Fractional CFO &
Financial Strategy
for Trade Businesses.
We partner with HVAC, plumbing, roofing, electrical, and solar companies to track job-level profitability, forecast cash flow, and support your long-term financial strategy.
Financial strategy for every growing business.
From construction and trades to SaaS, professional services, and manufacturing — we partner with small business owners to build the financial infrastructure they need to scale with confidence.
Get your financial picture
together. For good.
We play an integral part of your accounting department as you grow, scale, and evolve.
Forecasting & Growth Planning
Dynamic financial models and budgets to forecast cash flow and set clear profitability targets 12–18 months ahead.
Get started →Performance & KPI Mastery
Full visibility into every job, department, and team — so you make confident, data-driven decisions every day.
Get started →Technology & Systems
Integrate your tools — QuickBooks, ServiceTitan, Gusto and more — for real-time visibility and zero manual work.
Get started →Team Continuity & Augmentation
Flexible fractional support from bookkeeper to CFO level — scales with your business, no long-term contracts.
Get started →CFO services built for every industry.
Whether you run a trade business, a consulting firm, or a tech company — we understand the financial complexities of your industry and build solutions around them.
Construction & Trades
Job costing, subcontractor management, WIP schedules, and cash flow forecasting for trade businesses.
Professional Services
Revenue tracking, utilization rates, retainer management, and owner compensation strategy.
SaaS & Technology
MRR/ARR tracking, burn rate management, unit economics, and runway forecasting for tech companies.
Manufacturing
COGS analysis, inventory costing, margin optimization, and supply chain financial planning.
Healthcare & Wellness
Insurance reimbursement tracking, provider compensation models, and practice profitability analysis.
Retail & Restaurants
Inventory management, food cost analysis, location-level P&Ls, and seasonal cash flow planning.
Built for businesses between $1M and $20M.
Sound familiar? These are the challenges we solve every day for our CFO clients.
-
Unclear Financial InsightsYou're generating revenue but don't know which jobs, products, or departments are actually profitable. We fix that.
-
Cash Flow SurprisesMoney comes in, money goes out — but planning ahead feels impossible. We build rolling 13-week cash flow models.
-
Owner BurnoutYou're running the business AND managing the finances. Hand off the financial complexity to a trusted partner.
-
Ready to ScaleYou have a growth plan but need a financial infrastructure that can support it without breaking at the seams.
How we get
started. Fast.
Getting your financial house in order is easier than you think. Here's exactly what happens when you partner with Accounting Fresh CFO services.
Free Discovery Call
We learn about your business, goals, and current financial situation — no pressure, no jargon, no obligation.
Financial Assessment
We review your books, reporting, and systems to identify gaps — then present a custom CFO plan tailored to your business.
Onboarding & Setup
We integrate with your existing tools, clean up historical records, and build your financial infrastructure from the ground up.
Ongoing CFO Support
Monthly financial reviews, strategic planning sessions, and always-on support to keep your business on track.
Businesses that trust
Accounting Fresh.
"We really enjoy working with Accounting Fresh. Their attention to detail, responsiveness, and industry knowledge have been outstanding. They understand the complexities of a design-build business and keep everything organized and accurate. We consider them an essential part of our team."
"We can't recommend David highly enough. He's personable, friendly, and extremely knowledgeable. Since working with him, he's already saved our plumbing business money and helped get our finances organized and back on track."
"We had a 12 out of 10 experience with David and his team. They are reliable, organized, efficient, and wonderful to work with. We strongly encourage their services and look forward to working with them again."
Latest from
the blog.
Ready to get your finances working for you?
Schedule a free discovery call with David. We'll review your current situation and build a CFO plan tailored to your business — no pressure, no jargon.
Get your financial picture
together. For good.
We play an integral part of your accounting department as you grow, scale, and evolve.
Forecasting & Growth Planning
Dynamic financial models and budgets to forecast cash flow and set clear profitability targets 12–18 months ahead.
Get started →Performance & KPI Mastery
Full visibility into every job, department, and technician — so you make confident, data-driven decisions every day.
Get started →Technology & Systems
Integrate your tools — QuickBooks, ServiceTitan, Gusto and more — for real-time visibility and zero manual work.
Get started →Team Continuity & Augmentation
Flexible fractional support from bookkeeper to CFO level — scales with your business, no long-term contracts.
Get started →Built for growing trade businesses
between $1M and $20M.
-
Unclear Financial InsightsYou're generating revenue but don't know which jobs or departments are actually profitable. We fix that.
-
Cash Flow SurprisesMoney comes in, money goes out — but planning ahead feels impossible. We build rolling 13-week cash flow models.
-
Owner BurnoutYou're running the business AND managing the finances. Hand off the financial complexity to a trusted partner.
-
Ready to ScaleYou have a growth plan but need a financial infrastructure that can support it without breaking at the seams.
How we get
started. Fast.
Getting your financial house in order is easier than you think. Here's exactly what happens when you partner with Accounting Fresh CFO services.
Free Discovery Call
We learn about your business, goals, and current financial situation — no pressure, no jargon, no obligation.
Financial Assessment
We review your books, reporting, and systems to identify gaps — then present a custom CFO plan tailored to your business.
Onboarding & Setup
We integrate with your existing tools, clean up historical records, and build your financial infrastructure from the ground up.
Ongoing CFO Support
Monthly financial reviews, strategic planning sessions, and always-on support to keep your business on track.
Businesses that trust
Accounting Fresh.
"We really enjoy working with Accounting Fresh. Their attention to detail, responsiveness, and industry knowledge have been outstanding. They understand the complexities of a design-build business and keep everything organized and accurate. We consider them an essential part of our team."
"We can't recommend David highly enough. He's personable, friendly, and extremely knowledgeable. Since working with him, he's already saved our plumbing business money and helped get our finances organized and back on track."
"We had a 12 out of 10 experience with David and his team. They are reliable, organized, efficient, and wonderful to work with. We strongly encourage their services and look forward to working with them again."
Latest from
the blog.
Join hundreds of small business owners
who trusts Accounting Fresh with their books
Schedule today!
Whether you have questions about our services or are ready to optimize your business finances, we’re here to help. Fill out the form or contact us directly, and let’s take the first step toward simplifying your bookkeeping and accounting needs.