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Growing an HVAC company to $5 million sounds like a success story, but what happens when the business grows faster than the systems supporting it?
In this episode, I sit down with Christy Carter, founder of WorkWife, who helped build SoCo into a $5 million HVAC company with 45 employees in just six years. Along the way, she faced the challenges of rapid growth, managing a larger team, and discovering that the service department had lost $250,000 without anyone realizing it.
We talk about how those financial problems went unnoticed, why accurate reporting matters, and how better processes helped Christy get control of the business. She also shares what she learned about hiring, company culture, leadership, and building an operation that doesn't depend on the owner handling everything.
We also get into her experience selling SoCo, why she started WorkWife, and how scheduling, pricing, software, and back-office workflows can affect a home service company's profitability.
Growth can expose problems that were easier to manage when the business was smaller. Having the right people, processes, and financial reporting in place helps owners understand what's working, address what's not, and build a stronger company.
What You Will Learn in This Episode
More From Profit & Grit
Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:
http://profitandgrit.com
Learn more at profitandgrit.com
Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.
If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group.
🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.
🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit
Tyler Martin, a fractional CFO for home services and the trades
📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting
Michelle Myers has spent nearly a decade building Pink Callers, a remote customer service company that supports HVAC, plumbing, electrical, and other trades businesses with ServiceTitan-certified CSRs.
In this episode of Profit & Grit, I talk with Michelle about one of the most overlooked parts of a home service company: what happens after the phone rings. We get into the difference between customer service and dispatch, why combining those roles can create problems as a company grows, and how missed calls and poor call classification can distort your booking numbers.
We also talk about improving booking rates, using urgency lists, setting technicians up for success before they arrive, and where AI can support the front office without replacing the human experience customers still expect.
What You Will Learn in This Episode
More From Profit & Grit
Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:
http://profitandgrit.com
Learn more at profitandgrit.com
Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.
If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group.
🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.
🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit
Tyler Martin, a fractional CFO for home services and the trades
📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting
Scaling a home service company takes more than increasing sales. It requires strong cash flow, the right people, and systems that can keep up as the business grows.
In this episode of Profit & Grit, I sit down with Noah Jackson, co-founder and Chief Growth Officer of Premier Home Pros, to discuss how he and his business partner turned a $65,000 investment into a company with 17 locations serving nearly 30 states, with annual sales projected to reach $250 million in their fourth year.
Noah shares how they scaled without debt, reinvested earnings to fund expansion, and used financial data to guide their decisions. We discuss the key metrics they track, including marketing costs, sales conversions, installation performance, and cash flow.
We also get into how developing leaders from within, investing in employees, and building strong operational systems have supported their growth, along with practical lessons for home service owners looking to move beyond the $5 million or $10 million revenue mark.
What You Will Learn in This Episode
More From Profit & Grit
Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:
http://profitandgrit.com
Learn more at profitandgrit.com
Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.
If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group.
🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.
🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit
Tyler Martin, a fractional CFO for home services and the trades
📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting
More revenue does not always mean more cash or fewer problems.
In this episode, I sit down with Ismael Valdez, founder and CEO of Nuve and former founder of NexGen Air Conditioning. Ismael helped grow NexGen from zero to more than $100 million, but at around $32 million in revenue, he was still dealing with cash flow pressure, vendor calls, and concerns about payroll.
We talk about what pushed him to better understand the P&L, balance sheet, gross margin, labor, and other key financial metrics. Ismael also shares how an owner’s role needs to change as a home service company grows, when to bring in stronger leadership, and what to understand before considering private equity.
We also get into customer retention, why he created Nuve, and why strong numbers and strong people both matter as you scale.
My biggest takeaway is that every owner eventually reaches a ceiling. Breaking through it means knowing what the business needs next and being willing to change with it.
What You Will Learn in This Episode
More From Profit & Grit
Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:
http://profitandgrit.com
Learn more at profitandgrit.com
Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.
If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group.
🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.
🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit
Tyler Martin, a fractional CFO for home services and the trades
📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting
Brennan Bleile started Suck It Up Furnace Cleaning during one of the hardest seasons of his life, eventually growing the company from one truck to six while building a strong reputation in his local market.
In this episode of Profit & Grit, I talk with Brennan about growing the business through word of mouth, memorable branding, repeat customers, and a customer experience that has helped the company earn more than 2,000 reviews.
We also get into delegation, hiring, managing margins, handling unhappy customers, and Brennan’s perspective on growing a company without losing sight of family and the life he wants outside the business.
What You Will Learn in This Episode
More From Profit & Grit
Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:
http://profitandgrit.com
Learn more at profitandgrit.com
Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.
If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group.
🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.
🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit
Tyler Martin, a fractional CFO for home services and the trades
📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting
A lot of home service businesses think they need more leads when the bigger opportunity may be converting more of the ones they already have.
In this episode, I sit down with Josh Crouch, founder of Relentless Digital, co-host of Service Business Mastery, and co-founder of PhoneTap. We talk about one of the biggest revenue leaks in the trades: what happens after the phone rings.
Josh explains why booking rates are often lower than owners think and how missed calls, pricing objections, and weak follow-up can cost companies significant revenue. We also break down how small improvements in booking rate, technician conversion, and average ticket can create meaningful growth without increasing marketing spend.
We also cover Google and AI, choosing the right marketing channels and agency, and how AI call analysis can help uncover lost revenue opportunities.
The big takeaway is simple: growth is not always about getting more leads. Sometimes it starts with getting more from the opportunities already inside your business.
What You Will Learn in This Episode
More From Profit & Grit
Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:
http://profitandgrit.com
Learn more at profitandgrit.com
Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.
If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group.
🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.
🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit
Tyler Martin, a fractional CFO for home services and the trades
📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting
Going from a $130,000 one-man operation to a nearly $12 million company takes more than just selling more jobs.
In this episode of Profit & Grit, I talk with Carmen Reino, owner of Anchor Pest Control, about leaving a Wall Street IT career to buy a one-man pest control company and building it into a 65-person operation on pace for around $12 million in revenue.
Carmen shares how his willingness to take risks shaped the company, why moving toward more residential revenue improved margins and cash flow, and what he learned when top-line growth started outpacing bottom-line profitability. We also get into building a leadership team, using EOS and measurable accountability, and creating a simple dashboard that gives him a daily pulse on the business.
For trades owners and home service company owners, this conversation is a practical look at what has to change as a company grows, from hiring the right leaders and protecting margins to stepping away from day-to-day problems and using technology to make better decisions.
What You Will Learn in This Episode
More From Profit & Grit
Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:
http://profitandgrit.com
Learn more at profitandgrit.com
Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.
If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group.
🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.
🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit
Tyler Martin, a fractional CFO for home services and the trades
📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting
Josh Kelly has spent years building, operating, and advising home service companies, helping multiple businesses reach nine figures while learning what it takes to scale beyond the point where everything depends on the owner.
In this episode of Profit & Grit, I talk with Josh about his path from struggling to make payroll to owning HVAC, plumbing, and electrical businesses across the country that are on pace to generate around $150 million this year.
Josh also shares why many home service companies get stuck around the $8 million to $10 million range, why developing strong middle managers is so important, and why he focuses on consistent momentum instead of chasing massive long-term revenue goals.
For HVAC, plumbing, electrical, and multi-trade owners, this conversation covers leadership development, pricing, sales systems, vendor negotiations, daily reporting, profitability, and how AI and automation are changing the way owners can monitor and manage their businesses.
What You Will Learn in This Episode
More From Profit & Grit
Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:
http://profitandgrit.com
Learn more at profitandgrit.com
Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.
If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group.
🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.
🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit
Tyler Martin, a fractional CFO for home services and the trades
📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting
A growing trades business can still feel chaotic when too much depends on the owner. Al Levi knows that firsthand after helping grow his family’s plumbing, HVAC, and electrical company to more than 70 employees and roughly $17 million in revenue.
In this episode, Al Levi joins me to share what he learned as a third-generation trades business owner, author of The 7-Power Contractor, and longtime industry consultant. We talk about how stronger systems, technician training, career paths, and leadership development helped build a company that could operate without constant owner involvement.
We also discuss Al’s Top Five approach to priorities, why practical playbooks go beyond basic SOPs, and why developing technicians and leaders from within can create a stronger company. We get into private equity, acquisitions, ethical sales, org charts, training, and what it takes to build a home service business that can keep growing without everything depending on the owner.
What You Will Learn in This Episode
More From Profit & Grit
Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:
http://cfointrocall.com
Learn more at profitandgrit.com
Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.
If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group.
🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.
🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit
Tyler Martin, a fractional CFO for home services and the trades
📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting
Growth in the trades has never been just about booking more calls for Keith Flores. It is about understanding the numbers, earning customer trust, building the right team, and creating a company people remember long after the service visit.
In this episode of Profit & Grit, I sit down with Keith Flores, CEO of HVAC God, HG Home Services, and Home Guardian. Keith shares what he learned from growing quickly before fully understanding the P&L, walking away from a business partnership that went wrong, and building a highly local HVAC company that operates within roughly a five-mile service area.
After more than 35 years in the industry, Keith has worked nearly every side of the business. He started in crawl spaces at 12 years old, built an HVAC company from zero to $4.5 million in its first year, helped other companies improve their sales and operations, worked with private equity groups, and eventually developed a sharper perspective on growth, profitability, hiring, branding, and customer retention.
We also discuss why Keith believes branding matters more than weather, how professionalism shapes customer trust, why he prefers developing younger technicians, how private equity is changing the trades, and why customer retention may be one of the biggest opportunities home service companies are overlooking.
What You Will Learn in This Episode
More From Profit & Grit
Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:
http://cfointrocall.com
Learn more at profitandgrit.com
Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.
If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group.
🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.
🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit
Tyler Martin, a fractional CFO for home services and the trades
📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting
From the publisher's feed
Profit and Grit is the no-BS weekly podcast for home service business owners and blue collar entrepreneurs. Each episode features real strategies from successful contractors and industry experts in…