Fractional CFO Services
Know Your Numbers. Control Your Growth.
Financial management systems for $800K+ home service companies—bookkeeping, analytics, strategy, and execution support.
Most owners don’t know their real breakeven point, their labor cost benchmarks, or which services drive the highest profit. That lack of clarity slows growth—and sometimes sinks businesses.
We fix that by building the financial systems, reporting, and strategic structure that give you full control. Then we work with you for 2–3 years to optimize, scale, and keep you accountable.
The result: predictable profit, stronger margins, and a business that runs with clarity—not guesswork.
Complete Financial & Strategic Management
Everything you need to scale profitably—without the overhead of a full-time CFO
Core Services Included
📊 Bookkeeping Oversight
Clean, accurate financials built for decision-making. QuickBooks fully integrated and automated.
📈 Marketing Analytics
See exactly where your leads and profits come from. Track CAC, ROI, and channel performance.
💰 Profit & Cash Flow Analytics
P&L analysis reveals where money is made or lost—by service, by team, and by time period.
🎯 Operational & Organizational Structure
Build a company that grows without chaos—clear roles, systems, and accountability.
📋 Monthly Reporting Dashboards
Visual dashboards (breakeven, labor efficiency, marketing ROI, margin insights). No accounting degree needed.
🗓️ Quarterly Strategy Planning
Set clear goals each quarter and adjust based on data—not emotion.
🧾 Tax Planning
Proactive strategies to reduce your tax burden and protect cash flow.
What This Is NOT
To keep expectations clear:
❌ We don’t run ads
❌ We don’t build websites
❌ We don’t hire your staff
❌ We don’t manage your team
We build the financial and strategic engine—you and your team drive it.
Think of this as CFO-level clarity and leadership, without the CFO-level cost.
The Value You’re Getting
Instead of paying $80K for an MBA or $200K+/year for a full-time CFO, you get:
✅ A complete financial management system
✅ 2–3 years of expert strategic guidance
✅ Clear roadmaps for 30–40% annual growth
✅ Automated analytics and reporting
✅ Bi-weekly accountability
✅ Peace of mind knowing everything is under control
This isn’t a course.
This isn’t a one-time consultant.
This is a long-term partnership built to transform your company.
Curious how it works in the real world?
Why I Focus on HVAC, Roofing, Plumbing, and Trades
Home service companies have what restaurants and retail don’t:
Healthy margins (35–50% gross)
Clear financial levers that create fast results
Scalable revenue models
Predictable, high-value demand
And I learned this the hard way—by watching a restaurant struggle unnecessarily.
The Restaurant That Taught Me Everything
A restaurant I worked with saw revenue drop 32% over three years. Their breakeven required 108 customers/day, but they averaged 76.
The owner, stressed and overwhelmed, made an emotional $50K investment into a bar.
The data said they needed 30 drinks/day to break even.
Actual sales? 3 per day.
The truth: businesses rarely fail suddenly—they fail silently, over time, without systems warning them early.
Home service companies, with stronger economics, see dramatic improvements when these systems are installed early.
Clarity protects businesses.
Systems scale businesses.
That’s what we build together.
How We Work Together
A Proven 3-Phase System for Financial Clarity and Scalable Growth
Phase 1 — Foundation (Month 1, $4,000)
Build your financial and operational baseline.
Includes:
Goal setting & 3-year planning
Full financial audit
Breakeven & pricing analysis
QuickBooks/POS data pipeline setup (automated analytics)
Organizational structure assessment
Custom dashboard creation
90-day action plan
Phase 2 — Optimization (Months 2–12, $2,500/mo)
Fix inefficiencies and drive consistent growth.
Includes:
Bi-weekly strategy sessions
Monthly analytics & reporting
Marketing ROI tracking
Cash flow projections
Labor optimization
Pricing, margin, and service profitability insights
Quarterly deep-dive planning
Phase 3 — Scaling (Years 2–3, $2,500/mo)
Build a business that runs smoothly and scales intelligently.
Includes:
Expansion planning
Service mix optimization
Geographic growth strategy
Hiring roadmaps
Advanced tax planning
Forecasting & scenario modeling
Succession and exit planning
Deliverable:
A business with predictable profit, mature systems, and a clear path to $2M-$3M+.
About
Experience That Drives Results
MBA in Business Administration
7 years U.S. Marine Corps
7 years financial planning
Python analytics and automated reporting systems expert
Built financial systems for multiple industries—now specializing in trades
I don’t just give advice.
I build the systems, pipelines, and analytics that turn numbers into growth.
My philosophy:
Build clarity.
Use data to guide decisions.
Prepare early.
Execute consistently.
That’s how businesses win.
Investment
Month 1:
$4,000
(Complete financial and operational foundation)
Months 2+:
$2,500/month
Year 1 Total: $31,000
Years 2–3: $30,000/year
Expected ROI Over 3 Years
Based on typical targets:
$800K → $1.04M → $1.4M → $2M
Investment: ~$91K
Potential revenue increase: ~$1.2M
ROI: 13X+
(Not including margin improvements and tax savings.)
Who This Is For
You’re a great fit if you:
✅ Generate $800K+ revenue
✅ Want predictable growth
✅ Value accountability and data
✅ Prefer strategy over guessing
✅ Want CFO-level support without full-time cost
Not a fit if you want a quick fix, a one-time consultation, or someone to run your marketing/operations.
FAQ
Do you work with my industry?
Yes—HVAC, roofing, plumbing, electrical, landscaping, and similar home services.
How is this different from bookkeeping?
Bookkeepers record transactions.
We build systems that drive decisions and growth.
Do I need technical skills?
No—everything is automated and visual.
My books are messy. Can you help?
Yes, but an additional fee may be added depending on the complexity.
How much time do I commit?
3–4 hours per month after onboarding.
Ready for Financial Clarity and Predictable Growth?
If you’re generating $800K+ and want a clear, data-driven roadmap to scale to $2M+, let’s talk.
No pressure. No hard sell. Just clarity.
Book Your Free 15-Min Strategy Session
Or schedule directly:
