CPA-led CFO and accounting for home services

Founded by a CPA with experience managing $300M+ in operations, Hata Advising connects your books, field-service systems, job margins, and cash flow to the decisions you make each week.

Serving home-services businesses nationwide with $1M–$50M in annual revenue.

Growing companies face CFO-level challenges long before they can justify a CFO-level salary. Cash flow blind spots, unreliable reporting, and decisions made without real data cost owners more than they realize.

We work inside your business as part of your team, bringing experience across construction and home services. Our focus is stronger cash flow, clearer margins, and financials you can use to run the company.

Whether you need ongoing fractional CFO leadership, help cleaning up your books, or a trusted partner during a critical transition, we bring the discipline and insight your business deserves.

Our Mission

Clarity Creates Confidence

We turn complex financial data into clear, actionable insight.
Every decision in business should be grounded in accurate numbers and transparent reporting. We simplify the financial picture so leaders can move forward with certainty, speed, and confidence.

Trusted Partnership, Real Accountability

We operate as owners, not outsiders.
As your fractional CFO, we embed into your leadership team, take responsibility for results, and hold the financial line with integrity and discipline. Your goals become our goals—and we measure success by the impact we create.

Strategy Before Spreadsheets

Financial leadership that drives outcomes—not just reports.
We go beyond bookkeeping and historical reporting to deliver forward-looking strategy, disciplined planning, and measurable performance improvement. Our role is to guide smarter decisions that accelerate sustainable growth.

Financial Leadership Tailored to Your Business

From fractional CFO engagements to hands-on accounting support, Hata Advising meets you where you are.

The Right Level of Support. Exactly When You Need It.

Some businesses need a strategic CFO partner in the room. Others need clean books and reliable reporting. Most need both. Hata Advising is built to deliver either — or scale between them as your business grows.

Fractional CFO

Financial planning, cash flow forecasting, profitability analysis and guidance for growth and major decisions.

Accounting & Controller Support

Accounting operations, reconciliations, monthly close and reporting that give owners a clearer financial picture.

Quality of Earnings

Buy-side and sell-side financial diligence for owners buying, selling or financing a home services company.

Systems & CRM Integration

Connect field operations and accounting through system selection, workflow design, integration and migration support.

Tax Planning & Preparation

Business and owner tax planning coordinated with the books, with preparation support for CFO and accounting clients.

Industries Served

Built for home services.

Hata Advising works exclusively with home services companies. We focus on the numbers behind the work: job margins, technician productivity, seasonal cash flow, service agreements and the cost of growth.

  • HVAC
  • Plumbing
  • Electrical
  • Roofing
  • Garage Doors
  • Windows and Doors
  • Siding
  • Gutters
  • Landscaping and Lawn Care
  • Tree Service
  • Pest Control
  • Painting
  • Flooring
  • Insulation
  • Fencing
  • Concrete and Paving
  • Solar
  • Appliance Repair
  • Cleaning (Residential, Carpet, Window)
Growing companies need senior-level financial leadership, but not always a full-time executive.

The CFO Your Business Deserves, At a Price That Makes Sense

Senior-level financial leadership without the $250K+ salary.

Most small and mid-sized businesses can’t justify a full-time CFO, but they still face CFO-level problems. Cash flow gaps, messy books, missed margins, and decisions made on gut instinct instead of data.

Hata Advising closes that gap. You get a CPA-led CFO backed by a firm that has managed $100M+ in revenue operations and delivered real results, from 68% revenue growth to 28% EBITDA improvement. Someone who rolls up their sleeves, fixes what is broken and builds what is missing.

Experienced financial leadership, with a scope that fits your business.

Results That Speak for Themselves

68%
Revenue Growth
28%
EBITDA Improvement
$100M+
Client Revenue Operations Managed

Hata Advising clients don’t just get better reports, they get better outcomes.

  • Pricing strategy built on job-level margin data, so growth comes with profit.

  • Cost discipline that finds and closes margin leakage across operations.

  • Full-cycle finance for growing home services companies, from monthly close to job costing.

  • Accounting system migrations completed on time and on scope.

  • Quality of Earnings analyses that give buyers and sellers confidence before the closing table.

Let’s Talk About Your Numbers

Let’s talk about your business.

Tell us where your numbers, systems or financial decisions need support. We will help you identify the right next step.

Talk to Hata