Strategic CFO leadership — without the full-time cost.
Forecasting, KPIs, cash flow, board decks, and fundraising support from a seasoned finance team with Big Four, investment banking, and private equity experience.
Book a ConsultationThe financial clarity to make your next decision with confidence.
You have outgrown your bookkeeper but you are not ready for a full-time CFO. We sit in that gap — owning the numbers that actually drive enterprise value.
Forecasting & cash flow
13-week cash flow, driver-based budgets, and scenario planning (base, bear, bull) so you always know your runway and what moves the needle.
KPIs, board & investor reporting
Monthly reporting and KPI dashboards your lenders, investors, and board actually trust — built to withstand scrutiny.
Fundraising & financing support
Debt and equity readiness, models, and data rooms — plus pricing and margin strategy to fund growth without giving away the company.
Built for founder-led and home-service businesses.
From early revenue through eight figures — with deep fluency in HVAC, roofing, plumbing, electrical, and construction economics.
Home Contractors
Construction
Professional Services
Startups
Small Businesses
The right time is before you need it.
Approaching $1M+ in revenue
Decisions are getting bigger than your bookkeeper can answer.
Raising capital or financing
You need investor-ready models, KPIs, and a clean financial story.
Planning a sale or acquisition
Get the numbers ready before a buyer asks — see Quality of Earnings and M&A Advisory.
Cash feels tight despite profit
Margins, pricing, and working capital need a steady hand.
What our clients say.
“Before CFO Anytime there were months of hoping I'd be cash-flow positive. Now I have clear insight ahead of month-end close and know exactly how the business performed.”
Samuel R., Real Estate Investor · Michigan
One team, from monthly books to the boardroom.
Bookkeeping
Accurate monthly books with the industry-specific reports and job-costing metrics that matter.
Get Your Books In OrderTax Planning
Proactive federal and state planning and filings — so you stop overpaying and avoid year-end scrambles.
Plan Your TaxesQuality of Earnings
Normalized EBITDA and diligence-ready analysis for when you raise, buy, or sell.
Prepare for a DealFractional CFO FAQs.
Most engagements are a fixed monthly fee scoped to your needs — typically a fraction of a full-time CFO's salary, with no long-term contract. We quote it after a free consultation, so there are no surprise hourly bills.
A bookkeeper records what happened and a CPA files your taxes. A fractional CFO looks forward — building forecasts, KPIs, and cash-flow strategy, and advising on financing, pricing, and a future sale. We can do all three under one roof.
Usually as you approach seven figures in revenue, when you're raising capital, or when you're preparing for an acquisition or sale — any time the financial decisions get bigger than your current team can answer.
Yes. We specialize in HVAC, roofing, plumbing, electrical, and construction — including job costing, WIP schedules, and the seasonality unique to the trades.
See what a fractional CFO can do for you.
Book a free consultation. We'll review where your finances stand and show you exactly what it takes to get to institutional-grade.