Fractional CFO & Bookkeeping Services for Concrete Contractors
PHG helps concrete contractors gain better control over job costs, cash flow, and project profitability. Our fractional CFO and bookkeeping services provide reliable financial reporting, clearer insight into material and equipment expenses, and the financial support owners need to protect margins and run a more profitable contracting business.
Schedule a Call
Testimonials
“We have dealt with 2 fractional CFOs and 4 bookkeepers before we found PHG. PHG came in and did what others couldn’t. We actually know our numbers and have infrastructure in place to make sure our numbers are accurate.”
Sam Allsop
Neil Roofing
“PHG has handled our financial reporting since 2024 and I wish we’d done it sooner. We’re a roofing and exteriors contractor across several Western markets. PHG gives me monthly reporting that actually reflects how the business runs margin by location, by rep, and by job, plus cash, working capital and a forecast. Not just one number at the bottom of a P&L. The commentary is what sets them apart. Shane tells me exactly what’s happening and what to do about it, in plain language. No spin, no filler. Best financial partner we’ve worked with. Highly recommend to any contractor who’s serious about knowing their numbers.”
Vazgen Dallakyanopen
Cobex Construction Group
“PHG has been incredible to work with. Their team is patient, informative, knowledgeable, and easy to work with. PHG has helped us gain a clearer view of our financials and provided valuable guidance as we approach a potential sale. I would highly recommend working with PHG.”
Joey Bryant
SWORD Roofing
“We have been using PHG for over two years now. Their level of sophistication with accounting and KPI’s is something I haven’t seen in my 38 years of business. Their ability to export data and dice it has been invaluable to our team. We highly recommend their services.”
Dale DesJardins
Absolute Aluminum
“PHG has helped us understand our own numbers in a way we hadn’t been able to before. They have enhanced our bookkeeping, expanded our reporting capabilities, and even assessed our marketing strategies. The PHG team is incredibly knowledgeable across many fields, and has been responsive, accessible, and highly effective as a partner. Working with PHG has been a great experience one that we would definitely recommend!”
Megan DuVarney
Grey Gold Concrete
“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
“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
“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
Meet Our CFOs & Bookkeeping Professionals
Logan Marita
Alan Donovan
Shane McCormick
Eric Suh
Tracy Jones
Colton Townes
Jay Homan
Righley Medders
Financial Support Built for Concrete Contractors
We work with residential and commercial concrete contractors, concrete flatwork and finishing companies, decorative concrete specialists, and masonry contractors. We understand the challenges of managing fluctuating ready-mix and material costs, tracking labor and equipment expenses across jobs, and maintaining cash flow while projects are underway. PHG helps concrete contractors strengthen job costing, improve financial reporting, and understand where their projects are making or losing money.
Why Choose Us
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.
Financial Challenges We Help Concrete Contractors Solve
We help concrete contractors keep their financials organized, improve job cost tracking, and gain better visibility into cash flow and project profitability.
Common Challenges We Help Solve:
- Difficulty tracking labor, materials, equipment, and subcontractor costs by project.
- Changes in ready-mix concrete, reinforcement, and supply pricing that affect estimated margins.
- Limited visibility into equipment ownership, rental, maintenance, and operating costs.
- Estimates that don’t fully account for actual project costs and overhead.
- Managing material purchases, payroll, and equipment expenses before customer payments arrive.
- Difficulty understanding gross margins, overhead, and overall business profitability.
What We Offer
Whether you need bookkeeping, fractional CFO support, or both, we can tailor our services to meet your business where it is today and grow with you as your needs evolve.
Our Process
Discovery Call
We start with a brief discovery call to understand your business, goals, and financial challenges.
Financial Health Assessment
We complete your Financial Health Assessment and walk you through the results, providing a clear, actionable roadmap with personalized recommendations.
Engagemet Agreement
If we're a good fit, we'll send an engagement agreement outlining the scope, services, and next steps.
Kickoff Meeting
Together, we'll align on priorities, timelines, and communication to ensure a successful partnership.
Ongoing Advisory
We become an extension of your team, providing ongoing bookkeeping support, strategic financial guidance, and proactive insights to help your business grow.
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 to provide clear, actionable insights you can use right away, helping you make confident and informed decisions.
Case Studies
FAQs
Do you provide bookkeeping and CFO services for concrete contractors nationwide?
Do you work with concrete contractors of different sizes?
How do fees and pricing work?
What accounting software do you work with?
Can you help if our books are behind or disorganized?
Do you replace our CPA or tax preparer?
What does a fractional CFO do for a concrete contracting company?
Can we use your CFO services if we already have a bookkeeper?
Build a Stronger Business with a Finance Partner You Can Trust
Get a clearer picture of your job costs, cash flow, and financial performance. PHG provides the bookkeeping and fractional CFO support concrete contractors need to improve reporting, protect project margins, and stay on top of their finances.
