Free Guide
5 Reports Your QuickBooks Is Hiding From You
Your QuickBooks has the data to show you exactly where you are losing money. But it does not show you by default. These 5 reports take 10 minutes to pull and they will change how you run your business.
The Aging AR Death Report
Sort invoices by age. The number past 60 days is usually 30% higher than owners think. This is money sitting in someone else's account.
The Ghost Customer Report
Customers who paid you in the last 24 months but have not booked in the last 6. These are warm leads you already paid to acquire. Nobody is calling them back.
Revenue Per Tech Per Day
Divide total revenue by (techs x working days). Most owners have never done this. The spread between your best and worst tech is usually 40-60%.
The Seasonal Cash Trap
Overlay monthly revenue over 2 years. The slow month hits 45-60 days before most owners feel it. By then it is too late.
The True Cost of a Missed Call
Your average ticket x your close rate = what every unanswered call actually costs. Most HVAC companies: $287 per missed call. 3 per day = $787/day.
The guide includes exact steps for pulling each report, what to look for, and what to do about it. Written by Nirav Doshi, who used these exact reports to find $31,247 hiding in his own HVAC company's books.
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This guide was written by Nirav Doshi, who used these exact reports to find
$31,247
hiding in his own HVAC company's QuickBooks. Then he built Maximus to recover it automatically.
P.S. — The 5 reports take 10 minutes to pull. The revenue leak they reveal takes Maximus 7 days to start fixing.