Fractional CFO leadership for home services businesses. Clearer numbers. Better operating decisions.

A fractional CFO from Hata Advising works directly inside your business on a recurring basis. This isn’t consulting from the sidelines. It’s hands-on leadership: building financial models, running cash flow, managing banking relationships, negotiating with vendors, and sitting at the table for the decisions that shape your company’s future.

Your CFO is a CPA, backed by a firm that has managed $100M+ in revenue operations, knows the home services trades and has delivered measurable P&L improvement.

Financial leadership built around your trade

The core work is forecasting, profitability and better decisions. The operating details depend on what your crews do. Explore the priorities for your trade below.

Plumbing

Service-call and project margins, technician capacity, price-book economics and cash collection.

Explore Plumbing Fractional CFO Services

HVAC

Seasonal budgeting, service and installation performance, maintenance obligations and shoulder-season cash.

Explore HVAC Fractional CFO Services

Electrical

Estimated versus actual labor, change orders, progress billing, retainage and profitable backlog.

Explore Electrical Fractional CFO Services

Roofing

Materials and waste, crew economics, completed-job margin and cash tied up in receivables.

Explore Roofing Fractional CFO Services

Anonymized client example: gross margin increased from 37% in FY2025 to 52% for the trailing twelve months ended August 31, 2026, an increase of 15 percentage points. Figures provided by Hata Advising; results vary by business.

Gross margin from 37% to 52%

An HVAC, electrical and plumbing company ran a 37% gross margin in fiscal 2025 and 52% for the twelve months ended August 31, 2026. The work was job costing in ServiceTitan, a weekly cost review by department, and changes to commissions, purchasing and installer pay based on what the review showed.

Read the case study

What a Fractional CFO Actually Does for You

This isn’t a monthly report in your inbox. It’s a financial leader in your corner.

  • Cash Flow Management, Forecasting, AR/AP optimization, and 13-week cash flow models that prevent surprises.

  • Financial Reporting & KPIs, Monthly close packages, dashboards, and the metrics that actually matter for your industry.

  • Strategic Planning, Budgeting, scenario modeling, and the financial framework behind growth decisions. See our HVAC budget-planning example.

  • Pricing & Profitability, Margin analysis, pricing strategy, and ‘good-better-best’ models that protect your bottom line.

  • Banking & Lending, Covenant management, loan packages, and the financial credibility lenders want to see.

  • M&A and Transaction Support: acquisition planning, financial positioning, cash flow modeling, financing support, and transaction guidance for buyers or sellers. For dedicated earnings diligence, see Quality of Earnings Services.

Starting at $3,500/month

Monthly CFO engagements range from $3,500–$15,000/month, depending on scope and level of involvement.

Your fee reflects the number of entities, reporting needs, meeting cadence and accounting responsibilities included in the engagement.

Bookkeeping, cleanup and project-based work are scoped and priced separately.

Flexible engagement models

Ongoing fractional CFO. Recurring weekly or biweekly engagement, with a dedicated CFO embedded in your operations for a set number of hours per month.

Interim chief financial officer. Full-time, short-term coverage during transitions, leaves or vacancies.

Project-based advisory. Targeted support for system migrations, CRM-to-accounting integration, cash-to-accrual conversions, acquisition support and financial restructuring.

Fractional CFO questions

Who are Hata Advising’s fractional CFO services for?

Hata Advising provides CPA-led fractional CFO services for home-services businesses, including HVAC, plumbing, electrical and roofing companies. The firm serves businesses nationwide with $1M–$50M in annual revenue.

What does a fractional CFO engagement include?

Depending on scope, support includes cash-flow forecasting, financial reporting, budgeting, job-margin analysis, banking support and acquisition planning. Engagements can be recurring, interim or project-based.

How much do Hata Advising’s fractional CFO services cost?

Monthly engagements range from $3,500 to $15,000, depending on scope and involvement. Bookkeeping, cleanup and project work are priced separately.

Need deal diligence? View Quality of Earnings Services.

Is Fractional CFO Right for You?

If any of this sounds familiar, we should talk.

  • You’re making decisions with incomplete financial data, or no data at all.

  • Your books are always behind and you don’t trust the numbers you’re seeing.

  • You’re growing fast and your financial infrastructure can’t keep up.

  • You’re preparing to sell, raise capital, or bring on a partner and need your financials buttoned up.

  • You’ve outgrown your bookkeeper but aren’t ready for a $250K full-time CFO.

  • Your trade has specific financial complexity, job costing, technician productivity, seasonal cash flow, and you need a CFO who gets it.

Not sure what your balance sheet is telling you? Hata Advising cleans up the books, reconciles what has never been reconciled, and walks owners through what their financial statements actually say.

Book a free consultation today!

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801.631.5123801.631.5123