CFO Consulting for the Trades

As dedicated financial advisors for the skilled trades, we have a front-row view of what works—and what doesn’t—when it comes to successfully operating, growing, and building a valuable contracting business. We’re in a unique position to help you expand your service area, boost profits, and maximize the value of your company.

That’s why many of our MasterPlan clients rely on us for fractional CFO consulting services or to take on special projects. We excel at helping you set clear goals, gather and analyze critical data like job profitability and cash flow, implement growth strategies, and monitor results, all without the expense of hiring a full-time CFO.

Strategic CFO consulting is a core component of our monthly accounting packages; otherwise, services are priced on a project or hourly basis for specific needs.

Sample Client Report

Our Strategic CFO Consulting Offerings

Our fractional CFO services are designed to help you build a more profitable and valuable contracting business. Offerings include:

Strategic Growth & Expansion Planning – Creating a financial roadmap for expanding your service area or adding a new trade (e.g., plumbing adding an HVAC division).
Loan & Financing Package Preparation – Preparing the professional financial documents required to secure loans for new vehicles, equipment, or facilities.
Capital Expenditure (CapEx) Analysis – Analyzing the financial impact of major purchases to determine the best approach—buy, lease, or finance.
Labor Cost & Staffing Analysis – Analyzing your labor burden and job profitability to determine the optimal time to hire new technicians and support staff.
Compensation & Incentive Plan Design – Structuring bonus and compensation plans for key managers and top-performing technicians to drive growth and retention.
Acquisition Due Diligence – Providing financial analysis and advisory for contractors looking to grow by acquiring another trade business.
Industry KPI & Benchmark Analysis – Comparing your financial performance against industry benchmarks to identify opportunities for improvement.

Why Engage with Us for Fractionalized CFO Consulting Services?

Whether you’re trying to manage a rapidly expanding business or find new ways to grow your HVAC business, we can help. You tell us what you’re looking to accomplish, and we’ll help you get there. There’s a good chance we’ve seen it before, and we’ll set you up for success — just like a CFO would do.

Whether you need to raise your clients’ prices, figure out if you should hire a new employee, determine your marketing ROI, analyze whether it’s time to buy a company or continue to grow organically, our experts will help you make data‑driven decisions about the future of your business.

What our Clients Say

Brett Lieberman

Owner, My Pest Pros

Master Plan Advisor Bookkeepers & M&A Specialists is a critical part of our team. They are THE accounting experts for the pest control industry. They not only help keep our books straight, but provide critical analysis to help show how we are doing vs. ourselves and the industry, as well as areas of strength or needing improvement. We would not be as successful without Master Plan Advisor.

Bill Cowley

Co-owner, Cowleys Pest Services

Simply the best. A trusted advisor on way more than just taxes and financial reports.

Tricia Giordano

Director of Finance and Administration, Nozzle Nolen Pest Solutions

Master Plan Advisor’s proficiency in utilizing BILL® has not only simplified our A/P procedures but has also fostered confidence in the accuracy and reliability of our financial transactions. We highly recommend Master Plan Advisor to any organization seeking a streamlined and effective A/P solution.

Hank Hirsch

Founder, RK Environmental/Comprehensive Food Safety

I have been working with Dan and his team for over 15 years now. They have become an extension of our team and we really do see Master Plan Advisor Bookkeepers & M&A Specialists as our firm’s CFO. From detailed monthly P&L reports, tax filings, budgets and ongoing financial guidance, Master Plan Advisor has been our strategic partner along the way.

Donnie Shelton

Owner, Triangle Home Services

One nugget of advice from the Master Plan Advisor team would more than pay for their services three times over.

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