Fox Financial Services is a fractional CFO firm specializing in general contractors and trades businesses navigating growth.
Our team works with established construction companies where revenue is increasing, complexity is rising, and financial decisions carry more weight. At this stage, success depends on more than clean financials. It requires experienced financial leadership that understands how jobs, cash, and margins actually behave in the real world.
We bring deep experience across pricing strategy, job costing, WIP, margin analysis, and cash flow management specific to construction. We understand profit quietly erodes through estimating assumptions, scope creep, timing gaps in billing, and the disconnect that often exists between estimating, operations, and finance.
Our role is to bring structure and financial discipline to that complexity. We help owners connect job-level performance to cash flow and forward-looking decisions, so growth strengthens the business instead of introducing risk.
At Fox Financial Services, clients aren’t handed reports. They gain a strategic finance partner who understands construction and helps them lead with control over their numbers and confidence behind every decision.
Your strategic financial partner.
We partner with you monthly to guide decisions, monitor performance, and keep financial strategy aligned with operations.
STEP 3
STEP 1
CONSULTATION
Apply to see if we're a good fit and schedule a meeting to discuss your goals. We'll assess your needs and craft a tailored strategy.
STEP 2
Let's work together. It's easy to get started!
We assess your current financials, job costing, WIP, and cash flow to understand what’s really driving results.
Financial Assessment
plan and implement
- Amanda Hamilton, business owner of Embellish Boutique
"Erin has been so great to work with! As a business owner knowing you’re working with someone who has your best interest in mind is so rewarding! Erin takes her time learning your business and what your goals are. Best money we’ve ever spent using her! Would recommend her to any business looking for someone to help them grow.”
- Meredith Hauck, business owner of Focus + Flow
I reached out to Erin amidst a crazy time - I was growing my LLC, operating in two states, and my finances were a mess. I knew I needed help but didn't know where to start. Erin did an amazing job walking me through all the nuances of my situation, helping me get organized for taxes and set up for the next year, and handling my taxes for the year. I appreciated her patience with all my questions and my stress level is literally zero now knowing my finances are in order!
Our clients gain:
• Clear visibility into job-level profitability
• Confidence that margins are holding as revenue grows
• Predictable cash flow—even during rapid growth
• Fewer surprises from labor, materials, and overhead
• Financial clarity that supports bonding and banking relationships
Most importantly, they stop guessing—and start leading with confidence.
If you’re scaling past $5M and want cash flow and margins to keep pace with revenue, let’s talk.
Your revenue is up, your backlog is strong...but you still don't know if you are actually making the money you should.
Is it time for a Fractional CFO?
When you partner with Fox Financial Services to manage your business finances, you'll experience peace of mind knowing that you have an executive-level partner who understands the unique needs and challenges of your business.
We offer month-to-month services so that if any point you feel that we're not delivering growth to your bottom line, you can walk away. Risk-free.
Peace of Mind Guarantee
CFO Clarity Call: Financial clarity session with customized discussion and answers to gain confidence in the direction you should be going to achieve your goals.
(1 One-Hour Session)
Strategic Profit Plan: Insights and recommendations on how to improve the financial strength of your business customized to support your current business needs.
(Customized)
A La Carte Service Offerings
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