Home Services CFO

Fractional CFO for Home Services Companies

Private equity figured out home services before most owners did, and they're buying multi-trade shops on metrics you may not be tracking yet. A fractional CFO puts those same metrics to work for you — margin by trade, marketing ROI, membership value — whether you want to compete with the roll-ups, join one, or just finally know your numbers.

Home service technician at a customer's door

Marketing ROI and membership are the whole model

Home services runs on two engines most owners under-measure: what a marketing dollar actually returns by channel, and how much recurring value the membership base really holds. Overspend on the wrong lead source or misprice memberships and you can grow revenue while margin quietly leaks out the back.

A CFO builds the marketing ROI and the membership economics, so you spend where the return is real and price the recurring base like the asset a buyer would pay for.

The math behind trades, techs, and acquisitions

Margin by trade, revenue per tech, close and conversion rates, and average ticket decide where to add capacity and which service lines to push. If you're eyeing acquisitions — the roll-up playbook — each deal is a model with a multiple and an integration cost, not a handshake.

We build the unit economics and the acquisition models, so adding a trade, a truck, or another company each comes with a number and a payback instead of a feeling that bigger is better.

How Kaizen runs it

You get a senior CFO a few days a month on top of clean books reconciled to your field software. We break out margin by trade and tech, track marketing ROI and membership value, run a rolling cash forecast, and model expansion or acquisitions.

It's the difference between running a busy service company and running one built to be worth something. The roll-ups already think this way; there's no rule that says you can't beat them to it.

What's included

Margin by trade, call type, and tech
Marketing ROI and customer-acquisition-cost by channel
Membership and service-agreement value tracking
13-week rolling cash forecast

Revenue-per-tech and conversion KPIs
Acquisition and add-a-trade scenario models
Diligence-ready financials for a sale or a roll-up
Monthly board-ready KPI and margin pack

Most home-services companies start with the 1-2-3 CFO™ Reset: Month 1 clean the books and reconcile to the field software, Month 2 stand up margin and marketing ROI, Month 3 the first real board pack.

Pricing

$4,000–8,000/mosenior CFO, fractional · scoped to trades and size · no contract

~$200K+/yrwhat a full-time home-services CFO costs fully loaded, benefits and bonus included

Days, not a hiresenior CFO judgment a few days a month, on top of a real finance team

Decisions with mathmarketing, hiring, and acquisition calls backed by unit economics, not a gut feeling

Straight answers

We have a bookkeeper. Why a CFO?

A bookkeeper records; a CFO runs marketing ROI, margin by trade, membership pricing, and growth or acquisition strategy. Many owners keep their bookkeeper and add us for the strategy layer.

PE keeps calling. Should we sell or compete?

Either way, you need your numbers. We get financials diligence-ready and build your own valuation and roll-up models, so you decide from real data instead of a buyer's pitch.

Can you tell us which marketing actually works?

Yes — ROI and acquisition cost by channel is core to a home-services engagement. It usually reallocates spend within the first couple of months.

What size company is this for?

Usually $3M+ or multi-trade shops planning to grow or acquire. A single-trade shop with clean books may just need good bookkeeping and reporting — we'll tell you.

Free 20-minute books assessment

We'll show you the five things we'd fix first in your books — useful whether you hire us, hire someone, or do neither.

Talk to Sales

Or call us directly: +1 786 789 0969