Federal Authorized Practitioners Focused on Your Success

You need a Reliable Financial Partner to help bring order to your business

  • Qualified Whitelisted Professionals
  • 30+ Years of Finance & Business Experience
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305-697-7428

Qualified Professionals

You've Come To The Right Place

As experienced Fractional Finance advisors, we help business owners gain clarity, control, and confidence over their financial operations. Whether you're experiencing rapid growth, cash flow challenges, margin compression, or preparing for expansion, we provide the financial leadership needed to make informed decisions without the cost of a full-time CFO. We simplify complex financial data into actionable insights, helping you improve profitability, strengthen cash flow, and build a more valuable business. Our approach combines strategic planning, financial analysis, and hands-on support, ensuring you have a trusted financial partner every step of the way.
Expert IRS Representation

We are licensed to represent taxpayers before the IRS for audits, appeals, collection matters, and penalty abatements.

Strategic Tax Efficiency

We focus on proactive planning and taxpayer education to maximize your deductions, credits, and overall tax efficiency—giving you clarity and confidence.

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Our Practice Areas

Fractional CFO Services

Executive-level financial leadership to help you make data-driven decisions, improve cash flow, and scale profitably—without the cost of a full-time CFO.

Job Costing & Margin Optimization

Accurate job-level costing to understand which projects are truly profitable. We help you price smarter, reduce waste, and protect your margins on every contract.

Cash Flow & Profitability Analysis

We dig deep into your financials to identify hidden profit leaks, optimize working capital, and ensure you have the cash reserves needed to grow with confidence.

Financial Planning & Forecasting

Strategic budgeting, scenario modeling, and rolling forecasts that give you a clear roadmap for the future—so you can plan for expansion with confidence.

Construction-Specific Advisory

We understand the unique financial challenges of roofing, HVAC, plumbing, and electrical contractors. From lien waivers to retainage, we've got you covered.

Financial Operations & Reporting

Clean, organized books with customized financial dashboards and KPIs that give you real-time visibility into your business health—so you always know where you stand.

Qualified Professionals Dedicated to Your Financial Success.

Why Choose Our Firm

Industry-Focused Expertise

We specialize exclusively in construction and specialty trades. From navigating complex job costing and retainage to optimizing cash flow cycles, our team understands the real-world financial challenges of your business—so we deliver solutions that actually work in the field.

Straightforward, Value-Based Pricing

No hidden retainers, confusing hourly rates, or surprise bills. We offer flexible, transparent pricing models tailored to the size and revenue of your business. You always know exactly what you're investing in and what ROI to expect.

Remote-First Financial Partnership

We leverage cutting-edge cloud technology to provide seamless, real-time financial visibility. No travel required—just expert, on-demand guidance delivered through a smooth digital experience, so you can focus on running your business.

2000+

Clients Served

93%

Satisfaction Rate

40+

Years Combined Financial & Operational Experience

20 Mins

Average Response Time

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We Look At The Law Differently

What Our Client's Say

I was constantly confused why I was busy but cash was a struggle. JP showed me my margins were way lower than I thought. Within a few months of restructuring our estimating and job costing, my net profit doubled. I finally understand my real numbers.
Client
— Mark D., Roofing Contractor | $1.6M Revenue | Miami
I was tired of our CPA just handing us a tax return and saying 'good luck'. JP gave us a monthly dashboard that actually shows me where our profit is hiding, and where we are leaking money. We've increased our margins significantly by focusing on the right jobs.
Client
— Sarah L., HVAC Contractor | $2.2M Revenue | Fort Lauderdale
Having a Fractional CFO has completely changed the way I run my business. JP tracks our job margins in real time, gives me weekly cash flow updates, and helps me prepare for decisions before a problem hits. I don't fly blind anymore.
— Eric G., Electrical Contractor | $1.9M Revenue | South Florida
— Eric G., Electrical Contractor | $1.9M Revenue | South Florida
We tried using several bookkeepers and they just pushed numbers around. JP is a real financial partner. He uses QuickBooks and dashboards to make everything crystal clear. I've scaled my business faster because I know exactly where I stand financially.
— Roberto P., Plumbing Contractor | $3.1M Revenue | Tampa
— Roberto P., Plumbing Contractor | $3.1M Revenue | Tampa