Bookkeeping fixes for HVAC · Built for small US shops
QuickBooks cleanup for hvac: stop paying your CPA to clean up your books
▶ Watch the free fix — about 3 minutes, no costFREE video · No email · No payment — watch it first, then decide on the full kit.
Your CPA rebuilds messy books every year - $1,500-$3,500 each time.1 Keep paying that for 10 years - $15,000-$35,000. HVAC Fix teaches you to fix them yourself in QuickBooks Online. Learn the fixes once for $147 with LAUNCH147 (regular $197) - you could skip that yearly cleanup bill, if you keep the books right. Your cost will vary.
We’re in beta — built for 1-5 person HVAC contractors (heating and air-conditioning shops), 30-day money-back guarantee while we collect first reviews.
Get HVAC Fix for $147Launch code LAUNCH147 is prefilled at checkout — $147 (regular $197). If you don’t see it applied, enter LAUNCH147. One-time payment · Instant download · 30-day money-back guarantee
Watch free: HVAC Fix — The First 3 Fixes
The first 3 fixes, step by step in a demo QuickBooks Online company:
- Service vs. install jobs: Split service work from install jobs
- Parts inventory & truck stock: Parts inventory and truck stock you can trust
- Truck loans & service agreements: Truck loans and service agreements, booked right
All examples in this video are EXAMPLES with made-up demo numbers (QB Demo Books / DEMO DATA) — teaching examples, not client proof, results, or testimonials.
What messy books really cost
$1,500-$3,500
Typical price to clean up one year of messy books - paid again each year you hand them over messy.1
$150–$300/hr
What many CPAs charge per hour.2
$197
HVAC Fix - one payment, not yearly. $147 with launch code LAUNCH147 (regular $197). Less than one hour of many CPAs’ time.
Hand your CPA messy books again next year - you pay again. 3 years - $4,500-$10,500. Learn it once. Keep the books right, year after year. Your cost will vary.
What’s in the kit
HVAC Fix: The Complete Kit video: Fixes #4–7 (about 20 minutes)
Step-by-step QuickBooks Online walkthroughs in a demo company file:
- Owner pay, tech payroll & dispatch sync: Fix #4 - owner pay, tech payroll and dispatch sync
- Equipment, fleet & sales-tax-ready records: Fix #5 - equipment, fleet and sales-tax-ready records
- The clean-file foundation: Fix #6 - separate business and personal money, empty Uncategorized, and reconcile every month
- Catch-up plan: Fix #7 - catch up a messy year, then stay caught up
7 printable checklists (PDF)
Books Health Check Scorecard, Owner Pay & Payroll, 1099 Subcontractor, Trucks, Equipment, & Loans, Job Costing, Weekly Routine & Month-End Close, Year-End CPA Handoff.
Templates workbook (Excel)
Chart of Accounts, Loan Amortization, Fixed Assets, Catch-up Tracker, Job Profit. EXAMPLE rows are labelled.
Bonus: New York CPA Topics
For New York shops: a one-page list of state issues to raise with your CPA. Questions only, not advice. CPA topic pages for other states are coming later.
$197 - $147 with launch code LAUNCH147 at checkout
Enter code LAUNCH147 at checkout to pay $147 (regular $197). One payment - not a yearly bill.
Get HVAC Fix for $147Launch code LAUNCH147 is prefilled at checkout — $147 (regular $197). If you don’t see it applied, enter LAUNCH147. One-time payment · Instant download · 30-day money-back guarantee
30-day money-back guarantee
HVAC Fix is an educational download, not tax or accounting advice. If it isn’t for you, you can request a refund within 30 days of purchase by emailing hello@thebooksfix.com. We’ll refund you to your original payment method. See the refund policy.
Questions
Who is HVAC Fix for?
Owners of 1-5 person HVAC contractors (heating and air-conditioning shops) who use QuickBooks Online and want cleaner books before tax time. The bookkeeping steps work anywhere in the US. New York shops also get a bonus page of New York CPA topics; pages for other states are coming later.
Do I need to be good with QuickBooks?
No. Every step is shown on screen in a demo company file, at a slow pace, with a printable checklist to follow along. All worked examples are EXAMPLES with made-up demo numbers - demonstrations, not client results, proof, or testimonials.
Is this tax or accounting advice?
No. HVAC Fix is educational only. It helps you organize your books so your CPA can do their job faster. Always ask your CPA about your own situation.
Is this made by Intuit or QuickBooks?
No. The Books Fix is independent and not affiliated with or endorsed by Intuit. QuickBooks is a trademark of Intuit Inc.
Does it work with QuickBooks Desktop?
The videos are recorded in QuickBooks Online. The checklists and templates apply to any software, but the screens will look different in Desktop.
How do I get the kit after I pay?
Right after checkout you get a link to your download page with the video, checklists, and templates. Save the files to your computer.
Code LAUNCH147 won't apply, or I don't see a code box?
At Stripe checkout, tap Add promotion code and enter LAUNCH147. Price should drop from $197 to $147 before you pay. Still $197 - restart checkout at https://thebooksfix.com or email hello@thebooksfix.com.
I paid, but I don't see the download page?
Check your email receipt - it has your download link. Can't find it - email hello@thebooksfix.com from the email you paid with.
How do I get a refund?
Within 30 days of buying, ask by email. Refunds go to your original payment method - email hello@thebooksfix.com.
Is $197 really worth it?
HVAC Fix is $197 once - $147 with launch code LAUNCH147 at checkout (regular $197). Published 2026 pricing guides put cleanup for one year of messy books at about $1,500-$3,500. Hand your CPA messy books again next year - you pay that again. 3 years - $4,500-$10,500. 10 years - $15,000-$35,000. Learn the fixes once. Keep the books right year after year, and you could skip that yearly cleanup bill. You still need your CPA for taxes. CPAs often bill $150-$300 an hour. Your costs will vary.
Get HVAC Fix for $147Launch code LAUNCH147 is prefilled at checkout — $147 (regular $197). If you don’t see it applied, enter LAUNCH147. One-time payment · Instant download · 30-day money-back guarantee
Sources
- One-year cleanup cost of $1,500–$3,500: Upcision, Cleanup & Catch-Up Bookkeeping Pricing (2026 Benchmark), SF Business Solutions, Bookkeeping Cleanup Cost in 2026, Steady Tax & Bookkeeping, Catch-Up Bookkeeping Cost, Har Accounting, How Much Does Bookkeeping Cleanup Cost?. Ranges are for general small businesses, not trade-specific. Your cost will vary.
- CPA rates of $150–$300/hr: SF Business Solutions, Bookkeeping Cleanup Cost in 2026; TaxDome, How much does an accountant cost in 2026.