New York, NY - Maintaining accurate financial records has become increasingly important as contractors and service businesses manage rising costs, changing workloads, and growth opportunities. PHG Advisory continues to help these businesses strengthen their financial operations through its Fractional Bookkeeping Services, providing reliable financial reporting and ongoing support that enable business owners to make informed decisions with greater confidence.
Designed for contractors and founder-led service businesses, PHG Advisory's bookkeeping solutions help maintain clean, organized books and deliver timely financial reporting that supports day-to-day operations and long-term planning. The firm's services are particularly well suited for roofing companies, HVAC contractors, plumbers, electricians, restoration businesses, foundation repair companies, landscaping firms, property management companies, and other home service businesses. PHG Advisory also supports select professional service businesses, including medical spas, law firms, and dental practices.
Beyond maintaining clean and accurate books, PHG Advisory helps clients gain greater visibility into the financial performance of their businesses. By organizing financial data and delivering consistent reporting, the firm helps contractors and service businesses better understand cash flow, job profitability, and overall business performance. Many clients also benefit from fractional CFO support, which provides strategic financial guidance without the cost of hiring a full-time executive. Business owners interested in learning more can contact PHG Advisory to discuss bookkeeping and financial management solutions tailored to their operations.
PHG Advisory distinguishes itself by combining practical bookkeeping services with experienced financial leadership. The firm's Strategic Finance professionals bring experience from blue-chip private equity and investment banking organizations while focusing on the needs of family-owned and founder-led businesses operating in the lower middle market. This combination of transactional experience and operational financial support allows clients to receive both accurate financial records and meaningful financial insight as their businesses grow.
The firm's comprehensive financial support extends beyond monthly bookkeeping. PHG Advisory assists clients with financial reporting, cash flow management, budgeting, forecasting, and multi-year business planning through its fractional CFO services. These integrated solutions help business owners establish stronger financial processes, improve decision-making, and prepare for future growth opportunities. Rather than simply recording financial activity, PHG Advisory works alongside clients to help transform financial information into practical business intelligence.
Serving clients nationwide from its headquarters in New York City and additional offices in Florida, Colorado, and London, PHG Advisory remains committed to supporting businesses at every stage of their lifecycle. Whether a company is focused on improving financial organization, expanding operations, or preparing for future strategic opportunities, the firm's experienced professionals provide tailored guidance designed to meet each client's unique objectives. Business owners can visit PHG Advisory to learn more about its Fractional Bookkeeping Services and broader strategic finance capabilities.
About PHG Advisory
PHG Advisory is a New York City-based strategic advisory firm serving family-owned and founder-led businesses across the United States. The firm specializes in Fractional Bookkeeping Services, Fractional CFO Services, and Buyside M&A Advisory, helping clients improve financial visibility, strengthen operations, and support long-term growth. By combining experienced financial professionals with tailored advisory services, PHG Advisory is committed to helping businesses make informed financial decisions at every stage of their 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/
