Bookkeeping and Financial Support for Home Service Businesses
Schedule Your Free Financial Assessment
Know Your Numbers. Grow Your Business.
You’re great at what you do—whether that’s installing roofs, running service calls, or managing crews in the field. But when it comes to the back office? Many home service businesses struggle to stay on top of bookkeeping, understand their cash flow, or make informed financial decisions.
That’s where we come in.
We provide reliable bookkeeping and fractional CFO services tailored to the real-world needs of home service companies. You won’t be handed off to an app or ticketing system—you’ll work with a team that understands your industry, communicates clearly, and helps you run a more profitable business.
Testimonials
“I was initially hesitant to sell my business given all the unknowns. PHG was a tremendous help in educating me on private equity and the sale process generally. Everything they said would happen did happen. I can confidently say that I would never have achieved this great outcome without them.”
Sam Allsopp
Neal Roofing
“PHG has completely transformed the financial side of our roofing company in Florida. With multiple locations, we struggled with our finances until we started working with them. Their fractional CFO services have been incredibly valuable, offering strategic insights and financial leadership without the need for a full-time CFO.”
Ryan McPherson
Quality Roofing
“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
“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
“PHG has transformed our bookkeeping by turning it into a tool used to monitor and steer the business. Instead of only using Quickbooks for tax filing, we now have the visibility and confidence in the numbers to uncover new opportunities and best position Amped for future growth. Outside of visibility and insightful financial reviews, PHG has assisted with the developing the compensation structure of our sales team, budget development, quoting best practices etc.. They have been great partners.”
Trey Flake
Amped Security
What We Offer
Bookkeeping
Categorization and reconciliation of income and expenses
Clean, easy-to-read financial reports delivered monthly
Support customized for job-based and service-driven businesses
Fractional CFO Services
Project-level profitability and job costing
Cash flow tracking and forecasting
Strategic planning to guide hiring, growth, or equipment investments
Who We Work With
- Roofing contractors
- HVAC and plumbing companies
- Lawn care and landscaping firms
- Electricians, painters, and general contractors
Whether you’re a one-crew operation or managing a growing field team, we help you get financial clarity without the headache.
What Makes Us Different
Flexible support that grows with your business
You get real relationships, not bots or handoffs
We speak your language—no accounting jargon, just practical advice
Our insights are grounded in the day-to-day challenges of service businesses
Get a Free Financial Assessment
Let’s take a look at your books, talk through your goals, and give you clear next steps. Whether you’re behind on reconciling transactions or just want better visibility into your numbers, this no-pressure assessment is the first step to getting organized.