Fractional CFO for service businesses
Stop flying blind on
your finances.
We give $3-30M service businesses the financial visibility, planning, and discipline of a $50M+ operator. AI-native tools. Real human team. Benchmarks from 2,200+ businesses.
No credit card. No long-term contract. Sam personally responds within a few hours during business days.
We've already done the homework on your industry.
Median margin, collection rate, billing speed, quote conversion, overhead tier, payroll mix. We've benchmarked all of it across 2,200+ HVAC, plumbing, electrical, roofing, restaurant, healthcare, cleaning, staffing, and ecommerce businesses — so the first conversation isn't 'tell me about your business.' It's 'here's where you stand.'
AI-native tooling so you don't pay for $200/hr bookkeeping.
Most fractional CFOs are spreadsheet operators charging consulting rates. We built our stack around AI agents that automate the rote work — bank rec, classification, variance reports, weekly KPIs — and free our human team to do strategy. You get the output of a $50M finance team for the price of one good controller.
Real humans where it counts.
Sam (the founder, ex-BuildOps Director of Growth Product, ex-Vector Capital, Stanford MBA) is on every client engagement. Plus a small bench of CFO + bookkeeper talent who've worked across PE-backed service businesses. AI does the volume. Humans do the judgment.
The offer
Start with a free profitability audit.
- Free 30-minute profitability audit (no obligation)
- We connect to your books and FSM/CRM in 24 hours
- Within 48 hours: a written report with your 5 biggest profit gaps, ranked by dollar impact
- If you want to keep going, monthly retainers start at $3K — most clients run $5–15K
- Cancel anytime. No long-term contracts.
Founder
Sam Young — ex-BuildOps Director of Growth Product, ex-Vector Capital, Stanford MBA
Spent the last 4 years building financial tooling for 1,000+ commercial contractors at BuildOps. Reviewed P&Ls across 2,200+ service businesses. Now applying that data advantage as a fractional CFO. Every client engagement runs through me directly.
LinkedIn →Ready to see your real numbers?
Two ways to start: book a 30-min call, or use our free 2-min Find Your Gap diagnostic.