Fractional CFO and bookkeeping services for growing businesses.

Call or Text: (732) 614-3272

Industries We Serve

We work remotely with small and midsize businesses across the US, in just about every industry. The ones below are where we spend the most time, and we handle everything from a single financial task to large-scale operations.

Construction Companies

Construction & Trades

Profitable construction requires accurate job costing. We track labor, materials, and subs by project so you know your real margins before bidding the next one.

Electrical Contractors

Construction & Trades

Service calls and project work have different margins. We track labor, materials, and subs by job so you know what each type of work actually earns.

Engineering Firms

Professional Services

You bill by milestone but costs accrue continuously. We track project profitability and work-in-progress so you see the real numbers before the project closes out.

Event & Party Hosting

Hospitality & Events

Deposits aren't profit until the event happens. We track what's earned, what's owed, and what each event actually costs.

Film & Video Production

Media & Creative

Every production is its own profit center. We track costs per project, manage your 1099 contractors, and help you see which jobs actually made money.

Hair Salons

Health & Wellness

Booth renters vs employees, tip tracking, and retail sales all complicate the books. We sort it out.

Your margin lives in the spread between bill rate and pay rate. We track it so you know what you're actually keeping.

HVAC Contractors

Construction & Trades

Heating, ventilation, and air conditioning contractors handling installation, repair, and maintenance.

IT Services & Support

Professional Services

Mixed revenue streams from managed services, projects, and hardware sales require proper revenue recognition and margin tracking.

Law Firms

Professional Services

IOLTA trust accounting kept separate from operating funds, reconciled monthly to state bar standards. Client retainers tracked by matter so you know exactly what's earned and what's held.

Equipment sales and consulting work require different accounting. We track inventory, COGS, and service revenue so you know your real margins.

Membership Organizations

Membership & Nonprofit

Professional associations and membership organizations, including those that run conferences and events.

You bill insurance, wait thirty days, and get paid less than expected. We track what happens in between.

Short-Term Rental Management

Hospitality & Events

Income flows through multiple platforms to multiple properties. We reconcile every payout and track every expense by unit so you know which rentals are actually profitable.

Training Providers

Professional Services

Deferred revenue tracking, course profitability analysis, and corporate contract billing for training companies and professional development providers.

New Jersey fractional CFO and bookkeeping firm serving small and midsize businesses. Led by Vin Daniels with over 20 years of finance experience across government and corporate sectors. Helping business owners focus on growth since 2012.

Location

Located in Ocean County, NJ

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