Financial services for home services companies
Fractional CFO
Hands-on financial leadership for forecasting, cash flow, budgeting, reporting and profitability decisions.
Explore Fractional CFO services
Accounting & Controller
CPA-led bookkeeping, reconciliations, monthly closes and controller support that help owners understand their financial performance.
Explore Accounting & Controller support
Quality of Earnings
Transaction-focused diligence examining earnings, add-backs, source records and working-capital risks. This consulting engagement does not provide an audit opinion or assurance.
Explore Quality of Earnings services
Systems & CRM
Finance-side oversight for system integrations and migrations, including accounting requirements, mapping, workflow testing and opening-balance reconciliation.
Tax
Tax planning and preparation offered as an add-on for existing CFO and accounting clients, coordinated with current books and the owner’s tax picture.
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)
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-credentialed financial leader who rolls up their sleeves, fixes what’s broken, builds what’s missing, and drives real results, from 68% revenue growth to 28% EBITDA improvement.
No bloated retainers. No ivory tower advice. Just real financial leadership that moves the needle.
