Fractional CFO Services in New York City
Senior-Level Financial Leadership for Growing Businesses
PHG Advisory helps founder-led and family-run businesses in NYC make better financial decisions with hands-on fractional CFO support. From planning and cash flow management to performance tracking, we help businesses build a stronger, healthier financial foundation.
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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
Office Information
You can schedule an in-person or virtual meeting with our New York City, NY office.
530 5th Ave Fl 8 Ste #809, New York, NY 10036
info@phgadvisory.com
Monday – Friday: 9:00-5:00pm
Saturday – Sunday: Closed
Meet Our CFOs & Bookkeeping Professionals
Logan Marita
Alan Donovan
Shane McCormick
Eric Suh
Tracy Jones
Colton Townes
Jay Homan
Righley Medders
Fractional CFO Support for NYC Businesses
Running a business in New York City often means higher overhead, tighter margins, faster decisions, and more financial complexity than many other markets.
PHG Advisory provides fractional CFO support for NYC business owners who need clearer visibility into cash flow, profitability, forecasting, and overall financial performance.
We help owners move beyond basic reporting, build stronger financial planning, and make more informed decisions around hiring, pricing, growth, and spending without the cost of hiring a full-time CFO.
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.
Signs Your NYC Business Needs a Fractional CFO
Many NYC business owners reach a point where revenue is growing, but financial decisions are becoming harder to make with confidence.
Common signs it may be time for fractional CFO support include:
- Revenue is growing, but cash still feels tight
- Reports are difficult to interpret or act on
- Profit margins are unclear
- Forecasting and budgeting are inconsistent
- Hiring or expansion decisions feel risky
- Financial decisions are becoming reactive instead of planned
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 | ✓ |
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 strategic financial guidance and proactive insights to help your business grow.
Get a Clear Picture of Your Practice's 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.
Industries We Serve in NYC
We work with businesses across a range of industries. The examples below reflect some of the clients we commonly serve.
Case Studies
FAQs
What exactly is a Fractional CFO?
Do you offer fractional CFO services in NYC?
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?
Build a Stronger Business in NYC with Fractional CFO Support
PHG Advisory provides NYC business owners with financial clarity, forecasting, and strategic CFO support to strengthen decision-making and support long-term growth.
