New York, NY – For many growing businesses, basic bookkeeping is no longer enough to support hiring, expansion, capital allocation, and other important decisions. PHG Advisory provides hands-on financial support that brings greater structure to reporting and planning. Its fractional CFO services include monthly reporting, strategic financial planning, KPI tracking, budgeting, forecasting, cash flow management, what-if scenario analysis, and operational cost-saving reviews. The goal is to give business owners a clearer understanding of performance and the information needed to make informed decisions.
Contractor-focused businesses are a key area of emphasis for PHG Advisory. The firm works with general contractors, roofing companies, HVAC contractors, plumbers, electricians, restoration companies, foundation repair businesses, excavation contractors, landscapers, fence contractors, insulation contractors, and other service companies. PHG Advisory also supports select professional service businesses, including law firms, medical spas, dental practices, and youth sports organizations.
Accurate and timely bookkeeping is a central part of the firm’s approach. PHG Advisory helps clients maintain organized financial records, improve reporting accuracy, and establish a more dependable monthly close process. Client books are closed by the 15th of each month. That regular reporting cadence can help business owners monitor profitability, understand cash flow, track key performance indicators, and identify potential issues before they become larger financial challenges.
PHG Advisory begins prospective engagements with a Financial Health Assessment. The review examines accounting systems, reporting accuracy, cash flow, profitability, and potential financial risks. The firm then presents its findings and provides an actionable roadmap based on the company’s needs. For clients that move forward, PHG Advisory becomes an extension of the internal team through ongoing bookkeeping support, strategic guidance, regular communication, and proactive financial insights.
The service model is also structured to provide flexibility and predictable costs. PHG Advisory offers flat monthly pricing with no hourly billing or hidden fees. Clients are not required to commit to a lock-in period and may cancel at any time. The firm also promises a response within 24 hours. Its advisory professionals bring experience from private equity, investment banking, and other institutional finance environments, giving lower-middle-market businesses access to senior-level financial expertise without the expense of a full-time executive hire.
PHG Advisory’s work is designed for companies that have outgrown basic bookkeeping but are not ready to build a full internal finance function. This includes owners making major hiring or growth decisions, companies seeking more accurate forecasting, operators preparing for financing or expansion, and founders who need clearer performance data. Business owners seeking stronger reporting, cleaner books, and more structured financial planning can connect with PHG Advisory to explore fractional CFO and bookkeeping support suited to their stage of growth.
About PHG Advisory
PHG Advisory is a New York City-based strategic advisory firm serving family-owned and founder-led businesses nationwide. Its services include fractional CFO support, fractional bookkeeping, combined CFO and bookkeeping services, and buyside M&A advisory. PHG Advisory works with businesses across the lower middle market and focuses on helping owners improve financial visibility, strengthen planning, and make more informed decisions throughout the business lifecycle.
Media Contact
Name
PHG Advisory
Contact name
Adam Gottlieb and Brian Bank
Contact phone
(833) 940-6046
Contact address
530 Fifth Avenue
City
New York
State
NY
Zip
10036
Country
US
Url
https://phgadvisory.com/fractional-cfo-services/
