Intuit Inc. is an Americanmultinational business software company headquartered in Mountain View,California, specializing in financial software. The global technology platformprovides financial management, payments, compliance, and marketing products andservices including QuickBooks, TurboTax, Credit Karma, and Mailchimp. Intuithelps customers and communities overcome their most important financialchallenges through innovative software solutions.
Double (formerly Keeper) is practicemanagement software designed for bookkeepers and accountants. The platformhelps professionals communicate with clients, streamline month-end closeprocesses, and offer advisory services. Double is the only bookkeeping practicemanagement software that includes two-way integration with both QuickBooks andXero accounting software, offering robust workflow management and clear, simplepricing.
Hubdoc is document and data capturesoftware that makes capturing financial documents easy through mobile photos,email, scanning, or uploading. The platform extracts key data from bills,receipts, and invoices automatically, helping businesses and accountants manageand record financial records online. Hubdoc is integrated with Xero and otheraccounting platforms for seamless document management and expense tracking.
Profit Solutions Group is a businessconsulting and business coaching firm based in Hebron, Kentucky, with theexperience and knowledge to take businesses to the next level. The firmspecializes in serving entrepreneurs and small to mid-size business owners inprofessional services and trade industries. PSG offers comprehensive servicesincluding strategic planning, profit maximization, system creation andimplementation, team building, KPI analysis, and goal setting. The companyserves clients in the Greater Cincinnati area and beyond, including Lexington,Louisville, and Indianapolis, positioning itself as a “business GPS” to helpowners work on their business rather than in it.
SF&P Advisors is America’s leadingMergers and Acquisitions advisor specializing in the trades, particularlyresidential, commercial, and mechanical HVAC and plumbing businesses. The firmoffers comprehensive services including business valuation, accounting,research, and financial analysis. Founded in 2000 and based in Boca Raton,Florida, SF&P Advisors is managed by Fred Silberstein, a licensed CPA withover 20 years of experience in M&A for HVAC and plumbing clients.
Mark Tisdel, CPA, MST is a FractionalCFO specializing in trade service businesses. He provides comprehensivefinancial services including job costing, cash flow modeling, profit margintuning, and proactive tax planning. Mark Tisdel is a seasoned finance executivewith over 20 years of experience in global finance, having served as CFO atmultiple public SaaS and technology companies including Model N, MineralInc. (formerly Mammoth HR and ThinkHR), and serving on the board ofGrubMarket.
CI Web Group is a digital marketingagency specializing in websites, SEO, branding, and AI-driven strategies forhome service businesses. Since 2008, the company has been the go-to marketingpartner for contractors in HVAC, plumbing, electrical, and other home serviceindustries. Based in Houston, Texas, CI Web Group combines proven strategieswith AI-powered tools to help businesses scale and grow.
Lemon Seed Marketing is a full-servicemarketing agency specializing in branding and strategic marketing coaching forcompanies in the home service industry. Based in Lufkin, Texas, the companycrafts unforgettable brands and develops data-driven marketing strategiestailored for HVAC, plumbing, electrical, pest control, and roofing industries.Lemon Seed was recognized as a 2025 Inc. Power Partner Award winner andhas worked with hundreds of contractors across the country.
Online Access, Inc. is a webdesign and digital marketing company specializing in HVAC, plumbing,electrical, and home service contractors. With over 20 years of experience androots in the plumbing and HVAC industry, the company serves over 500 contractorsacross the US and Canada. Online Access offers custom-designed responsivewebsites, ongoing support and site changes, SEO services, email hosting, GoogleMy Business management, social media programs, and various digital marketingsolutions including Pay-Per-Click, Google Local Services, and Display Ads. Thecompany provides three website package levels (Economy, Business, and Business+ Nearby Now) with a 90-day money-back guarantee and no long-term contracts.
LocaliQ is an AI-powered digitalmarketing solutions provider helping local businesses find, convert, and keepmore customers. The platform offers end-to-end multi-channel marketingsolutions including search, social media, display, and video advertising toincrease visibility and drive engagement. LocaliQ combines AI technology withlocal expertise to help businesses attract and retain ideal customers throughcomprehensive digital marketing strategies.
Lokal Marketing Co. is a digitalmarketing agency dedicated to helping small businesses achieve real results byattracting and converting their ideal clients. The agency focuses on deliveringmeasurable progress and results-driven marketing strategies. Customers praiseLokal as one of the best marketing companies for caring about results andmaking consistent progress every month.
ServiceTitan is a leadingcloud-based software company headquartered in Glendale, California, providingcomprehensive customer relationship management (CRM) and business managementsolutions for home and commercial service contractors. The all-in-one platformhelps plumbing, HVAC, electrical, and other trade contractors manage servicevisits and construction projects, delivering tools for scheduling, dispatching,invoicing, and customer management to drive operational efficiencies andbusiness growth.
Housecall Pro is a top-rated fieldservice management software solution trusted by over 200,000 field serviceprofessionals. The platform provides home service businesses with comprehensivetools for scheduling, dispatching, invoicing, customer communication, andbusiness management, all accessible from mobile devices. Housecall Prostreamlines operations for contractors in various trades including HVAC,plumbing, electrical, and other home service industries.
Simpro is an Australian SaaS companyproviding cloud-based job and project management software for field service andtrade contracting industries. The AI-first operating platform helps residentialand commercial contractors manage quoting, scheduling, invoicing, assetmanagement, and job workflows. Simpro connects field operations to officemanagement, streamlining business processes for HVAC, plumbing, electrical, andother trade businesses.
Marcone is North America’s largest andmost trusted supplier of OEM repair parts, equipment, and supplies forresidential and commercial applications. For more than 90 years, Marcone hasbeen delivering leading OEM repair parts to contractors, technicians, andcontracting professionals in the appliance and HVAC industries.
HARDI (Heating, Air-conditioning &Refrigeration Distributors International) is the single marketing anddistribution resource devoted to the advancement of the distribution of HVACRproducts and supplies. HARDI provides members with the services, resources, andtools to support business development and growth, making wholesale distributorsthe channel of choice for HVACR manufacturers and contractors.
Women in HVACR is an organization thatexists to improve the lives of its members by providing professional avenues toconnect with other women growing their careers in the HVACR industry. Theyempower women to succeed through networking opportunities, mentoring, andeducation. The organization provides scholarship opportunities, mentorshipprograms, and hosts an annual conference.
Women in Plumbing & Piping (WiPP)is a nonprofit membership organization focused on the inclusion, empowerment,and support of women in the plumbing industry, from the field to the boardroom.WiPP provides a place for women to thrive and unlock their full potentialthrough mentorship, networking, recognition, scholarships, and education forpersonal and professional development.
The Plumbing-Heating-CoolingContractors of Washington (PHCCWA) is the premier contractor association forplumbing, heating, and cooling professionals across the state of Washington. Itsupports both union and non-union contractors in service, repair, and newconstruction, as well as manufacturers, suppliers, and service companies.PHCCWA provides advocacy, education, and resources to its members, and isactive in the Washington State legislature to positively impact the future ofthe trades.
