DOCUMENT № AP·CFO·0001
CHARLOTTE, NC EST. 2015
FIG. 00 · PRINCIPAL
Fractional CFO

Alex
Parker

Fractional CFO for multi-location home services operators across the Southeast. Alex helps owners grow margin and fund the next branch without hiring a full-time finance team.

Charlotte, NC · Working across the Southeast

Write Alex See how Alex works
3 4
Alex Parker beside a service truck loaded with tools, in front of a residential HVAC condenser
PLATE I Alex Parker, on site.
FIG. 01 · INDUSTRIES

Built for multi-location operators.

Five home-services trades. Five different paths to scale across the Southeast.

  1. 01

    HVAC

    Each branch posts its own margin every month. You stop guessing which location funds the next acquisition.

  2. 02

    Plumbing

    Service work and install work earn different margins. You’ll know what to chase in Charlotte versus Atlanta versus Tampa.

  3. 03

    Electrical

    Commercial backlog ties up cash for months while residential collects in weeks. You’ll see the cash position by location every Friday.

  4. 04

    Roofing

    Storm seasons hit each market on a different timeline. You’ll have the credit and the AR discipline to keep crews working wherever the next storm lands.

  5. 05

    Restoration

    Mitigation collections run 90 days or more, and a second branch doubles the working capital you need. You’ll fund the next location from operations, not from a new credit line.

FIG. 02 · ENGAGEMENT

What you get.

Four working areas. Each one ends in a number an owner uses on Monday morning.

A

Cash Flow Command

A 13-week cash forecast for every entity. You’ll see the next acquisition payment two months before it’s due.

B

Financial Systems & Reporting

A monthly close that lands by the tenth, with a P&L for every branch and service line. Your bank and your buyers trust the numbers.

C

KPI Dashboards

Revenue per truck and gross margin by service line, ranked across every branch. Your managers see the leaderboard before their Monday meeting.

D

Growth & Exit Readiness

PE buyers are active in Southeast home services. Owners with Alex’s books in order sell at higher multiples.

FIG. 03 · BACKGROUND

Operator first,
CFO second.

Alex grew up around home services and spent years inside operating companies before launching his fractional CFO practice in 2015. He has worked exclusively with multi-location operators across the Carolinas and Georgia ever since.

He’s a CPA. His work shows up in your EBITDA and your bank line, not in a sixty-page deck nobody opens twice.

He works with three or four operators at a time. Most engagements run more than two years.

FIG. 04 · CONTACT

Ready to scale without a full-time CFO?

alex@parker-cfo.com

Replies within one business day.