Strategic Financial Partners for Trade Services
Empowering Teams | Driving Financial Clarity
At Westport Financial, we specialize in outsourced accounting, fractional CFO, and financial advisory services built for home and trade service businesses. Whether you run HVAC crews, plumbing teams, electrical technicians, or a multi-location service operation, we bring the financial systems, job-costing precision, and cash-flow visibility you need to scale with confidence. From tightening day-to-day bookkeeping and controlling overhead, to strategic pricing, performance scorecards, and acquisition-ready financials, we partner with owners and operators to strengthen margins, grow capacity, and unlock long-term value.
How Westport Supports Home Service Businesses
We partner with small– and mid-sized home and trade service companies across HVAC, plumbing, electrical, roofing, restoration, landscaping, remodeling, and other field service trades. Our deep industry understanding—seasonality, labor efficiency, job costing, materials management, and dispatch-driven operations—ensures accurate financial reporting, stronger cash flow control, and confident, data-backed decision-making.
Track labor, materials, and overhead to know true profitability by job, crew, and service line.
Seasonality & Cash-Flow Planning
Stabilize cash flow with budgeting, forecasting, and deposit management tailored to cyclical demand.
Set rates, service fees, and estimates that reflect real costs and deliver stronger margins.
Technician & Operations Scorecards
Monitor revenue per tech, utilization, close rates, and efficiency to improve field performance.
Overhead & Cost Structure Control
Align admin, fleet, marketing, and materials costs with growth to maintain healthy margins.
Growth, Expansion & M&A Readiness
Standardize financial reporting for scaling locations, acquiring competitors, or preparing for a future exit.
Westport Home Services Fractional CFO and Accounting
Whether you need your books cleaned up, debt management, or finance leadership, we have you covered.
Monthly Accounting & Job-Costing
Accurate books with class-level profitability tracking on both cash and accrual basis.
Cash Flow Management
We maximize working capital and free cash by rigorously planning and controlling budgets.
Financial Analysis and Planning
Strategic reporting that supports key business decisions for purchases, hires, and expansion.
External Relations
We work with your CPA, Attorneys, Wealth Advisors, and others to manage risk and protect assets.
Financial Systems Cleanup & Automation
We optimize accounting workflows, automate back-end operations, and enable growth.
Strategic Planning Leadership
We develop and guide long-term strategic plans, ensuring accountability throughout implementation.
How Can We Help Your Home Service Business?
At Westport Financial, we go beyond the numbers to give home and trade service businesses the clarity, strategy, and confidence needed to run stronger operations and grow with control.
Profit Optimzation
We create action by continuously addressing budget misses for labor, materials, and equipment.
Accelerate Cash Flow
We renegotiate contracts, optimize pricing, evaluate compensation structures, and drive changes that add dollars to your bank account.
Reduce Staffing Turnover
We build dynamic relationships that support internal teams through fractional and full-service offerings.
Maximizing Return on Investment
From capital purchases like real estate and equipment to marketing campaigns, we optimize the dollars returned.
Financial Clarity
We work directly with leaders to identify areas for improvement and support profit improvement projects.
Deal Support
From mergers and acquisitions to capital expenditures or new hires, we support every major decision with data and experience.
At Westport Financial, we partner with home-service and trade-service business owners who are balancing the real demands of running crews, managing jobs, and keeping customers happy — all while trying to maintain financial visibility in a fast-moving operation. Whether you’re leading a multi-generational HVAC company, scaling a plumbing or electrical team, or growing a landscaping, remodeling, or handyman business, we bring financial structure and clarity that matches the way your business truly operates in the field.
Our clients have one thing in common: they want clean numbers, reliable reporting, and a strategic partner who understands the daily chaos of running a service business — the callbacks, the scheduling bottlenecks, the seasonal swings, the payroll crunch, the material price spikes, and the constant pressure to keep trucks moving and margins strong. That’s where we come in. We specialize in outsourced accounting, fractional CFO services, and financial advisory tailored specifically to the trades, so you can run a smoother operation and grow with confidence.
We support a wide range of Home Services Fractional CFO and accounting services: HVAC, plumbing, electrical, landscaping, roofing, handyman services, remodeling, cleaning, restoration, and other field-service companies. Each trade has its own financial challenges — job costing, technician efficiency, pricing strategy, deposits and WIP, seasonal cash flow, subcontractor management, and procurement. Our team understands these realities and builds financial systems that help you get ahead of them instead of reacting to them.
We also work with businesses at all stages: family-owned shops looking to modernize their books, fast-growing service teams adding trucks and technicians, and companies preparing for acquisitions, expansions, or an eventual sale. We’ve helped clients clean up years of financials, move from cash to accrual, build weekly performance dashboards, forecast seasonal demand, and prepare for major milestones like financing, M&A, or leadership transitions.
With Westport Financial, you get more than accurate books — you gain a financial partner who understands the field, the office, and everything in between. We work closely with your internal admin team, technicians, CPA, lenders, and advisors to create a financial operation that supports stronger decision-making, better cash flow, and healthier margins. Our goal is simple: reduce stress, bring clarity, and give you the confidence that your business is built on solid financial ground.
Here to Help
At Westport Business Management, our Home Services Fractional CFO and Accounting services drive the financial clarity and structure needed to grow with confidence. We modernize your accounting, stabilize cash flow, and implement KPIs that show exactly how your jobs, technicians, and service lines are performing. From improving margins to evaluating new trucks, teams, or M&A opportunities, we provide the real-time financial leadership needed to strengthen profitability and support long-term success.
How Westport Works with Home Services
Structured program with weekly, monthly, and quarterly action plans.
Virtual and Hybrid Environments
Financial recording and reporting, A/R, A/P, and Payroll management
Cross-functional project leadership
Maintaining relationships with banks, lenders, and investors
Strategic Planning and Execution for 3 and 5 year goals
Business Management Check Up
Download Our New Business Checklist
Facing audits from corporate, federal, or independent sources is a daunting task for any business, big or small. Our comprehensive checklist goes beyond just financial audits, covering essential domains like Accounting, Finance, and HR. If your business faces challenges in these areas, our checklist serves as a quick guide, and we also offer specialized advisory and support services to help you navigate through them effectively.
