Fractional CFO & Bookkeeping Services for Insulation Contractors
PHG helps insulation contractors improve financial visibility across every job. We help owners understand project profitability, strengthen reporting, manage cash flow, and build financial systems that support better decisions as the business grows.
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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 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
“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
“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
Meet Our CFOs & Bookkeeping Professionals
Logan Marita
Joey Ickes
Alan Donovan
Shane McCormick
Eric Suh
Tracy Jones
Colton Townes
Financial Support Built for Insulation Contractors
We work with insulation contractors serving residential builders, commercial construction projects, retrofit and renovation work, and energy efficiency upgrades. Whether you’re managing labor-intensive installations, tracking material costs, coordinating installation schedules, or maintaining profitability across multiple job types, PHG helps insulation contractors build stronger financial systems, improve reporting, and gain the visibility needed to make more informed business decisions.
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 Insulation Contractors Solve
We help insulation contractors keep their books organized, improve cash flow visibility, and make smarter decisions as their businesses grow.
Common Challenges We Help Solve:
- Books that are behind, messy, or difficult to rely on
- Limited visibility into job profitability and gross margins
- Difficulty tracking labor, material, and subcontractor costs by project
- Cash flow challenges caused by builder payment cycles
- Material cost fluctuations impacting project margins
- Financials not organized for growth, financing, or expansion
What We Offer
| Scope of Work | Bookkeeping + Fractional CFO |
|---|---|
| Historical Quickbooks Cleanup | ✓ |
| Industry Specific Chart of Accounts | ✓ |
| Accrual Accounting Implementation | ✓ |
| Transaction Processing (AP / AR / Payroll / Bill Entry) | ✓ |
| Account Reconciliations | ✓ |
| Month End Close Management | ✓ |
| Basic Financial Statements | ✓ |
| Coordinate with CPA for Tax Prep | ✓ |
| 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 | ✓ |
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.
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, and with read-only access to your books, we provide clear, actionable insights you can use right away. It’s like a financial physical for your business, designed to help you make confident and informed decisions.
Case Studies
FAQs
Do you provide bookkeeping and CFO services for insulation contractors nationwide?
What types of insulation contractors do you work with?
What size insulation contractors do you typically work with?
How do fees and pricing work?
Can you help us understand which jobs are actually profitable?
What accounting software do you work with?
Can you help clean up our books if they are messy or behind?
Build a Stronger Business with a Finance Partner You Can Trust
PHG provides bookkeeping and CFO support for insulation contractors, helping business owners improve cash flow visibility, better understand job profitability, and make smarter decisions that support sustainable growth.
