The 5 Best HVAC Accounting Firms (If You Can’t Work With Us)

Let’s get this out of the way: Yes, we’re putting ourselves first.

No, we’re not ashamed.

We specialize in HVAC accounting. We know the ins and outs of seasonal cash flows, the joy of managing W2s and 1099s, and the sheer thrill of invoicing a homeowner who “thought it was under warranty.”

But we also know we’re not everyone’s cup of Freon. 

So, in the spirit of public service (and because we’ve met some other pretty great firms) we’ve compiled a list of the best HVAC accounting firms out there… if you want to settle for second best.

1. Adam Traywick, CPA (That’s us)
adamtraywick.com

We specialize in helping HVAC contractors clean up their books, figure out their numbers, and make decisions like grown-ups (even if your office is in the back of a truck). We work with $500K–$5M+ HVAC businesses that want to scale without losing sleep or sanity.

We’re the right firm for you if:

• You want someone who actually knows what a maintenance plan is
• You want to stop hemorrhaging money every summer just to panic by winter
• You want tax advice that doesn’t sound like a riddle
  

⭐⭐⭐⭐⭐ “Traywick’s firm helped us go from ‘I think we’re profitable?’ to actually knowing. Turns out we weren’t. Now we are.” — Google Review

Why choose us:

• We know HVAC lingo, no need to explain what a call-out fee is
• We do tax planning, not just filing
• We’ll actually tell you if you’re losing money, and why

Why not choose us:

• You love vague answers and avoid eye contact with your P&L
• You think “accounting” should only happen in April
• You’re oddly committed to using Venmo as your payroll system

2. Whyte CPA – Phoenix, AZ

whytecpapc.com

Devin Whyte is one of the few CPAs who actually markets directly to HVAC companies, which is already a win. His firm helps contractors navigate the chaos of fast growth, lumpy cash flow, and all the “fun” that comes with having trucks, techs, and turnover.

⭐⭐⭐⭐⭐ “Devin was a key asset in cleaning up our books… We grew from $1.2M to $3.5M in three years, and margins jumped from mid 40s to nearly 60%.” — Google Review

Strengths:

• Strategic growth planning for HVAC owners
• Strong tax and entity structure guidance
• Very HVAC-aware (doesn’t blink when you say ‘coil replacement’)

Weaknesses:

• Not as witty as us

3. Freedom From Accounting

freedomfromaccounting.com

If you want someone to just take the books off your hands and keep them in order, this is your crowd. They offer remote bookkeeping, controller services, and cash flow support for HVAC and other service-based businesses.

Good for:

• Companies that want zero DIY in the finance department
• Owners who’d rather be on-site than in spreadsheets

Review highlight:

“The freedom and peace of knowing our books are kept in order is priceless. Always helpful and on top of everything.” — Kelly A., HVAC Business Owner
(Source: Freedom From Accounting Google Reviews)

4. HVAC Success / Kurt Denninghoff

hvacsuccess.com

Kurt Denninghoff gets HVAC because he’s been in it. His firm provides hands-on business coaching and financial management for contractors who want to run a business, not just swing wrenches and hope for the best.

Services include:

• Full-service bookkeeping & payroll
• Strategic pricing and hiring support
• Business operations consulting

5. Iron Horse Consulting / Melanie Sloane

ironhorse.consulting

Melanie Sloane works with HVAC and plumbing companies to fix their financial back end, and we don’t mean the ductwork.

She’s focused on financial strategy and building systems that help businesses grow sustainably. If your books are a mess and your pricing is still based on “gut feel,” she’ll fix that.

Specialties:

• Setting up systems that work without you
• Making your financials actually useful
• Helping you pay yourself without panic

In Closing…

Let’s be real: HVAC is hard. Accounting shouldn’t make it harder.

If you want an HVAC accountant who gets your business, fixes your systems, and won’t ghost you in Q4, we’re right here. 

But if we’re not a fit, the firms above are excellent backups. Just remember who told you about them.

Ready to stop duct-taping your numbers together? 📞 Book a call →