Strategic CFO Advisory
Strategic CFO Advisory for Trade Businesses Scaling from $2.5M to $20M.
We connect your growth strategy to your tax strategy so you keep more of what you build.
$2.5M–$20M
The revenue band we specialize in
CPA-led
Strategy and tax under one roof
Trades only
HVAC, plumbing, electrical, roofing, remodeling
The work
Built for owners who still have dirt on their boots and a P&L that needs a grown-up.
From job-costed crews to the next equipment note, we treat the business as an institution: numbers first, narrative second, and no theatre in between.
The Old Way vs. The Oakwright Way
Most trade businesses outgrow their accountant long before they realize it. Here's the difference a forward-looking partner makes.
The Old Way
Backward-looking compliance CPAs
- Backward-looking compliance CPAs
- File the return, then disappear until next April
- Tax prep treated as a once-a-year event
- No visibility into cash until the bank balance drops
- Advice that reacts to what already happened
The Oakwright Way
Forward-looking strategic CFOs
- Forward-looking strategic CFOs
- A year-round partner in every major decision
- Tax strategy engineered into how you grow
- Cash flow forecast before you feel the squeeze
- Guidance that shapes what happens next
The Institutional Advantage
Transitioning to a strategic financial model fundamentally changes how you operate, providing clarity where there was once only gut instinct.
Margin Protection
We eliminate the blind spots in job costing, ensuring overhead isn’t silently eroding your gross profit as you scale crews.
Cash Flow Visibility
Rolling 13-week forecasts give you the runway to make capital decisions confidently, long before the slow season hits.
Tax Optimization
Proactive entity structuring and capital deployment strategies that legally minimize your tax burden year over year.
Institutional clarity
Growth is only worth it if the structure underneath can hold it.
Frequently Asked Questions
Clarity on our scope, who we serve, and what to expect when partnering with Oakwright CFO.
Who is the Strategy Call for?
This call is exclusively for owners of trade businesses doing between $2.5M and $20M in annual revenue who are actively looking for strategic financial leadership, not just an annual tax filer.
Do you offer standard bookkeeping services?
No. We are strategic CFOs and CPAs. If you need a bookkeeper, we can help you hire or train one, but our focus is on building the financial operating system that guides your growth and protects your margins.
What happens during the initial call?
We will discuss your current financial infrastructure, your growth goals, and the specific pain points you are facing with cash flow, job costing, or tax liabilities. If we are a fit, we will outline exactly what a partnership looks like.
Do you replace my current CPA?
Yes. Oakwright is CPA-led. We bring your tax strategy and CFO advisory under one roof so your tax plan is actively engineered throughout the year, rather than reacting to the past.
Ready to keep more of what you build?
Let's connect your growth strategy to your tax strategy. Book a call to see where the numbers can take you.