Fractional CFO Services
Strategic financial leadership—without the cost of a full-time hire
PHG Advisory supports founder-led businesses by delivering hands-on, strategic finance expertise on a fractional basis. From planning to performance tracking, we help you run a stronger, more financially sound business—at a fraction of the cost of hiring a full-time CFO.
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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
Who We Work With
You’ve outgrown basic bookkeeping, but don’t yet need (or want to hire) a full-time CFO. We support:
- Business owners making key growth or hiring decisions
- Companies needing more accurate forecasting and budgeting
- Founders looking for financial visibility and KPI tracking
- Teams without an internal CFO or strategic finance lead
- Operators preparing for financing, expansion, or succession
- Businesses frustrated by unclear financial performance
What Makes Us Different
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.
Timely Financials
Books are closed by the 15th of every month. No delays.
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.
Our Process
Discovery Call
Let’s get to know your business, your challenges, and how we can help.
Grant Access to Books
We securely connect to your financial systems with read-only access so we can complete your Financial Health Assessment.
FHA Call
We walk through your Financial Health Assessment together and highlight key insights.
Send FHA Deck
You receive a clear, actionable breakdown of your financial position and opportunities.
Send LOI
We send a Letter of Intent outlining the scope, services, and next steps.
Internal Kickoff
Our team aligns behind the scenes to prepare for a seamless onboarding.
Partnership Kickoff
We meet with you to align goals, timelines, and expectations for success.
Finalize Project Plan
Together, we lock in a clear, customized roadmap tailored to your business needs.
Start Implementation
We roll up our sleeves and get to work optimizing your finances from day one.
What We Offer
| Scope of Work | Fractional CFO |
|---|---|
| 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 | ✓ |
Get a Clear Picture of Your Financial Health
Every engagement starts with a Financial Health Assessment. We review your reporting structure, profitability, cash flow, and risk exposure—then share actionable recommendations tailored to your business goals. It’s your roadmap to better financial performance.
Industries We Serve
Legal Services
Restoration Services
Medical Spas & Dental Practices
Youth Sports Organizations
Pest Control Services
HVAC Services
Foundation Repair Services
FAQs
What exactly is a Fractional CFO?
How is this different from hiring a Controller or Accountant?
How involved will your CFO team be in our business?
Can I use your CFO services without switching my bookkeeper?
5. What size or type of businesses do you work with?
Build a Smarter Financial Strategy with a CFO Partner You Can Trust.
Gain the financial clarity, forecasting, and strategic guidance you need to scale with confidence. We partner with you to strengthen decision-making, improve performance, and build a financial foundation that supports long-term growth.