Who We Help

Built for Houston owner-operators doing $2M to $15M.

You've outgrown basic bookkeeping but aren't ready for a full-time CFO. Often we're the first real finance hire. That's exactly where this work fits.

Three Industries, Deliberately

We do our best work in operationally complex businesses.

Energy services and downstream-adjacent operators. Service companies, fab shops, and downstream support businesses that feed the majors — not the majors themselves. Job costing, equipment utilization, contract margins.
Specialty trade contractors and construction services. Mechanical, electrical, structural — anyone whose revenue lives on job margins. WIP visibility, change orders, true gross margin per crew or per job.
Industrial manufacturers and fabrication shops. Per-unit economics, true job costing, throughput math. The stuff QuickBooks reports won't give you.

If you're outside these three but operationally similar — capital-intensive, margin-driven, owner-led — we'll have the conversation. We just don't pretend to know your industry on day one.

You're Probably a Fit If

You recognize yourself in at least one of these.

Your bookkeeper hands you last month's P&L — but can't tell you whether you can afford to hire, expand, or take on debt next quarter.
You're about to sign a line of credit, take on a major contract, or make your first significant capital investment, and you want the math right before you commit.
You had a bad month and realized you don't have the systems to understand exactly why — or what to do differently.
You're preparing for outside capital, a bank relationship, or a future sale, and your reporting won't hold up to scrutiny.
You have a bookkeeper handling day-to-day, but no one translating numbers into decisions.
Growth is creating complexity faster than your finance function can handle.
You want a finance partner in the room for real decisions — not canned reports handed over after the fact.
Trigger Moments

Most clients come in at one of these inflection points.

Preparing to Borrow

A line of credit, SBA loan, or equipment financing requires clean financials and a credible forecast. Most lenders expect more than your tax return.

First Real Hiring Decision

Adding headcount is the biggest lever and the biggest risk. Getting the model right — what you can afford, when, under what revenue assumptions — is where this starts.

Cash Is Tighter Than It Should Be

Revenue is growing but cash keeps getting tight. There's a working capital or margin problem underneath, and finding it takes more than a QuickBooks report.

Preparing for a Sale or Raise

Buyers and investors run the numbers hard. If your financials aren't clean, well-organized, and defensible, the deal suffers — or dies in diligence.

Not the Right Fit

A few situations where we're probably not what you need.

Pre-revenue startups or early-stage companies without meaningful financial history. The value of fractional CFO support compounds with operating data.
Businesses that already have a full-time CFO. Different kind of support needed there — better to be honest about that upfront.
Companies looking only for tax preparation or compliance work. That's your CPA's lane. We work above that layer.
Businesses focused on minimizing cost rather than maximizing decision quality. The return on this work comes from better decisions, not cheaper hours.

Separately, we won't take engagements where the values don't line up — see the homepage for the four dealbreakers we don't bend on.

Sounds like a fit?

Let's find out in 30 minutes.

A first call is direct — no pitch, no pressure. We'll figure out whether this is the right kind of support for where you're going.

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