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CEO WarriorTrades Accounting Warrior
(732) 390-3755

For HVAC, Electrical, Plumbing & Other Trades founders

Your books shouldn’t be a side project

A monthly bookkeeping and financial reporting service from CEO Warrior, built for HVAC, plumbing and electrical contractors.

Right now they’re managed by whoever has time — a spouse, an admin, you at 11pm. The bank balance is the only number you trust, and you still can’t say which jobs actually made money.

Trades Accounting Warrior fixes that. We clean up your books, keep them current, and hand you a clear financial picture every month — so you run the business on real numbers instead of gut feel.

Every month you get
✓  Reconciled books in QuickBooks Online
✓  Profit & loss and balance sheet
✓  Your cash position
✓  Margin by department
✓  A/R aging report
✓  A 30-minute review call
Scott Preston
Your health check is run by Scott Preston
CEO Warrior’s CFO — 35+ years improving profitability for trades businesses.
Mike Cooper

“When I came to CEO Warrior I was doing $287K a year and losing $40K. Last year we did $3.8M.”

Mike Cooper · Cooper Pools Inc

★★★★★  500+ five-star reviews · Built by the trades, for the trades

Free · 30 minutes · No obligation
Free Financial Health Check
✓  Where your books really stand today
✓  What your jobs actually earn you
✓  Your #1 blind spot — and the fix

Before you fill this in

What happens on the free Financial Health Check?

It starts with a 30-minute call with a CEO Warrior Growth Advisor, to understand your business and where your numbers sit today. Your Financial Health Check itself is then run by Scott Preston, CEO Warrior’s Chief Financial Officer, on a separate call.

That’s where you go through where your books stand, what your jobs are actually earning you, and the single biggest financial blind spot in the business — then map the fix. It’s a diagnostic, not a pitch. You leave with action steps whether or not we ever work together.

Do you work with QuickBooks Online?

Yes — built specifically around QuickBooks Online. We work directly inside the system you’re already using.

What does it cost?

Pricing is based on the size of your business, so you only pay for what you actually need. We’ll walk through exact numbers on your free health check.

🔒 100% confidential. Your details are only seen by your advisor and never leave CEO Warrior.

★★★★★  500+ five-star reviews  ·  Rather talk now? (732) 390-3755

Mike Cooper

“When I came to CEO Warrior I was doing $287K a year and losing $40K. Last year we did $3.8M.”

Mike Cooper · Cooper Pools Inc

CEO Warrior, by the numbers

$100M+

Revenue growth driven

500+

Clients served

10+

Years in the trades

500+

5-star Google reviews

Is this you?

Built for trades owners ready to scale

✓  HVAC, Electrical, Plumbing or Other Trades
✓  You’re the founder or CEO
✓  You want to lead by the numbers

Sound familiar?

If any of this hits home, you're not alone

01
Cash-flow surprises

The money's coming in, but somehow there's never enough in the account when the bills are due.

02
Pricing in the dark

You quote off feel. You can't say which jobs, crews or services actually make you money.

03
No clear picture

Your books run months behind, so every big decision ends up being an educated guess.

The fix

Trades Accounting Warrior: clean books, real numbers, every month

We get your books clean and current, then hand you a simple monthly financial picture you’ll actually use — so you stop guessing and start running the business like the CEO.

Clean books
Current, accurate, audit-ready.
Monthly visibility
A clear picture, every month.
True margins
Know what each job earns.
A/R oversight
Monthly aging report, reconciled to your ledger.
Monthly review
A 30-minute call to walk through your numbers.
Confident decisions
Lead by the numbers.
Monthly financial dashboard

Free · 30 minutes · No obligation

Find out where your numbers really stand

Book my free health check →

★★★★★  500+ five-star reviews · Takes about 40 seconds to book

We've solved this exact problem before

Hear it from a founder who was where you are

“I never had confidence in the numbers until Trades Accounting Warrior.”

Brian was landing the work but couldn't see what it was earning him. With clean books and a clear monthly picture, he now makes decisions on sound financial data — not gut feel.

Brian Almoney
Brian Almoney
Founder, Yorktowne Industrial Solutions
Your free financial health check

One 30-minute call. Real answers.

It’s a diagnostic, not a sales sequence. Bring your toughest question about the business — you’ll leave with a plan whether or not we ever work together.

Your first call is with a CEO Warrior Growth Advisor, who’ll get to know your business and where your numbers sit today. Your Financial Health Check itself is run by Scott Preston.

Scott Preston
Scott Preston
Chief Financial Officer, CEO Warrior

35+ years as a CFO and strategic advisor, improving profitability, operations and sustainable growth for trades businesses.

01Where your books stand today — what’s current, what’s behind, and what it’s costing you
02What your jobs actually earn — true margin by department and service line
03Your #1 financial blind spot — and clear action steps to fix it, starting this month
No hard sell. If Trades Accounting Warrior isn’t right for where your business is, we’ll say so and that’s the end of it. The health check is free either way.
Questions, answered

Before you book

What is Trades Accounting Warrior, and what’s included each month?

Trades Accounting Warrior is a monthly bookkeeping and financial reporting service from CEO Warrior, built for HVAC, plumbing and electrical contractors. Each month you get reconciled books in QuickBooks Online, a profit and loss statement, balance sheet, cash position, margin by department, an A/R aging report, and a 30-minute review call.

What happens on the free Financial Health Check?

It starts with a 30-minute call with a CEO Warrior Growth Advisor, to understand your business and where your numbers sit today.

Your Financial Health Check itself is then run by Scott Preston, CEO Warrior’s Chief Financial Officer, on a separate call. That’s where you go through where your books stand, what your jobs are actually earning you, and the single biggest financial blind spot in the business — then map the fix.

It’s a diagnostic, not a pitch. You leave with action steps whether or not we ever work together.

Who will I be speaking to?

Your first call is with a CEO Warrior Growth Advisor.

The Financial Health Check is run by Scott Preston, CEO Warrior’s CFO — 35+ years as a CFO and strategic advisor, improving profitability, operations and sustainable growth for trades businesses.

Do you work with QuickBooks Online?

Yes — built specifically around QuickBooks Online. We work directly inside the system you’re already using.

Do you connect to ServiceTitan, Housecall Pro, or Jobber?

Yes — we pull job and revenue data from your field service system and reconcile it against your books in QuickBooks Online, so job costing and margin by department reflect what actually happened in the field.

What if I already have a bookkeeper?

A lot of our clients start here. If your books are current and accurate, the free health check will confirm that. If they’re not, this is exactly the problem we solve.

Does this replace my CPA or tax preparer?

No — we handle your books, your CPA handles your taxes. We work alongside your tax preparer, not instead of them.

Do I have to be a CEO Warrior member to use this?

No. Trades Accounting Warrior is a standalone bookkeeping service, open to any qualifying trades business whether or not you’ve worked with CEO Warrior before. No membership, coaching program or event attendance is required — though you do get bundled discounts if you use both.

What does it cost?

Pricing is based on the size of your business, so you only pay for what you actually need. We’ll walk through exact numbers on your free health check.

How long does cleanup take?

Typically 30–60 days.

I run a different trade — can you still help?

Yes. We work with any trades business.

Find out what your books are really telling you

Book your free Financial Health Check — 30 minutes with a CEO Warrior Growth Advisor, built for HVAC, Electrical, Plumbing & Other Trades founders. No pitch. You’ll leave with action steps either way.

Book my free health check
★★★★★  500+ five-star reviews · 30-minute call · Free, with no obligation