loader from loading.io

How most home service businesses are misled by CPAs with Kristen Deese

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Release Date: 05/07/2025

The Service Business Strategy to Hit $137M in Sales with No Branding or Fluff with Justin Riley show art The Service Business Strategy to Hit $137M in Sales with No Branding or Fluff with Justin Riley

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of Service Business Mastery, hosts Tersh Blissett and Josh Crouch sit down with Justin Riley, President of UpFrog. They explore how UpFrog helps HVAC businesses grow through online pricing tools and smart ad strategies. Justin explains how tracking customer buying habits, improving follow-up, and simplifying installs can...

info_outline
How Entrepreneurs Fix Burnout & Libido Loss using Testosterone & Peptides - Dr Adam & Paul Bakhtiar show art How Entrepreneurs Fix Burnout & Libido Loss using Testosterone & Peptides - Dr Adam & Paul Bakhtiar

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - --------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this Service Business Mastery podcast episode, hosts Tersh Blissett and Josh Crouch chat with Dr. Adam Boender, the strategic implementor at QA, Regen Consultants,  and Paul Bakhtiar, the business strategist at Helios Consultants, about how business owners can feel better and live healthier. They talk about how hormone and peptide...

info_outline
AI Call Tracking for Contractors to Maximize Marketing ROI with CallRail Tools – Nick Jascomb show art AI Call Tracking for Contractors to Maximize Marketing ROI with CallRail Tools – Nick Jascomb

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of service business master podcast, host Josh Crouch sits down with Nick Jascomb, Sales Manager at CallRail. They discuss how CallRail’s tools help businesses track calls, measure marketing performance, and improve lead follow-up. Nick shares how AI-powered insights quickly identify valuable leads and boost customer...

info_outline
Using TikTok to Attract Customers For HVAC and Plumbing Businesses with Jen McKee show art Using TikTok to Attract Customers For HVAC and Plumbing Businesses with Jen McKee

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, recorded live at EPIC 2025 in Orlando, hosts Tersh Blissett and Josh Crouch chat with Jen McKee, owner of Kee Hart Marketing and host of The Kee to Growth podcast. They explore how Jen’s early success with a plumbing client on TikTok led her to start her agency. She shares why simple videos and real storytelling help...

info_outline
How most home service businesses are misled by CPAs with Kristen Deese show art How most home service businesses are misled by CPAs with Kristen Deese

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, hosts Tersh Blissett and Josh Crouch chat with Kristen Deese, who is the Chief Financial Officer at The Virtual CFO for the Trades, Paradise Home Services, and AGS Installations, INC. Kristen shares how running home service businesses with her husband led her to help other owners understand their numbers. She explains...

info_outline
HVAC Hiring & Leadership Tactics That Built a 90% Retention Rate & Leveraged AI - Dustin Van Orman show art HVAC Hiring & Leadership Tactics That Built a 90% Retention Rate & Leveraged AI - Dustin Van Orman

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit.No coding required! 👉 Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, recorded live at Rilla Masters 2025 in Las Vegas, hosts Tersh Blissett and Josh  Crouch chat with Dustin Van Orman, Marketing Manager and President of Business Development and M&A at Any Hour Services - Electrical, Plumbing, Heating & Air.They explore how Dustin’s early love for fixing things led him to...

info_outline
How ChatGPT and Other AIs Are Changing SEO Forever with Mike Venidis show art How ChatGPT and Other AIs Are Changing SEO Forever with Mike Venidis

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No coding required!  👉 Enroll Today- ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, recorded live at the Real Masters 2025 event in Las Vegas, hosts Tersh Blissett and Josh Crouch sit down with Mike Venidis, Chief Experience Officer of RYNO Strategic Solutions, LLC. They discuss Mike’s inspiring journey from surviving a traumatic event to becoming a digital marketing leader in the home services...

info_outline
How AI Is Revolutionizing HVAC Businesses by Automating SOPs and Preventing Costly Mistakes show art How AI Is Revolutionizing HVAC Businesses by Automating SOPs and Preventing Costly Mistakes

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No coding required! 👉 Enroll Today-  ------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, recorded live at AHR 2025 in Orlando, hosts Tersh Blissett, Co-Founder and Chief Experience Officer at Trade Automation Pros, and Joshua Crouch the Founder of Relentless Digital Marketing Solutions, explore the use of AI and automation in the service industry. They discuss the complexities of integrating technology into...

info_outline
How Private Equity, AI and Branding Are Transforming HVAC Businesses in 2025 with Samantha Brazie show art How Private Equity, AI and Branding Are Transforming HVAC Businesses in 2025 with Samantha Brazie

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit.No coding required! 👉 Enroll Today- ------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, recorded live at the BDR Spark 2025 event, hosts Tersh Blissett and Joshua Crouch speak with Samantha Brazie, General Manager at Progressive Heating, Air and Plumbing. They explore the complexities of navigating the HVAC industry amidst the challenges of private equity acquisitions and maintaining a family-owned business...

info_outline
Home Service Expansion Tips for Building a Multi-Location Company with Austin Helms show art Home Service Expansion Tips for Building a Multi-Location Company with Austin Helms

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Learn how to automate tasks, save time, and increase your profit. No coding required! 👉 Enroll Today- ------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, hosts Tersh Blissett and Joshua Crouch talk with Austin Helms, the Founding Partner of Halftime Rentals - Portable Toilets and the Founder of NuBlue Electric, Plumbing, and Air. They discuss the challenges of growing a service business and how to build a strong team. Austin shares simple ways to use technology to make work...

info_outline
 
More Episodes

Learn how to automate tasks, save time, and increase your profit. No Coding required!
👉 Enroll Today - https://bit.ly/3CZTDte

----------------------------------------------------

Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! https://www.servicebusinessmastery.com

In this episode, hosts Tersh Blissett and Josh Crouch chat with Kristen Deese, who is the Chief Financial Officer at The Virtual CFO for the Trades, Paradise Home Services, and AGS Installations, INC. Kristen shares how running home service businesses with her husband led her to help other owners understand their numbers. She explains why knowing the difference between a CPA and a CFO is key to making smart money moves. Kristen also talks about fixing cash flow issues, training teams on KPIs, and building profit the right way. Her simple advice helps business owners grow with confidence.

This talk covers key points like knowing your numbers, training your team to hit KPIs, and fixing cash flow problems early. Kristen shares why understanding the role of a CFO is so important and how better money habits help grow a strong business. She explains how owners can feel more confident by using clear financial reports and staying focused on real profits.

In this episode, here's what you can expect to learn: 

  1. How Real-World Experience Wins: Kristen’s path from running service businesses to becoming a Virtual CFO.

  2. Why Knowing Your Numbers Matters: Learn the power of reading reports and using them daily.

  3. Fixing Cash Flow Problems: Kristen shares simple ways to avoid money mistakes that hurt growth.

  4. The CFO vs CPA Difference: See why having the right financial help changes everything.

  5. Tracking KPIs for Success: Learn how clear goals and simple tracking can grow your business fast.

Timestamps ⏰
00:00 - Recap of the Episode
02:56 - Meet Kristen Deese: From Trades to Virtual CFO for Home Services
06:40 - What Business Owners Don’t Know About Their Numbers
08:15 - CPA vs CFO: What’s the Real Difference?
11:21 - The Pain of Big Tax Bills and How to Avoid Them
17:02 - Cash Flow Mistakes and Profit First Struggles
18:15 - When to Hire a Bookkeeper, CPA, or CFO
22:20 - Avoid Negative CFOs and Keep the Right Perspective
24:51 - The Three Reports Every Business Owner Should Watch
30:51 - Why P&Ls Can Look Good but Bank Accounts Don’t
33:12 - Kristen’s Power Profit Workshop: What to Expect
36:31 - Teaching KPIs and Getting Teams to Hit Their Goals
37:45 - Working with Your Spouse: Lessons from Kristen and Tersh

If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉)


Links & References:

LinkedIn: 

Website:

This episode is kindly sponsored by:

Connect with us!

Affiliate links: