Welcome To The Executive Financials Program
Execute Proven Financial Strategies To Elevate The Predictability and Profitability Of Your Business
Implement valuable strategies, ensuring your operations run smoothly while providing strategic support for your business’s growth.
Ready To Leverage Our Fractional CFO and Accounting Services?
We are currently accepting new clients. Book a call below if you are ready to gain the ultimate clarity for your business.
Get StartedIt will do well and expand and grow. That's a significant benefit for a business owner to be able to step away. Now, if I were ever to sell my company, I absolutely have the accurate books to back it up."
Does this Struggle Ring Any Bells?
Are you struggling to manage your finances while running your business? Our Accouting and Fractional CFO services are here to help you stay focused on growing your business.
After owning his own roofing company and working with 150+ roofing and exterior businesses across more than 30 states, Connor knows the financial back office is where most contractors struggle.
Through our Accounting and Fractional CFO services, we handle everything from bookkeeping, payroll, AR/AP, job costing, and reconciliations to financial strategy, forecasting, and reporting. This means you get both the day-to-day accuracy and the big-picture guidance needed to scale profitably.
Running a roofing company requires clear numbers and smart decisions. Our team gives you both — the financial backbone that keeps your business running smoothly and the strategic insights to grow with confidence.
We’ve been there. We’ve mastered it. Now we’re helping contractors like you turn financial chaos into confidence.
Key Benefits of Fractional CFO Services
Communication
Stay in control of your business finances with on-demand financial support without the cost of a full-time hire. Our team will provide you with real-time communication for bookkeeping and day-to-day financial needs—ensuring your business operates smoothly so you can focus your attention on profit generating tasks. Additionally, each month you’ll have a dedicated CFO call with Connor to review financial performance and implement strategic adjustments.
Financial Acumen
Our team will assess your business's financial health and provide actionable insights. This includes comprehensive financial evaluations, weekly transaction categorization, monthly bank reconciliation, year-end tax prep, month-end reports, and cash flow management. You'll also get support with CRM sync, accounts payable, financial strategy, KPI analysis, and budgeting, all designed to help you implement a successful growth strategy with clarity and confidence.
Education
Connor and his team will identify all opportunities to enhance your company’s financial efficiency. Understanding your financials is crucial for avoiding chaos and fueling growth. With our team's guidance, you’ll gain a clear understanding of cash flow management, empowering you to make informed, results-driven decisions that positively impact your business.
Hear What Others Are Saying:
We thought we had some clarity before, but we were mistaken. Now, with the excellent processes we have in place for financial clarity and tracking, we're light years ahead of where we were.”
Everything You Get With Executive Financials
This Program Is A 12-Month Commitment
Executive Financials
CFO & Accounting Services
If you are a seeking a deeper financial acumen for business, this program is for you. Build confidence in your financial decision-making, accelerate your progress, and achieve the utmost financial clarity and efficiency for your business.Our team offers the support, accuracy, and assurance that industry agnostic firms simply can't.
30-Day Money Back Guarantee
REAL-TIME COMMUNICATION
(Accounts Receivable)
Total Value: $8,000/mo+
Only $4,000/mo
Our Guarantee To You
We’re all in on the Executive Financials Program, and we want you to be, too. But hey, cold feet happens. That’s why we’ve have a 30-Day money-back promise. Have a meeting with us, gain some insights and knowledge, and if it’s not you’re jam, we’ll refund you with no questions asked. We’re here to make sure you feel good about your journey with us right from the get-go.
Success Stories That Inspire
Ken Strecker - Just Roofs & Gutters
Shawn Whalen - Whalen Exteriors
Colby Strickland - B&A Roofing
Joe Kremer - MadeWell Restoration
Meet Your Fractional CFO
Connor’s rapid ascension as a coach, mentor, and consultant to the industry is a result of his “fail fast, learn faster” mentality. After 6 years of climbing through the ranks from entry-level sales to regional management, he found the corporate space would not allow him to reach his leadership goals.
Upon entering the industry, he experienced early success of a multi-million dollar roofing company within the first 6 months and eventually went on to sell that company in 2020 via merger. Connor has brought a lot of industry-agnostic knowledge and insight of how to build a business with sound, sustainable, and scalable practices across all departments of business.
Commonly Asked Questions
Who are the Executive Partners?
Executive Partners was founded to solve the most common challenges roofing and exterior contractors face: messy financials, unclear strategy, disconnected systems, and lack of leadership support.
We provide contractor-focused programs that give you the exact level of support your business needs:
Executive Accounting – Done-for-you bookkeeping and back office admin.
Executive Financials – Accounting plus CFO-level strategy for profitability and growth.
Executive Systems – CRM buildout, workflow automation, and operational optimization with integrated financials.
Executive Partnership – Full executive support across departments, combining financial, operational, and strategic leadership.
Unlike generic bookkeepers, consultants, or CRM vendors, we don’t just advise — we execute. We handle the back office, integrate your systems, and step in at an executive level so you can focus on leading and growing your business.
What solutions does Executive Partners offer?
Executive Partners provides four core programs designed for roofing and exterior contractors:
Executive Accounting – Done-for-you bookkeeping and back office admin.
Executive Financials – Accounting plus CFO-level strategy for profitability and growth.
Executive Systems – CRM buildout, workflow automation, and operational optimization with integrated financials.
Executive Partnership – Full executive support across departments, combining financial, operational, and strategic leadership.
Which program is right for me?
If you just need your financial back office handled → Executive Accounting.
If you want clean books + CFO-level strategy → Executive Financials.
If you want CRM and operational systems built or optimized → Executive Systems.
If you need broad executive leadership across departments → Executive Partnership.
What size companies do you typically work with?
Most of our clients are roofing and exterior contractors doing $3M–$20M in annual revenue.
Executive Accounting and Executive Financials are ideal for contractors in the $1M–$20M range who want clean books, financial clarity, and CFO-level strategy without hiring full-time staff.
Executive Systems and Executive Partnership are typically reserved for larger companies in the $5M–$30M+ range, where operational complexity, multi-department workflows, and enterprise-level leadership support become critical.
Whether you’re scaling past $1M or preparing to break through $20M+, our programs are designed to meet you where you are and grow with you.
What if my books, systems, or processes are a mess?
That’s completely normal. Most contractors come to us with messy books, outdated CRMs, or disconnected processes. Cleanup and optimization are built into our onboarding process, so you’ll start fresh with a clean foundation.
How do you distinguish yourselves from other coaching or consulting services?
Most coaching and consulting firms stop at advice. They’ll give you recommendations, maybe a playbook, and then check in weeks later. At Executive Partners, we go further — we don’t just advise, we execute.
Our team becomes deeply involved in your business on a weekly basis. We build and manage your financial back office, implement your CRM and operational systems, and provide executive-level leadership that drives real results.
We specialize in roofing and exterior trades, which means we understand job costing, vendor relationships, production challenges, and margin protection in ways generic firms simply can’t.
Instead of surface-level tips, you get tailored strategies and hands-on implementation designed to create lasting profitability, scalable systems, and a healthier business overall.
How quickly will I see results?
Executive Accounting: Within 30–90 days, you’ll have clean books, reliable payroll, and accurate reports.
Executive Financials: Strategic improvements typically show up within 3–6 months as clean data powers better decisions.
Executive Systems: Most CRM and process buildouts along with training and migration are completed in 4–6 months.
Executive Partnership: You’ll feel immediate leadership and support from day one, but the expectation is defined by the point of destination.
Do you offer a guarantee?
Yes. We offer a 30-day money-back guarantee for All EP Programs. If you don’t see value in the first month, we give you all your money back, no questions asked.
What’s the commitment?
Executive Accounting & Executive Financials: 12-month commitment. These programs require time to clean up your books, implement financial strategy, and drive measurable results.
Executive Systems & Executive Partnership: 6-month minimum commitment, with most clients continuing for 12 months or longer to get the full benefit of scaling and optimization.
We’ve found that while meaningful progress happens quickly, the businesses that see the greatest long-term success are the ones that stay with us for at least a year.
What’s the first step to get started?
Book a call with our team. We’ll review your current financials and operations, identify gaps, and recommend the right program for your business.