TrendWorks gives home service contractors the financial reporting and analysis they haven't been able to afford — delivered in plain language, with a real partner available when decisions need to get made.
Tax prep is backward-looking by design. Your CPA is doing their job — but that job isn't helping you decide whether to hire, expand, or adjust pricing. Most contractors have an accountant or bookkeeper to know their total revenue, but usually are making major decisions without the crucial financial metrics to support them.
Can I hire another tech? Add a truck? Take on a large commercial contract? These are high-stakes calls that deserve real financial analysis — not a bank balance check and a gut feeling. Most contractors make them without the right information simply because it hasn't been available.
Your accounting software has the data. Your field software has more. But making sense of it — by service line, by location, by job type — takes time and expertise most operators don't have and shouldn't need to develop themselves.
You're managing crews, winning jobs, keeping customers happy, and planning for growth. Deep financial analysis was never supposed to be your job — and until now, an affordable way to get it done simply didn't exist.
TrendWorks was built specifically for this gap — for contractors who are serious about growth, who know the financial side matters, and who have never had access to the right kind of help at the right price.
Most contractors are running a better business than their finances reflect. These are the patterns that consistently emerge when someone finally has the time and tools to look at the numbers clearly — and what becomes possible when they do.
Home service businesses sell at 4–7× EBITDA. A contractor improving net margin from 8% to 15% on $3M revenue doesn't just earn $210K more per year — they add $1M–$1.5M to their eventual sale price. Most never realize this until they're at the table.
Strong revenue doesn't prevent failure — poor cash timing does. In home services, seasonal dips, slow collections, and payroll cycles make cash flow problems predictable weeks in advance. Without a forward-looking view, you're always reacting too late.
Well-run HVAC, plumbing, and electrical companies consistently hit 18–22% net margins. The average sits at 8–12%. That gap isn't talent or hustle — it's visibility. Top performers make pricing and hiring decisions with real numbers. Most don't.
This is one of the most common things we hear — and it's not a sign something is broken. It's a sign the business has grown faster than the financial visibility around it. Every new truck, technician, and location adds complexity that's hard to track without the right systems. That's not a personal failure — it's just what growth looks like without a financial layer keeping pace.
TrendWorks gives you the analysis, the meaning behind your numbers, and clear weekly guidance — at a fraction of what it would cost to hire a fractional CFO or full-time employee.
Every week you receive a concise summary of what happened in your business financially, why it happened, and the 2–3 most important actions to take. Written in plain language, not accounting jargon. Read it in five minutes and actually use it.
We build and maintain a live financial view of your business with the relevant KPIs — by service line, by location, by job type, and by truck. You get a dashboard that shows what matters and a weekly briefing that tells you what it means. No financial background required.
We check your revenue and costs to see which jobs carry the business and which drag your margins — with action items to improve. "Can I afford another truck?" gets a real answer based on revenue per unit, overhead, and cash runway.
Know whether you can afford the next hire, truck, or move — based on actual numbers, not a one-time bank balance check and a gut feeling.
A dedicated monthly call to review where the business stands and plan the month ahead. Big decision on the table? Reach out and get a real answer within 24 hours.
Your accounting software has your data. The problem has never been access to numbers — it's having someone with the expertise to analyze them, produce meaningful reports, and tell you what to do next.
We connect to your existing financial software, pull your data, do the analysis, and deliver clear reporting with the interpretation already built in. You get the output of a skilled financial analyst without the overhead of hiring one.
Think of it as a finance professional working on your business every week — at a fraction of what it would cost to bring one on full time.
If you want to grow — or eventually sell — financial clarity isn't optional. Buyers and lenders want clean books, clear margin history, and a business that understands its own numbers. TrendWorks builds that foundation now, so that when the time comes, you're in the strongest possible position.
HVAC, plumbing, or electrical contractor looking for real financial clarity, not more software
You have a bookkeeper and a CPA but no one helping you act on the numbers
Running multiple locations or service lines and need to know which ones actually perform
Making hiring, pricing, and expansion decisions without a financial advisor in your corner
You use accounting and field service software, but nobody is turning that data into guidance
You want answers and outcomes — the financial reporting and analysis done for you
Think of TrendWorks as having a dedicated financial analyst working on your business every week — handling the reporting, doing the analysis, and telling you what it means — without the cost of a full-time hire.
Traditional fractional CFOs are priced for companies that already have their finances under control. Accounting software gives you data — but no one to interpret it or act on it with you.
TrendWorks is the layer in between: financial reporting and analysis done for you, delivered in plain language, with a real person available when decisions need to get made.
No long onboarding. No tech headaches. We handle the setup — you focus on the business.
A no-obligation 30-minute session where we review your financials and show you exactly where your margins are leaking — and what's possible with the right financial foundation in place.
We conduct a full review of your books — establishing your true margins by service line, identifying your top profit opportunities, and benchmarking against industry standards.
We connect to your financial software, build your reporting infrastructure, and get everything live — typically within 7–10 days of kickoff with no heavy lifting on your end.
Every week your financial briefing arrives. Every month we talk strategy. Every time a big decision comes up, you have someone who already knows your numbers and can give you a real answer.
Two options. Flat monthly rate. Everything included — no add-ons, no hourly charges, no surprises. Start with the free assessment and we'll talk through which is the right fit.
This introductory rate is available for a limited time as TrendWorks launches. Spots are limited.
Start with Free AssessmentNot sure which is right for you? The free assessment will make it clear. No commitment required.
Every contractor deserves to run their business with the financial guidance that larger companies take for granted. We're making that possible — affordably and consistently.
We produce the reports, do the analysis, and translate it into plain language. The goal isn't to give you more data to interpret — it's to hand you the interpretation, with the next steps already identified.
The best financial guidance shows up before a decision is urgent. We stay current on your numbers so that when a call needs to be made, you already have the answer.
We serve HVAC, plumbing, and electrical contractors exclusively. That means every framework, benchmark, and recommendation is built around how your business actually works.
You built your company by being exceptional at your trade — not by studying accounting. Managing crews, winning jobs, keeping customers happy, and planning for growth is already a full-time job. The financial side matters deeply, but it was never supposed to fall entirely on you.
Until recently, the options were limited: a full-time controller or CFO at $100K–$250K a year, or a traditional fractional CFO at $4,000–$8,000 a month. Neither was built for a growing contractor. For a long time, an affordable middle ground simply didn't exist.
TrendWorks is that bridge. Whether your goal is to grow confidently, improve your margins, or build toward a future sale — the financial foundation has to come first. We help you build it, starting now, at a price that makes sense for where you are today.
"The tools exist to give every growing contractor the financial guidance a $50M company takes for granted. Most just don't know it yet. That's what we're here to change."
In a free 30-minute session, we'll review your financials, identify your top margin opportunities, and show you what a more profitable version of your business looks like — with no obligation to move forward.
Your bookkeeper keeps your records accurate. Your CPA handles compliance and taxes. Neither is positioned to tell you whether you can afford to hire, which service lines are dragging your margins, or what a specific decision will do to your cash flow next quarter. TrendWorks fills that middle layer — the ongoing strategic analysis and guidance that helps you actually run the business better. We work alongside your existing team, not instead of them.
Every week you receive a concise written briefing covering what happened in your business financially, why the key numbers moved the way they did, and the 2–3 most important actions to take. It's financial reporting done for you — written in plain language, not accounting jargon. You also get access to a live dashboard that tracks your key metrics in real time, with the numbers already organized and contextualized. The reporting and the dashboard work together: one gives you the ongoing picture, the other gives you the weekly insight and next steps. Most clients read the briefing in under five minutes and come away knowing exactly where they stand.
We integrate directly with whatever accounting and field service software you use — QuickBooks, and other common platforms. During setup, we connect your accounts, map your data, and build the financial infrastructure on our end. After that, your data flows automatically. You don't need to send us anything manually or log into a new system.
Very little. The initial setup takes one working session on your end — typically 60–90 minutes — to walk through your business, connect accounts, and align on priorities. After that, your ongoing time commitment is reading the weekly briefing (5 minutes), joining the monthly strategy call (30–45 minutes), and reaching out when you have a decision to work through. Everything else, we handle.
Then financial clarity isn't optional — it's the foundation. Buyers and lenders want to see clean books, clear margin history, and a business that understands its own numbers. The contractors who get the best outcomes at sale are the ones who have been tracking and improving their financials for years beforehand, not months. TrendWorks helps you build that foundation now, so that when the time comes — whether that's in 2 years or 10 — you're in the strongest possible position.
No. The Starter plan requires a 2-month minimum so there's enough time to set up and deliver real value. The full service plan has a 3-month minimum, then goes month-to-month. There are no annual contracts, no cancellation fees, and no surprise charges. The flat monthly rate covers everything.
No forms, no sales funnel. Reach out directly and hear back promptly.