Contact us today for your free, no-obligation financial health assessment:
Financial clarity, strategic insight, and accurate books, all in one place.
Valid Until
Get a Complimentary Financial Health Assessment*
*Valid for qualified clients only.
2025 & YTD 2026 Stats
Over
Over
Over
128
500M
200
(100+ Reviews)
Perfect 5-Star Rating on Google!
Closed Deals
Signed LOIs
Clients’ Combined Revenue
Why PHG?
No Lock-In Periods
Cancel anytime. We earn your trust month after month.
Flat Monthly Pricing
No hourly billing. No hidden fees. Predictable costs from day one.
Fast Response Times
You’ll always hear back within 24 hours. Guaranteed.
Build a Stronger Business with a Finance Partner You Can Trust
PHG Advisory helps founder-led and family-run businesses strengthen financial visibility and decision-making through integrated fractional CFO and bookkeeping support. From accurate monthly reporting and cash flow oversight to strategic planning and performance tracking, we provide the financial structure and insight needed to support healthier growth.
Strategic Advisory,Dedicated to Owners
Bookkeeping Services
Fractional CFO
Limited Time Offer
Get a Clear Picture of Your Financial Health*
Before any engagement, we begin with a Financial Health Assessment (FHA) to show you where your finances stand and identify areas for improvement. We review your accounting systems, reporting accuracy, cash flow, profitability, and potential risks, and with read-only access to your books, we provide clear, actionable insights you can use right away. It’s like a financial physical for your business, designed to help you make confident and informed decisions.
We learn about your business and complete a Financial Health Assessment.
Review
2
We present findings, opportunities, and recommendations.
Plan
3
We finalize the partnership, align on goals, and build your roadmap.
Implement
4
We put the plan into action and optimize your financial operations.
Industries We Serve
We work with businesses across a range of industries. The examples below reflect some of the clients we commonly serve.
Construction Companies
Restoration Companies
Roofing Contractors
Electrical Contractors
Plumbing Contractors
HVAC Contractors
Highlights
Key Differentiators
Senior-Level Strategy
Our team brings Big Firm and private equity experience without the full-time cost.
Exit-Ready Books
When the time comes to sell, bring in partners, or raise capital, your books will be ready.
Timely Financials
Books are closed by the 15th of every month. No delays.
Scope of Work
What We Offer
Historical QuickBooks Cleanup
Industry Specific Chart of Accounts
Accrual Accounting Implementation
Transaction Processing (AP / AR / Payroll / Bill Entry)
Account Reconciliations
Month-End Close Management
Basic Financial Statements
Coordinate with CPA for Tax Prep
Monthly Reporting Package
Strategic Financial Planning & Insights
Key Performance Indicator Tracking
Budget & Forecasting
Bi-weekly Update Calls
Capital Allocation Decisions
Operational Cost-Savings
What-If Scenario Analysis
Transition / Succession Planning
Sale Preparation & Valuation
Who We Work With
Founders who need clean, accurate books delivered on time
Businesses preparing to grow, scale, or hire
Owners who want reliable monthly reports and KPIs
Teams without a CFO, Controller, or internal finance structure
Companies frustrated with late closes, messy data, or unclear performance
Operators who want financial insight they can actually use
We support founders and business owners who want smart financial guidance without the cost or complexity of building a full finance department. Whether you’re getting your books in order, planning for growth, or just need monthly clarity, we’re here to help.
Hear What Our Customers Have To Say
“When I began to think of selling my business, it seemed people started reaching out of the woodwork to talk to me and pitch me. Of all the various parties, I can confidently say that I would only ever engage with PHG. PHG didn’t pitch me, they educated me. By guiding me through every step of the process, they earned my complete trust and delivered a remarkable outcome for me and my business. More than anything, they are great guys with great values.”
Mike Daley - Hi-Tech Roofing
“PHG cleaned up my books and took over the day-to-day bookkeeping and financial management, allowing me to focus on running the business. Their support provided more visibility into my company’s financial performance than I had experienced in years. They are a key part of my business and always available to help.”
Donald Young - Central Florida Garage
“Working with PHG was one of the best decisions I made throughout the entire process of selling my business. PHG’s experience and strategic guidance were invaluable. They knew how to position the business and helped me achieve an amazing outcome for myself and my business. I couldn’t have asked for a better partner through this process. I would strongly recommend PHG to any business owner considering a sale.”
Ken Tannassee - Tannassee Fire
“I engaged PHG’s Fractional CFO group to organize my financials and data in preparation for a potential sale. Their team expertly positioned my business to maximize its value. When the time was right, PHG’s Buyside M&A Team connected me with an excellent partner and secured a fantastic deal, saving me from paying a sell-side broker fee. PHG provided guidance and support from start to finish, and I would strongly recommend that any strategic-minded business owner consider speaking with them.”
Chad Hale - Hale’s Roofing
Dedicated to family and founder-owned businesses
PHG is a strategic advisory firm based in New York City, specializing in services for family and founder-owned businesses. Our large and growing team is divided between our Buyside M&A, Strategic Finance, and Valuation divisions, bringing extensive experience from blue-chip private equity and investment banking firms to the lower middle market.
We are committed to supporting businesses at every stage of their lifecycle. Our comprehensive services range from essential bookkeeping and financial reporting to developing multi-year business plans and maximizing value at exit.
At PHG, we understand the unique challenges and opportunities faced by family and founder-owned businesses, and we leverage our expertise to provide tailored solutions that drive growth and success.
