Accounting Fractional CFO Services
Management Accounting QuickBooks Accounting & Implementation Cash Flow & Budgeting Management Financial Decision-Making Bookkeeping Financial Accounting
Less than $10,000
Sep. 2025 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Porter is always available and responsive."

Jun 26, 2026

Owner, Nealon Insulation

Clark Hoefnagels

Construction
Clinton, Connecticut
11-50 Employees
Online Review
Verified

Porter provides ongoing bookkeeping and CFO support for an insulation company. The team also helps the client integrate various tools, including their CRM, QuickBooks Online, and payment systems.

Porter has given the client confidence in their books and a better understanding of their cash flow and monthly profit and loss. They've helped the client make big decisions around capital expenditures, resulting in a doubling of their revenue year over year. They're always available and responsive.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Nealon Insulation, a Connecticut-based contractor providing residential and commercial insulation services. We specialize in energy-efficient solutions for homes and buildings, including challenging and historic properties.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Porter to accomplish for your insulation business?

We chose Porter for bookkeeping and CFO support. Our goal was to have a lot of trust in our books and ensure we were getting the right financial advice to grow and scale our business.

SOLUTION

What was the scope of their involvement?

Porter handles all our day-to-day bookkeeping, monthly reports, and annual reports. They also help us answer questions we typically reserve for a CFO, like if we can afford a capital expenditure or if our COGS are too high. Moreover, they’re helping us integrate many tools that previously didn’t speak together, like our CRM, QuickBooks Online, and payment systems.

What is the team composition?

We work with two teammates from Porter and a great AI system.

How did you come to work with Porter?

We found them through a referral. We chose them over other options because they offered good value for the cost and had a fast response time.

How much have you invested with them?

We’ve spent less than $10,000.

What is the status of this engagement?

We started working with them in September 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Porter has given us a lot of confidence in our books and understanding of our cash flow and monthly profit and loss. They’ve also helped us make big decisions around capital expenditures. As a result, we’ve doubled our revenue year over year.

How did Porter perform from a project management standpoint?

They always deliver on time. We communicate via email and messaging apps.

What did you find most impressive about them?

Porter is always available and responsive. This was a big issue with past firms, which were never responsive. I think the use of AI has really helped them get answers more quickly to our questions.

Are there any areas they could improve?

No, there aren’t any.

Do you have any advice for potential customers?

No, there isn’t any.

RATINGS

5.0

AI Agents Accounting Fractional CFO Services
QuickBooks Accounting & Implementation Finance AI Agents Hubspot AI Integration Financial Accounting
$10,000 to $49,999
Jan. 2026 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.5

Willing to Refer: 5.0

"They have world-class accounting and finance talent."

Jun 28, 2026

Head of Operations, AI Company

Anonymous

Information technology
Manhattan, New York
11-50 Employees
Online Review
Verified

Porter provides accounting and financial services for an AI company. The team handles monthly bookkeeping, financial reporting, and modeling, audit assistance, and accounts receivable.

Porter delivers insightful financial reports and a web app and Slack agent for 24/7 financial inquiries. The team is extremely timely, closing books within five business days. Moreover, the client praises Porter's impressive technical talent and AI assistant. Overall, the engagement has been a success.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Head of Operations of an information technology company

Describe what your company does in a single sentence.

AI products for commercial real estate financing

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Porter to accomplish?

Bookkeeping and accounting
Accounts payable
CFO services

SOLUTION

How did you find Porter?

Referral

Why did you select Porter over others?

High ratings
Referred to me
Company values aligned

How many teammates from Porter were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Monthly bookkeeping, help with audit, monthly financial reporting, insights, accounts receivable, financial modeling

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Monthly financial reports that provided insights about my business
Web app and Slack agent that I can ask questions 24/7 about my finances
Helpful with identifying cost reduction opportunities

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Extremely timely. Closes books within 5 business days, even for my complex business. Their AI assistant and Slack agent is available for questions 24/7.

What was your primary form of communication with Porter?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

They have world-class accounting and finance talent. Impressive technical talent. Impressive AI assistant.

Are there any areas for improvement or something Porter could have done differently?

Their product is rapidly improving so I'm excited for them to also automate my payroll and accounts receivable

RATINGS

5.0

Business Entity Name	Porter Agents, Inc.
Source	Delaware Division of Corporations
Jurisdiction of Formation	Delaware
Date of Formation	June 10, 2026
Status	Active
Last Updated	July 4, 2026
ID	10657464

International Credit Risk Assessment	Moderate Risk
Source	Creditsafe
Last Updated	July 9, 2026

Porter

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Nealon Insulation

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Nealon Insulation