FOUNDATIONAL
Know which jobs actually make money.
A fractional CFO is a part time chief financial officer: real financial leadership for companies too big to fly blind, but too small to pay $200K+ for a full time finance executive.
Built for repair & replace trades. HVAC, plumbing, electrical, roofing, restoration. You run the crews. We watch the money.
HOUSTON, TX · SERVING THE TRADES ACROSS TEXAS & THE SUN BELT · 10 CLIENTS MAX
Your CPA files your taxes. Your bookkeeper records the past. Nobody’s steering the year.
YOUR BOOKKEEPER
Enters the transactions, reconciles the accounts, keeps the books current. Essential. And we work with yours, not against them.
YOUR CPA
Files the return, keeps you compliant, minimizes the tax bill on money you already made. Keep them. We’ll coordinate with them every quarter.
YOUR FRACTIONAL CFO
Which jobs make money. Whether you can afford that hire, that truck, that loan. What happens to cash three months out, before it happens.
We don’t replace your bookkeeper or your CPA. We’re the missing third seat, the one asking what the numbers mean for the next decision, not the last tax return.
The questions we answer every month.
The P&L says we made money. So where’s the cash?CASH FLOW
Can we make payroll if that big invoice pays late?13-WEEK FORECAST
Which of our jobs are actually profitable?JOB COSTING
Should I take this loan, buy this truck, make this hire?BIG DECISIONS
Jason Rousseau
- Over 10 years in finance and online advertising, building paid ads and lead generation systems for service businesses, so your ad spend and your P&L finally talk to each other.
- Works exclusively with repair & replace trades: job costing, supply house tickets, truck fleets, seasonal cash swings.
- Every client works directly with Jason, starting with the very first call. No junior analysts, no handoffs, no call center.
Quoted like a job. Because it is one.
The Introduction Call
You meet Jason, not a sales rep. He walks you through how the firm works, you tell him what’s going on in the business, and you grill him with whatever you want. By the end, you both know if there’s a fit.
The Diagnostic
Like running a diagnostic before quoting the repair: we take read only access to your books, then sit down together while Jason asks the questions, face to face. You leave that meeting with a finalized written quote: tier, monthly fee, onboarding cost and timeline.
Onboarding
We clean up what needs cleaning, stand up your reporting, and get the systems talking. The foundation gets poured once, properly.
Monthly Partnership
Standing financial leadership. Your numbers, your questions, your decisions, every month. Direct with Jason, no handoffs.
Monthly engagements start at $2,500. The $500 diagnostic is the only cost before you decide, and it credits fully to your onboarding fee when you sign within 30 days.
Built on discretion. It’s in the paperwork.
Get the brief for the trades.
Two emails a month. One reads the economy for your business: what fuel, materials, mortgage rates, and loan rates mean for your trucks, receivables, and pricing. The other goes deep on running a repair & replace shop. Plain language, no Wall Street noise.
Optional text alerts when a new issue drops, and if one of our 10 client spots opens up.
The roster caps at ten. Period.
That’s the whole firm, by design, so every client gets a CFO who knows their business cold, not a junior analyst with a template. As spots fill, the waitlist gets the first text.