Save $2,000 on your assessment and gain insights into cash flow, profitability, & performance.
Clean books and CFO-level guidance for contractors. Price smarter, protect your margins, and grow with confidence.
100+
$500M+
contractors served
managed client revenue
"We handle the backend numbers so you can scale your home services business."
Brian Bank
Co-Founder & Co-CEO of PHG
No cost, no obligation. For qualified contractors.
Trusted by contractors like you
We understand your challenges
You didn't start a business to stare at spreadsheets all day
If these sound familiar, your books are working against you:
No idea which crews or jobs are actually profitable
Tax surprises every spring
Not able to sell due to messy books
Don't know where you're better or worse than competitors
From spreadsheet fatigue to total business clarity...
"We went through two fractional CFOs and four bookkeepers before finding PHG. They completely stepped in and did what others couldn’t. Now, we actually know our numbers and have the right infrastructure in place to guarantee they are 100% accurate."
Sam Allsop
Neal Roofing
From guesswork to day-to-day accuracy...
“PHG cleaned up my books and took over the day to day bookkeeping / financial management, so I could focus on running the business. Their support provided more visibility into the financial performance of my business than I have had in years. They are a key part of my business and always available to help.”
Donald Young
Central Florida Garage Doors
How we help Home Service businesses
Two services, one financial partner
Fractional Bookkeeping
Clean, owner-ready books closed on time, every month.
Accounting system cleanup & accrual-based setup
Industry-specific chart of accounts
Transaction processing (AP/AR/Payroll/Bill Entry)
Month end close management
Coordination with CPA for tax prep
And more...
Fractional CFO
Senior financial strategy, without the cost of a full-time hire.
Monthly reporting package & operating review
On-call financial expert helps solve any issues
Budgeting & forecasting
Benchmarking against peers
What-if scenario analysis
And more...
Logan Marita
Head of CFO/Bookkeeping
Your Fractional cfo
A CFO who knows how to take your home services business from where it is to where you want it to go
01
Profit Improvement
Find the jobs and pricing that actually pay. We pinpoint where margin leaks so you keep more of every dollar you earn.
02
Cash Flow Management
Never sweat payroll or materials again. Forecast cash so you always know what's coming in and what's going out.
03
Growth & Scaling
Grow without breaking the business. Know when you can hire, buy equipment, or take on bigger jobs — backed by real numbers.
04
Exit Planning
When the time comes to sell, bring in partners, or raise capital, your books will be ready. We help get your numbers and margins organized, so you're prepared for whatever comes next.
An HVAC contractor's books showed a $1M EBITDA loss. Clean accrual accounting revealed that EBITDA was actually $2.1M
$1M+
in redundant costs found
A bottoms-up budget for a $30M roofer facing a down year kept them profitable straight through the dip.
+5%
gross profit
We redesigned a $15M roofer's commission plan so high-margin work paid more, and low-margin jobs sold dropped 30%.
From messy books to a stress-free exit...
"I brought in PHG’s Fractional CFO group to organize our financials and data so we could prepare for a potential sale. Their team expertly positioned us to maximize the company's value, connected us with an excellent partner, and secured a fantastic deal, all while saving us from sell-side broker fees."
Chad Hale
Hale’s Roofing
Turn blind-spot data into 100% financial visibility...
"PHG helped us understand our own numbers in a way we never could before. They completely enhanced our bookkeeping, expanded our reporting, and gave us a responsive, highly effective partner so we don't have to tackle the financial backend alone."
Megan DuVarney
Grey Gold Concrete
Taking the stress out of finances
From first call to clear numbers
1
Connect & Assess
We start with a quick discovery call to review your data and gain clarity of your current financial setup.
2
Get Your Financial Health Assessment
We walk you through a customized assessment, delivering actionable insights and a tailored proposal.
3
Align the Roadmap
We host a kickoff meeting to align our teams, set expectations, and finalize a customized project plan built for your business.
4
Start Optimizing
We roll up our sleeves and get to work maximizing your financial performance from day one.
Bookkeeping & Fractional CFO for contractors
Get Your Free Financial Health Assessment
The Financial Health Assessment includes a 30-minute consultation and a personalized report identifying cash flow gaps, job costing issues, and actionable next steps.
