Fractional Financial Consulting
for Trades-Based Business Owners

Transform Your Small Business with Tailored Financial Expertise

Get the financial clarity, roadmap, and confidence you need to grow — without hiring a full-time CFO.

If you’re a high-achieving service pro who’s great at the fieldwork but buried in backend chaos, this is for you.

CFO advisory (3)

Does This Sound Familiar?

We’ve been there. Pittroe™ was built for small business owners who want consulting that cuts through the fog — not just spreadsheets.

Results You Can Expect

🔍 Lack of Financial Clarity
Your numbers shouldn’t feel like a guessing game.

💸 Cash Flow Strain
Let’s stop the panic and build a real system for predictability.

📊 Budgeting & Forecasting Gaps
You need more than a budget — you need visibility on where you’re headed.

📅 Tax Pressure
No more last-minute scrambling. We plan ahead with calm and confidence.

⚙️ Messy Systems & Processes
If it’s slowing you down or costing you money, we’ll help fix it.

Tailored Services for Your Business

Our Comprehensive CFO Services Package is customized to meet your unique needs. Here’s what you can expect

Financial Strategy Development

Custom-designed strategies for growth and stability.

Budget Planning and Forecasting

Annual budgets, forecasts, and tools for effective monitoring.

Cash Flow Management

Continuous monitoring to ensure liquidity and resolve challenges.

Financial Reporting and Analysis

Comprehensive reports and analysis to identify trends and opportunities.

Tax Planning and Compliance

Ensure compliance with tax laws and implement strategies to minimize liabilities.

Cost Reduction Strategies

Implementation of cost-saving initiatives and supplier negotiations.

Investment Management

Management of existing debt and advice on securing new financing.

Risk Management

Identification and mitigation of financial risks.

Financial Systems Implementation

Installation, upgrading, and staff training on new financial technologies.

Investment Management

Expert advice to maximize returns.

Holistic Overview Of Business Culture

Take care of your employees and they will take care of the business.

What You Get:

  • A clear, customized financial roadmap

  • Cash flow systems that support peace of mind

  • Strategic insight for hiring, pricing, and long-term growth

  • Bookkeeping support that’s aligned with your goals

  • A real partner who brings calm, clarity, and direction

Working with Pittroe Business Services has transformed our financial management. Their insights and strategies have been invaluable in driving our business forward

How to Work With Pittroe Business Services

 

We keep it simple, clear, and built around your business.

Whether you’re behind on books or ready to grow, here’s how we help you go from stress to strategy—without the corporate fluff.

Tell us what’s going on. We’ll figure out where to start.

This complimentary call is where we get aligned. You share what’s keeping you up at night—taxes, cash flow, software mess, whatever—and we’ll talk through how to fix it.

📞 No jargon. No pressure. Just a straight-up conversation to get you moving in the right direction.

🟡 Book your call: pittroe.com/strategy

  1. We roll up our sleeves. You get answers.

    After our call, we get to work behind the scenes. We dive into your books, systems, and numbers to uncover what’s working, what’s broken, and where you’re leaving money on the table.

    What we do:

    • Bookkeeping review

    • Cash flow & software audit

    • Spot key risks + missed opportunities

    • Prep your custom plan and pricing options

    🛠️ This is the first paid step—and it rolls into your first invoice if you move forward.

  1. Here’s what we found. Here’s what we recommend.

    In this second meeting, we walk you through the insights from your Financial Foundations Session and outline the service plan that best fits your business today—with a roadmap for what’s next.

    You’ll get:

    • A clear summary of findings

    • One recommended service tier

    • Optional add-ons for when you’re ready to grow

    • Proposal and next steps

    This is the part where you breathe easier and say, “Why didn’t I do this sooner?”

  1. We hit the ground running.

    Once you say yes, we get everything set up to make your life easier. No guesswork, no chasing—you’ll know exactly what we need and when.

    Includes:

    • Software setup (or cleanup)

    • Connection to your systems (banks, payroll, etc.)

    • Your monthly schedule + contact info

    • Quick wins to reduce stress immediately

    🧰 This is where the real relief kicks in.

We don’t just set it and forget it.
Depending on your level of support, we check in weekly, monthly, and quarterly—offering simplified insights, answers, and strategy so you always know where you stand.

You wouldn’t quote a job without seeing the site first—same here.

We start with strategy, then dig into the numbers, so nothing’s missed and you’re not overpaying for what you don’t need. You get straight answers, a clear path, and a no-drama onboarding process that works around your business.

No fluff. No mess. Just numbers that work.

Get Started with Us

Ready to take control of your business finances with professional, personalized support? Click the button below to get started today. We’re here to help you streamline your finances and accelerate your business growth.

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