Elite Advisory
Your Business Was Supposed to Give You Freedom.
Right now, it owns you.
You built it. Now you carry all of it — the payroll, the cash stress, the customer problems, the employee drama, the bank account, the late-night decisions, the pressure nobody else can feel.
Everyone needs something from you, and your family gets what’s left.
That’s not why you built this.
We help you get your life back and get your company set on solid infrastructure.
Every Trades Company Hits the Same Wall.
The systems that got you to $3M weren’t built to take you to $10M. The team that got you to $10M won’t get you to $20M. And the operating habits that worked when you knew every job stop working when you stop knowing every job.
That’s not a failure on your part. It’s what happens when a company outgrows the structure underneath it. Revenue scales fast. Payroll scales faster. Receivables drag. Margins quietly compress. And the owner ends up running a much bigger, much more complicated company with the same visibility and processes they had at half the size.
More revenue doesn’t fix this. It usually just makes the friction more expensive.
What gets you to the next stage — and what keeps you there once you’re bigger — isn’t more hustle. It’s real financial visibility, a weekly operating rhythm, a layer of leadership beneath you, adding predictable revenue streams, and the kind of operating infrastructure bigger companies take for granted.
You Don’t Need Another Consultant.
You need someone who’s lived this. Someone who understands the trades and the cash pressure. Someone who knows what it’s like to have a bigger company but less peace. Someone you can call when you’re tired, frustrated, or about to make a decision from stress.
We’ve been there.
Before launching HVAC Office Solutions, Robyn Hass was CFO/CHRO of Core Mechanical — a company she co-founded, scaled, sold to private equity, and then stayed on as CFO to help grow again. Under her shared leadership, Core Mechanical was named to the Inc. 5000 two years in a row. In earlier director-level and consulting roles, she built scalable infrastructure and teams to support rapid program growth.
Before the trades, Robyn was a management consultant at Booz Allen Hamilton and similar firms, advising DoD programs on facilities redevelopment. She also held manager and trainer roles at a major Real Estate Investment Trust.
This isn’t theory. It’s help from someone who’s lived it.
Elite Advisory Is Selective by Design.
We work with a limited number of trades companies at a time, and engagements are by application only.
The owners who get real results from this program are the ones we can give real time to — weekly calls, program and financial deep dives, real responsiveness, and an honest seat at the table when the hard decisions come up. Our Elite Advisory clients get our personal cell phone numbers and often, become our long-term friends.
That kind of attention can’t be spread across a hundred companies, so we don’t try.
Elite Advisory is built for HVAC, plumbing, and electrical owners between $3M and $50M who are growing, ready to put in the work, and serious about building a company that can run without them.
If that’s where you are, we’d like to hear about your business.
Here’s What We Do Together.
1. See the numbers clearly. Monthly reports that arrive on time and reflect reality, so you stop running the company off your gut and your bank balance.
2. Build the weekly rhythm. The Mainstreet MEP™ Command Center and weekly CFO calls — so decisions get made while they still matter, and your leads start running the parts of the business they’re supposed to own.
3. Build the infrastructure that scales. Documented processes, real leadership development beneath you, recurring revenue, and the operating habits that make the company run without living entirely in your head — so it can keep growing, and stay healthy once it’s big.
What Happens If Nothing Changes
Another year of carrying it alone. Another vacation you spend on your phone. Another decision made from stress instead of from numbers. The company keeps growing, and the weight grows with it — until something breaks, or someone makes you an offer at a multiple that reflects the chaos under the hood.
What Changes When You Have Help
You sleep through the night because you already know what’s in the bank Friday. Your team runs the dashboard. The month closes on time. The company keeps growing while you’re at your kid’s game on a Thursday afternoon. And the business you spent twenty years building finally gives back what you put into it.
Investment
Financial and Infrastructure Deep Dive: $3,500 one-time set up fee (required)
Elite Advisory: starting at $5,000/month, six-month minimum, by application
Includes weekly CFO calls, monthly reporting, the Mainstreet MEP™ Command Center, cash flow visibility, margin review, and direct advisory support from someone who gets it.
Meet Your Advisory CFO
Hi, I’m Robyn.
I know what it feels like to build a company that starts taking more from you than you ever expected.
I know the payroll stress, the cash pressure, the late-night decisions, and the weight of being the person everyone looks to when something goes wrong.
I helped build Core Mechanical, made the Inc. 5000 twice, sold to private equity, and stayed on as CFO to help scale it again.
But more importantly, I know what it feels like to be inside the mess — trying to grow, lead people, protect your family, and make the right decisions when the numbers do not feel clear enough, or your processes just haven’t evolved with your new growth.
That is why I built Mainstreet MEP™ and started the Trade Finance in Ten podcast. Because owners like you deserve to have the business processes behind them that the big corporations know and use every day. It shouldn’t be gatekept.
You do not need another person telling you to work harder.
You need someone who understands the trades, understands the numbers, and understands the pressure you are carrying.
I help owners get their lives back — one clear number, one hard conversation, and one better decision at a time.
Ready to see if this is a fit?
The fit call is brief and straightforward. It exists to determine whether the program is the right match for your business at this stage.
Frequently Asked Questions
What profit margin should an HVAC contractor have?
Top-performing service contractors run 15–22% net profit margins. The industry average is closer to 8–10%, and many struggle at 3–5%. If you’re working 60-hour weeks and barely clearing 10%, there’s usually a pricing, overhead, or cash flow problem we can help you fix.
Why does my contracting business have cash flow problems?
Most cash flow problems come from slow collections, seasonal swings without reserves, pricing that doesn’t account for true costs, delayed invoicing, or overhead creep. Many contractors look profitable on paper but can’t make payroll because cash is stuck in receivables or inventory.
What’s the difference between a bookkeeper and a CFO?
A bookkeeper records what happened. A CFO tells you what to do about it. Your bookkeeper categorizes transactions and keeps the books clean. A CFO analyzes those numbers, forecasts cash flow, fixes pricing, and helps you make decisions that actually improve profit.
Do I need CFO-level services if I already have an accountant?
Probably. Your accountant handles taxes and compliance – looking backward. A CFO looks forward: Where will cash be tight? Which jobs actually make money? How do we hit 15% or higher margins? What systems and processes do we need to put in place so the business can run itself? Most contractors need both. We don’t leave you hanging with just fancy spreadsheets and some advice. We help you create real systems that continue to serve your company as you scale and grow.
Are you actually my CFO?
No. We provide CFO-level advisory and coaching – helping you understand your numbers, improve cash flow, and build business value. We don’t act as an officer of your company or replace your accountant. Think of us as your financial coach and accountability partner.
How long does it take to see results?
Most clients see meaningful improvement in cash flow visibility within 30 days. Real margin improvement typically happens in 60–90 days as we fix pricing, tighten collections, and cut overhead leaks. The full roadmap takes 6–12 months depending on your starting point.
What if I’m not ready for the full program?
We also offer standalone weekly and monthly reporting packages, as well as annual reviews, and group coaching, if you just need better visibility into your numbers and generalized start-up support. Book a call and we’ll figure out what makes sense for your situation. No pressure. If it’s not the right fit, we will continue to wish you well and hope you’ll check out our free resources and weekly Trade Finance in Ten podcast.
