Meet the Team

8-figure HVAC shop owner craving timely financial insights and frustrated with messy books and inconsistent data.  Steph hired the best ServiceTitan (Jess) and QBO (Meg) experts in the industry and together they started a business to bring timely and accurate financial insights to the rest of the trades.

ServiceTitan expert who's helped dozens of HVAC shops optimize their ST accounts (including a 9-figure one!) to increase efficiency, accuracy, and get the most out of their favorite powerful tool.  She's the founder of Lady Titans and 2nd generation tradeswoman and super passionate about elevating our industry.

 Veteran ServiceTitan consultant and cleanup expert. Gary leads Boxed’s consulting arm, helping clients recover from complexity with custom solutions that work. 

QBO expert specializing in helping home service business owners make more, save more and inspire them to give back in meaningful ways.  She's a serial entrepreneur, including a successful home service company and she's excited to bring the power of timely & accurate financials to ServiceTitan users.

Nikko is a QBO superstar specializing in Undeposited Funds & Accounts Receivable Messes. :)

A QBO expert who specializes in re-organizing chart of accounts to tell the true financial story of your business

A ST system automation queen.  Ready to remap your pricebook, add materials and equipment to invoices, analyze job costing