Live online workshop · Tuesday, September 29 · 3:00 PM ET
You're Booked Solid. Why Doesn't Your Bank Account Know It?
A live workshop for HVAC owners doing real volume. We'll map your numbers against real benchmarks for shops your size — what the average shop is getting out of the business, next to what the best-in-class shop gets from the same conditions — so you know whether being this busy is actually making you money.
90 minutes on Zoom · No financial documents required to attend
It's Not a Leads Problem
A lot of HVAC owners are already busy, and their problem is often finding more techs — not finding more work. If your schedule's full and you're still turning jobs away, more leads were never going to fix this.
Here's what actually happens instead. Pricing that hasn't kept pace with rising labor and material costs. Job costs that creep up quietly at the supply house. Overhead that grows every time you add a truck. And the owner pulled back into the field because there aren't enough techs to cover the calls — which means nobody's left running the business.
None of that shows up as "no demand." It shows up as a full schedule and a bank balance that doesn't move the way it should.
This isn't about getting busier. You're already there. It's about what each of those booked days is actually leaving you — and most shops have never run the numbers on it.
What we'll do together
Where HVAC money actually goes
The ClearPath framework in plain English — what counts as fulfillment cost, overhead, and profit in a shop like yours.
See your numbers next to real benchmarks
Average vs. best-in-class, for a shop your size — not a generic small-business number.
Watch a real shop's numbers get mapped live
A live, anonymized case study — name and location scrubbed.
Decide what to fix first
A leak in pricing gets a different fix than a leak in overhead. You'll leave knowing which one is yours.
Open Q&A
Live Thursday, October 1, 4:00 PM ET, 60 minutes, for everyone who attends the workshop.
Your $97 ticket includes
- A seat at the live workshop — Tuesday, September 29, 3:00 PM ET, 90 minutes, on Zoom
- ClearPath HVAC access — September 29 to December 1
- Your benchmark scorecard — average vs. best-in-class, built from your own numbers
- The full workshop replay
- The Q&A session — Thursday, October 1, 4:00 PM ET, 60 minutes, for workshop attendees
- The Trade Titan Owner Wealth Map — printed and mailed to you
- Our guarantee — come to the workshop. If you don't think it was worth $97, ask for a refund and we'll give it to you. No-shows aren't refunded.
This is for you if
- You own an HVAC business and have at least a few months of books in QuickBooks, Xero, or similar
- You're already busy — the question is whether that's turning into what you actually take home
- You'd rather know your numbers than guess at them
This isn't for you if
- You don't have a P&L yet. Start with Bookkeeping Buddy and come to the next one.
- You're looking for a tax trick. This workshop is about how your business makes money, and there are no tricks in it.
Your guide
Neal grew up at the kitchen table of an HVAC side business — his dad ran service calls nights and weekends around a full-time engineering job. He's since built Tax Sherpa working with thousands of small business owners, but the instinct is still his dad's: diagnose the real problem before anyone sells a full install.
Questions
Do I need to bring my P&L?
No prep required. After you register, we'll send you a short email you can forward straight to your bookkeeper or accountant — that's the only step. They reply with the numbers attached, and you bring that reply to the workshop. If you don't have it in time, we'll still build your numbers live using figures you already know — top tech pay, average ticket, truck count.
Do I have to switch accountants?
No. Nothing here replaces your accountant. You'll just be able to ask better questions.
What if I can't make it live?
The replay is included with your ticket. The Thursday Q&A is for people who attend the workshop live, so come on Tuesday if you want to ask your own questions.
Is this tax advice?
It's education about how your business's money flows, built on the framework Tax Sherpa uses with clients. Specific tax decisions belong with a professional who knows your whole situation.
What if it isn't for me?
Come to the workshop. If you don't think it was worth $97, ask for a refund and we'll give it to you. No-shows aren't refunded.
You're Booked Solid. Why Doesn't Your Bank Account Know It?
Save my seat — $97Tuesday, September 29 · 3:00 PM ET · Live on Zoom