CFO Services for Business Owners
PHG Advisory helps founder-led and family-run businesses earning $1M–$75M in revenue improve financial visibility, make better decisions, and support sustainable growth through senior-level financial insight and leadership. From budgeting and cash flow oversight to forecasting and performance tracking, we help build the structure and clarity needed for a stronger business.
Schedule a Call
Schedule a Consultation and Receive a Complimentary Financial Health Assessment ($2,000 Value)
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
Testimonials
“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
“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
“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
Meet Our CFOs
Logan Marita
Joey Ickes
Alan Donovan
Shane McCormick
Eric Suh
What We Offer
| Scope of Work | 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 | ✓ |
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.
Case Studies
FAQs
Do you offer CFO services nationwide?
What exactly is a 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?
What size or type of businesses do you work with?
How do fees and pricing work?
Ready to Scale With Stronger Financial Leadership?
We provide senior-level financial leadership to help you improve visibility, plan with confidence, and make smarter decisions around hiring, growth, and capital allocation without the cost of a full-time CFO.