Profit Planning for Service Business Owners

See Exactly Which Business Decisions Will Add the Most Profit Before You Make Them

ProfitPath AI helps service business owners test pricing changes, hiring decisions, marketing investments, and growth strategies before spending a dollar.

Built for HVAC companies, contractors, plumbers, electricians, cleaning businesses, and service-based SMBs.

Be among the first HVAC and service business owners to see how ProfitPath AI helps you make more profitable decisions.

No spreadsheets. No finance degree required.

HOW IT WORKS

Plan Smarter in Three Simple Steps

01

Connect Your Numbers

Enter your revenue, costs, and jobs in about 5 minutes. No spreadsheet or accountant needed.

02

Run a Scenario

Ask questions like "what if I raise my prices by 8%?" and see the profit impact instantly.

03

Get Coach Rev's Recommendation

See the single decision most likely to grow your profit, delivered in plain, actionable language.

Get early access when ProfitPath AI launches and start testing business decisions before spending a dollar.

Your AI Business Advisor

Meet Coach Rev

Coach Rev is your dedicated AI business advisor. It analyzes your numbers and tells you the exact decisions most likely to grow your profit in plain English.

Coach Rev AI Advisor Avatar

Increase pricing

+$3,480/mo profit

Improve retention

+$2,100/mo profit

Reduce costs

+$1,850/mo profit

Increase conversions

+$4,200/mo profit

Currently being tested by service business owners. Join the early access list to be among the first to access Coach Rev at launch.

Most Tools Show Reports.
We Show What's Next.

Other Tools

  • Shows static historical reports
  • Built for accountants and finance experts
  • Complex setup and overwhelming dashboards
  • Tells you what happened last month
  • Expensive tools or hiring a fractional CFO

ProfitPath AI

  • Gives actionable recommendations

  • Built for service business owners

  • Simple 5-minute setup, no math required

  • Tests future scenarios before you spend

  • Affordable monthly SaaS subscription

Founding member section.

FOUNDING MEMBERS — 31 OF 50 SPOTS LEFT

Be one of the first 50 trades owners on ProfitPath

Early access, founding pricing, and a direct line to shape what we build.

BN
Bryan Nee, founder
Built ProfitPath for owners like me

After 20+ years running my own business, I built the tool I always wished I'd had — one that shows you, in plain English and real dollars, where your profit is really going.

18–34%

of their potential profit is what small trades and service businesses leave on the table every year — mostly from mispricing, hidden cost creep, and jobs that quietly lose money.

Composite of industry research: 10–30% revenue leakage in small businesses, 18–24% underpricing in service businesses, and 21–34% profit loss in trade contractors.
COACH REV FOUND
$1,840/mo

in underpriced install jobs — flagged in the first session.

Sample insight — your numbers will be your own.
Works with QuickBooks Online · Bank-level security · Cancel anytime
Claim a founding spot
Free early access · No card required to start
Founding member stories — coming soon
Real results from real trades owners, the moment they're in.

PRICING

Free To Start.
Plans From $39/mo.

Starter

$0/forever

Put your numbers in, see your profit path. One scenario, saved and yours to revisit anytime.

  • 1 saved scenario

  • Core growth levers

  • Basic profit projection

  • Manual data entry
    —Compare scenarios

    —Weekly AI brief

    —QBO sync
    —PDF reports

MOST POPULAR

Growth

$39/mo

Everything you need to make confident decisions and grow your profit.

  • Unlimited scenarios

  • All 12 growth levers

  • Save & compare scenarios

  • Weekly AI brief from Coach Rev

  • Manual data entry
    —QBO sync

    —PDF reports

    —Onboarding call

Pro

$99/mo

Everything in Growth, plus the tools that run your business on autopilot.

  • Everything in Growth

  • QuickBooks Online sync

  • White-label PDF reports

  • Personal onboarding call

  • Early access to new features

  • Priority support

Stop Guessing. Start Planning.

Every business decision affects profit. Know the impact before you act.

Be among the first service business owners to access ProfitPath AI and discover which decisions can have the biggest impact on your profit.

ProfitPath AI is a modern growth planning platform for small business owners who want real financial clarity without the spreadsheet chaos.

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