.png)
Run finance like an operator. Every month, every cash call, every close.
This is the core engagement. Monthly retainer, 10-25 hours a month, a weekly cash call, monthly close review, quarterly strategy. The job is to make sure you always know exactly what's going on financially - and to surface the operating decisions a CFO would push for.
WHAT YOU GET
-
13-week rolling cash flow forecast, updated weekly
-
Monthly close review and operating dashboard
-
Job costing and service-line margin tracking (across all your divisions)
-
Quarterly strategic review with the owner
-
On-call advisor for the big decisions (hiring, financing, acquisitions, real estate)
THE DIFFERENTIATOR
Find the price increases your competitors haven't figured out yet.
Most contractors don't have a pricing problem in the abstract - they have a pricing problem they can't see. Their HVAC service call rate is too low for half their neighborhoods and just right for the other half. Their plumbing flat-rate book is competitive in one customer segment and leaving money on the table in another. Their electrical panel-upgrade pricing hasn't been rebuilt against current copper prices. They don't know which is which.
RDH's AI Pricing Analysis pulls 12–24 months of your historical job data (ServiceTitan, FieldEdge, Housecall Pro, or whatever you run) and analyzes it across the dimensions that actually drive close rate and margin: job type, service line, customer segment, geography, technician, time of year, lead source, and price point. Then it tells you, specifically and quantitatively, where to move price — and by how much.
WHAT YOU GET
-
Full historical pricing study (12-24 months of job data)
-
Service-line pricing recommendations across all your divisions
-
Customer segment elasticity analysis
-
Win/loss by price point
-
Regional benchmark comparison
-
Implementation roadmap (which prices to move first, second, third - and how to message it to your CSRs and techs)
-
60-day follow up to measure realized margin impact
Engagement model:
Available as a fixed-fee standalone project (typically 6-8 weeks) or bundled into the Fractional CFO retainer at a reduced rate.
Know which jobs, which trucks, and which techs are actually making you money.
Your field service software has the answers. Most owners never pull them. RDH rebuilds your job costing from the burden up — fully loaded labor rate, true overhead allocation, parts margin, callback cost — and puts a Monday-morning dashboard in front of you that shows margin by tech, by service line, by trade division.
What you get:
-
True burdened labor rate per tech (across all trades)
-
Gross margin by service line (HVAC service, install, maintenance; plumbing service, repipe, drain; electrical service, panel, EV, generator, etc.)
-
Callback and warranty cost analysis
-
Cross-division margin comparison (which trade is subsidizing which?)
-
Weekly operations dashboard
If a PE buyer called tomorrow, would your books support a 7x multiple - or a 4x?
Service-trade roll-ups are paying real money right now. The difference between a 4x offer and a 7x offer is rarely the business — it's the books. RDH preps your financials, your add-backs, and your operating story so that when an LOI lands, you're negotiating from strength.
What you get:
-
Adjusted EBITDA build with defensible add-backs
-
Quality of Earnings-ready financial package
-
Working capital peg analysis
-
LOI review and negotiation support
-
Coordination with your M&A advisor or investment banker
Engagement models
Fractional CFO (ongoing)
Monthly retainer. 10–25 hours/month. Weekly cash call, monthly close review, quarterly strategy. The most common engagement.
AI Pricing Analysis (Standalone)
Fixed-fee, 6–8 week project. Full historical pricing study, recommendations, and implementation roadmap. Can be done
before committing to ongoing CFO work — a lower-commitment way to see how RDH works.
90-Day Financial Reset
Fixed-scope, fixed-fee project. Job costing rebuild, cash flow forecast, dashboard build, plus AI pricing analysis. Hand off to your team or roll into ongoing CFO retainer.
Exit Readiness Sprint
3-6 month engagement preparing your business for sale or recap. EBITDA scrub, QofE prep, LOI support.