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Financial Expertise for Home Service Businesses

Profitability Partners provides fractional CFO services exclusively for home services contractors including HVAC, plumbing, roofing and electrical companies. Our senior partners bring backgrounds from private equity (Black Diamond Capital, Third Lake Partners) and industry leadership (Apex Service Partners) to deliver institutional-quality financial management to growing contractors. We specialize in ServiceTitan and QuickBooks integration, monthly financial close processes, KPI dashboard creation, margin analysis, and cash flow optimization. Whether owners are focused on growth or preparing for an eventual exit, we help position their financials for maximum enterprise value. With 25+ contractor clients nationwide, we understand the unique financial challenges of the trades and help owners make better decisions with better numbers.

  • Min project size
    Undisclosed
  • Hourly rate
    $200 - $300 / hr
  • Employees
    10 - 49
  • Year founded
    Founded 2021

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    Our Story

    We help HVAC, plumbing, electrical, and roofing contractors find the 5-10 percentage points of net margin most owners are leaving on the table. Profitability Partners is a fractional CFO and bookkeeping firm founded by former private equity operators — we bring the same financial discipline PE buyers apply during diligence to owner-operated home services companies. From cleaning up the books to preparing for an exit, we serve contractors at every stage from $4-$30mm of revenue.

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