books.

Why is a general accountant not always enough?

A general accountant can keep clean books. The gap shows up in the questions specific to your trade: what a job should cost, how to price a bid, and how revenue will move through the year. An accountant familiar with HVAC work helps you predict revenue and expenses, and prepares your taxes with the industry in mind so nothing comes back for revisions.

What are job costing reports?

A job costing report records the current cost of a job at whatever stage it is in. It gives your project manager a clear read on what the job will actually cost once everything is finished, and it shows you how the company stands on costs across every open job.

Can you handle payroll for my crew?

Yes. Payroll goes out correctly and on time, every period. And because the spending data lives in one place, you can also see when it is financially feasible to bring on new employees.

Do you help with tax planning, or just filing?

Both. We plan ahead of deadlines and prepare the return itself, with minimal errors, so you are not spending evenings trying to sort out business taxes on your own. Doing them yourself is one of the most common mistakes owners make.

What if I am just starting out, or thinking about selling?

We work with HVAC owners at every stage. If you are new, business coaching can show you what has historically worked in the industry and where to improve. If you are weighing a sale, we help you get your numbers in order and stay with you through every step of the decision.

Insights

Reading for
construction owners

Practical notes on the decisions that reach our desk most often.

160+ArticlesRead the journal