Know your worth
And make yourself worth more
We deliver fractional CFO services and exit planning to HVAC, plumbing, electrical, roofing, and general contracting companies — giving you the financial clarity to grow profitably or exit on your terms.
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TRUSTED BY CONTRACTORS NATIONWIDE
Your bookkeeper can't map the path to $10M
Most contractors depend on a bookkeeper or basic accountant who reconciles the books but can't explain the "so what" behind the numbers. They can't model the impact of adding another crew, restructuring technician pay, or preparing for an acquisition. That gap costs you real money every month.
Cash-basis reports paint an incomplete picture
You're making critical decisions based on financials that don't reflect when revenue was actually earned or when costs were truly incurred. The real story gets buried.
No roadmap for where you're headed
You know last quarter's numbers but have no financial model, no budget, and no forecast showing what needs to happen to hit your growth targets.
Field service data sits in a silo
Your field service platform holds valuable operational data, but none of it connects to your financials in a way that drives actionable decisions.
Margin leaks go unnoticed
Pricing inefficiencies, overhead creep, and missed revenue opportunities that a trained financial partner would identify in the first engagement.
Who gets the most value from working with us
We're not the right fit for everyone — and we'll tell you that upfront. But if any of these sound like your situation, we should talk.
Preparing to Sell in 1–5 Years
You want every dollar of exit value captured before a buyer gets the upside — and need someone who understands how acquirers think.
Revenue Growing, Margins Shrinking
Top line is climbing but the money isn't dropping to the bottom — and you can't pinpoint where it's going.
Scaling Fast, No Financial Visibility
Adding crews and trucks but don't have financial infrastructure to know if the growth is actually profitable.
Don't Trust Your Numbers
Your accounting software doesn't match your field service platform, your P&L looks different every time, and decisions are based on unreliable data.
Need a Turnaround
Operations are in trouble and you need someone who can cut through the noise, find the real issues, and help execute a recovery plan.
Stuck at the Same Revenue
You've been at the same number for years and know there's untapped potential — but can't see where the leverage is.
We get in the weeds so you don't have to
Enterprise Software Architecture
Map your entire tech ecosystem — field service, accounting, CRM, payroll — and build the integrations that make data flow automatically instead of manually.
AI Agents & Automation
Build and deploy custom AI agents that handle dispatch optimization, customer follow-ups, reporting, and repetitive tasks — freeing your team to do real work.
Process Reengineering
Go on-site, observe how work actually gets done, and rebuild processes from dispatch to invoicing. Not theory — actual implementation you see in 60 days.
Pricing, Comp Plans & Job Profitability
Restructure your price book, redesign technician compensation to align with margin targets, and track profitability by job, trade, and crew.
Workforce & Performance Optimization
From who shows up on time to who closes at the highest rate — we track, benchmark, and fix the people-side problems that kill margin.
Multi-Trade & Territory Expansion
Model the financial case for new service lines or territories, then help you execute the rollout — systems, hiring plans, and alland all.
Every dollar of EBITDA we find is worth 5–10× at exit
Other firms clean up your books and tell you where the gaps are. We close them. We go into your operation, change the processes that are bleeding margin, integrate the systems that should have been talking to each other years ago, and deliver EBITDA improvement you can actually see on the P&L — not in a slide deck.
A CFO built for the trades
We combine financial rigor with deep home services expertise. Three pillars of service — one partner embedded in your business.
Accounting & Systems
Clean, accrual-basis financials connected to your field service platform and QuickBooks — so you actually trust the numbers.
- Monthly accrual P&L, balance sheet & cash flow
- Field service ↔ QuickBooks reconciliation
- Key account reconciliations
- AP/AR management and payroll support
Planning & Analysis
Forward-looking models and monthly reports that tell you exactly what to do next — not just what happened last month.
- Financial model and annual budget
- Monthly KPI report with operational metrics
- Board packages for investors and partners
- Strategic advisory on growth decisions
Exit Preparation & M&A
Planning to sell in 1–5 years? We help position your financials, optimize your margins, and prepare your business for maximum enterprise value.
- EBITDA normalization and addback analysis
- Business profit & margin optimization
- Exit positioning and value maximization
- Acquisition support and due diligence prep
From broken to built — in 60 days
We don't do 6-month discovery phases. We diagnose fast, move in, and start changing things. You'll see real results before most consultants finish their assessment.
Full Diagnostic
We pull your QuickBooks, field service data, and tech stack — and run a complete financial and operational diagnostic before we ever propose an engagement. You'll see exactly where money is leaking and what your real margins look like. No charge, no commitment.
Clean the Books, Map the Operation
We reconcile accounts, restructure your P&L by business unit, and fix misclassified expenses. At the same time, we map your entire software ecosystem and operational workflows — identifying every bottleneck, disconnection, and margin leak in the business.
Implement, Integrate, Execute
This is where we're different. While other firms would hand you a report, we're inside your business — restructuring processes, connecting systems, deploying automation, fixing pricing, and rebuilding the workflows that are costing you real money. You see changes, not recommendations.
Scale Profitably or Exit at Maximum Value
We stay embedded in your business — running monthly reporting, continuing to optimize operations, and preparing your financials for whatever comes next. Whether that's scaling to $20M or selling at 10× EBITDA, your business is running like a machine.
Your next step: Free · 30 minutes · No commitment required
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Client Results
Real clients. Verified outcomes. Case studies coming soon.
Big 4 credentials. Operator mentality.
CPAs and CFOs who've worked at the largest accounting firms and banks in the country — combined with enterprise architecture and hands-on operational experience running real companies. We don't just analyze. We build.
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Ready for someone who actually does the work?
Book a free diagnostic. We'll pull your numbers, map your operation, and show you exactly where the money is — before you spend a dollar.
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Fractional CFO, enterprise architecture, and operational execution for HVAC, plumbing, electrical, roofing, and general contracting companies.
Contact
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- Salt Lake City, UT