Everything you need to know about working with us

A fractional CFO provides executive-level financial leadership without the cost of a full-time hire. For contractors, that means clean accrual-basis financials, monthly reporting with actionable insights, financial modeling, budget management, cash flow forecasting, and strategic advisory on pricing, hiring, and growth decisions. We bridge the gap between your bookkeeper and the strategic financial partner your business needs to grow.

Most bookkeepers categorize transactions and reconcile bank feeds. Most CPAs focus on tax compliance. Neither restructures your chart of accounts to institutional standards, builds departmental P&Ls by trade, or delivers accrual-basis financials with management commentary. We provide the financial infrastructure, strategic insight, and forward-looking analysis that growing contractors need to make confident decisions.

It depends on your situation. In some cases we work alongside your existing bookkeeper and provide the CFO-level oversight and analysis they can't. In other cases, we manage the full accounting function. We'll assess your current setup during the diagnostic and recommend the best approach.

We specialize in home services and construction trades — HVAC, plumbing, electrical, roofing, and general contracting companies. Our deep expertise in these industries means we understand the specific financial challenges, operational metrics, and margin benchmarks that matter for your business.

We start with a complimentary financial diagnostic where we pull your QuickBooks and field service data and identify specific improvement areas. If we're a fit, onboarding takes 2–4 weeks. We restructure your chart of accounts, connect your systems, and begin the first monthly close. Most clients are fully transitioned within one close cycle.

Most clients meet with us monthly for a deep financial review — we walk through the numbers, identify trends, and discuss strategic decisions. Many clients also have ad-hoc calls as questions come up. We're a partner embedded in your business, not a vendor who disappears between reports.

We work in QuickBooks Online and can integrate with most field service platforms, CRM tools, and operational systems. We meet you where you are and optimize from there.

Pricing depends on the scope of work, complexity of your books, and how much of the accounting function we're handling. We'll scope everything during the diagnostic so there are no surprises. Most engagements are a fraction of what a full-time CFO would cost, with significantly more impact than what most contractors currently have in place.

We believe in earning your business every month. Our agreements are structured to be fair and flexible — we want you to stay because of results, not contract terms.

Yes. The financial practices that maximize exit value — clean books, strong margins, clear departmental profitability — are exactly what make a business more profitable and easier to run today. Building toward exit-readiness is just building a better business. And if an opportunity comes along, you'll be ready.

Ideally, 12–36 months. That gives us time to clean up the books, optimize margins, demonstrate consistent financial performance, and build the narrative that buyers want to see. The earlier you start, the more value you capture.