Why We're Different
CFO Anytime is geared specifically for home service businesses like HVAC companies, roofing contractors, electrical contractors, and plumbing businesses that need more than a once‑a‑year tax return. The firm combines day‑to‑day bookkeeping, proactive tax planning, and seasoned fractional CFO support so your numbers stop being a mess in the background and start driving real profit and cash flow. We understand job-based work, seasonality, materials and labor tracking, and the realities of running trucks and techs every day, which means you get accurate books, clean job costing, and tax strategies tailored to service contractors instead of generic small‑business advice. The result is accurate financials, fewer tax surprises, and clear reporting you can use to price jobs correctly and grow with confidence.
​
We are the best choice because we speak your language: service tickets, estimates, change orders, service agreements, and maintenance plans. The team handles bookkeeping, taxes, and fractional CFO work under one roof, giving you a single partner to manage everything from monthly reconciliations and payroll to tax strategy, budgeting, and cash‑flow forecasting. Instead of juggling a basic bookkeeper and an unresponsive tax preparer, you get a responsive, contractor‑focused finance team that helps you read your numbers, improve margins, and make smarter decisions about hiring, equipment, and marketing.
INDUSTRY EXPERTISE
We've seen it all
Whether you’re just getting started or you’re an established company, our team has extensive experience to handle your specific situation. We have worked with companies just starting out all the way to full sales.
-
HVAC, Roofing, Electrical, General Contracting, Remodels, Framing, Carpentry, Drywall Installation, Concrete, Garage Door Installs
-
Landscaping, Lawncare, Tree Service, Irrigation, Fencing, Deck Construction, Gutter Installations, Power Washing, Painting
-
Cabinet Installs, Countertop Installs, Tile Work, Window and Door Repairs
-
Pest Control, Termite Services, Security System Installation, Solar Panel Installs, Pool Cleaning, Septic Tank Repairs,
-
Junk Removal, House Cleaning, Mold Remediation, Moving Companies
Claim the cost segregation and section 179 tax deductions,
without the headache
You could save thousands through the cost segregation and bonus depreciation, so it’s important it’s done right. We handle the tax process from start to finish and provide the necessary documentation to back up your claim with the IRS. Claiming the cost segregation can be complicated and tedious, but we make it easy.
Here’s how we streamline the process:
We conduct a cost segregation tax study, which identifies the total amount of qualifying expenses you can claim for accelerated depreciation.
We prepare and file the necessary tax paperwork to claim the cost segregation, if you use CFO Anytime Tax. Otherwise, we provide the right documentation for your tax preparer to file.
We provide required supporting documentation, which is an important prerequisite in case of an IRS audit.
We grow with you
We evolve with your business, making sure you always have accurate financials delivered in a timely manner for informed decision-making. We tailor our services to ensure you only get and pay for the support you need.
Comprehensive support, 
all in one place
We conveniently provide all the services you need under one roof in order to streamline your financial operations so you can focus on growth. From managing payables to understanding your profitability, depend on us as your outsourced team.
Stress-free communication
Get the information and support you need, without the wait. We built an internal online support group to enable better task tracking, Q&A, and support from your CFO / CPA team so you can spend less time digging through emails and more time improving cash flow
Take control of your future
Maximize profits and increase cash flow by partnering with our CFO team who will help you analyze and manage your business with custom built budgets, hiring plans, employee utilization reporting, and project profitability tracking.
Put your business in good hands
Support your small business with the best. We're not your average accounting firm—we're one of the most experienced CPA startup accounting providers in the US. We have unparalleled expertise across all facets of finance and accounting helping tons of businesses like yours succeed.
Your full finance stack
CFO Anytime goes beyond tax preparation services to offer everything you need for your business's financial management.
Bookkeeping
Our expert CPA bookkeepers are supported by powerful software, ensuring books with unmatched accuracy. Plus, get industry-specific reports, with metrics that matter.
Missing tax deductions could save your business up to millions a year. We handle the whole process so you can skip the paperwork and get back to business.
Tax
Need advanced finance support? We have your back. Get the expert CFO support for your business needs, from building budgets to fundraising preparation.