CFO Advisory for Trades & Home Service Businesses
Financial Clarity. Predictable Cash Flow. Sustainable Growth.
Who We Are
Industry-Specific Expertise
Focused on contractors, remodelers, HVAC, electricians, and similar businesses.
Scalable Financial Systems
Build a business that grows profitably, not chaotically.
Clear, Actionable
Financial Insights
No confusing reports, just simple, data-driven strategies.
Personalized,
Hands-On Support
I’m not just a service provider—I’m your trusted financial partner.
Get your books done--without having to lift a finger!
How We Help
Predictable Cash Flow & Profitability Tracking
Cash flow issues can make or break your business. I’ll help you build a system to track and stabilize cash flow, so you always have enough to cover payroll, expenses, and reinvest in growth.
✅ Result: No more wondering if you’ll have enough cash at the end of the month—just steady, predictable revenue.
Job Costing &
Profit Margin Optimization
Many trades businesses underprice their services or don’t track job profitability accurately, leaving money on the table. I’ll set up a job costing system so you can price jobs correctly, improve profit margins, and ensure every project is profitable.
✅ Result: Confidently price your jobs, stop losing money, and maximize earnings.
Financial Forecasting & Growth Planning
Scaling a home service business isn’t just about booking more jobs—it’s about planning ahead. I’ll help you forecast revenue, plan for slow seasons, and structure your business for long-term success.
✅ Result: A clear financial roadmap, so you can hire, invest, and grow without financial uncertainty.
Faster Invoicing &
Payment Collection
Late payments wreck cash flow and keep you stuck. I’ll help you optimize your invoicing and payment process so you get paid on time, every time.
✅ Result: Fewer unpaid invoices, faster payments, and no more cash flow gaps.
Business Growth &
Exit Strategy
Whether you want to expand, hire a team, or prepare for an exit, you need a structured financial plan to support your next move. I’ll guide you in building a business that runs without constant stress—so you can scale or sell when you’re ready.
✅ Result: A business that works for you, not one that keeps you trapped.
