CPA & CFO Services for Service-Based Businesses
Financial Leadership built around you
Service-based businesses run on relationships, reputation, and consistent cash flow. But between managing clients, scheduling crews, and keeping operations running smoothly, the financial side often gets pushed to the back burner. That’s where Proxy Financial steps in.
“I need more help, but have no idea if I can hire someone right now.”
Growth decisions shouldn’t be made on gut feeling. At Proxy Financial, we give business owners the financial clarity when it comes to these questions. Less anxiety; more confidence.
“I just need someone who gets my industry.”
We work with service-based businesses every day. We understand the importance of tracking and managing cash-flow cycles, seasonal fluctuations, and the financial challenges specific to your industry.
“Every payroll cycle stresses me out. I’m never sure that I’ll make it.”
Cash Flow gaps are one of the biggest threats to a growing business. Proxy helps you forecast, plan, and manage payroll so you always know what is coming.
What we handle for you:
Running a service-based business is demanding enough. Proxy Financial takes the financial complexity off your plate.
- Bookkeeping- Accurate up-to-date records so you always know where your business stands
- Payroll- Reliable payroll processing so your team gets paid correctly and on time; every time.
- Accounting & Tax Strategy- CPA-level guidance to keep you compliant and minimize end-of-year tax burden
- Fractional CFO Services- Senior-level financial strategy and leadership scaled to your stage of growth
- Bank Discussions and Financing- We help facilitate conversations with lenders to help secure the right financing for you.
- Debt Consolidation Guidance- Helping you structure and manage debt so it works for your business and not against it.
Industries We Work With:
Every service business is different, and we get that. We work with owners across a wide range of service industries, including:
- Landscaping and Lawn Care- Seasonal cash flow, crew payroll, equipment financing
- Consultants- Project-based revenue, contractor invoices and payments, growth planning
- Auto repair and Automotive Services- Inventory Management, Labor costs, profitability tracking
- Marketing and Creative Agencies- Retainer-based revenue, contractor costs, profitability tracking
- Home Services- Plumbing, electrical, HVAC, and contractor businesses with crew payroll and seasonal swings
- Real Estate & Property Management — Commission-based income, property expenses, and investment tracking.
Ready to Turn ev
Why Service Businesses Choose Proxy Financial
There’s no shortage of accountants and bookkeepers out there. Here’s what makes Proxy Financial different.
Our team is led by licensed CPAs — not just financial consultants or bookkeepers. That means you get certified accounting expertise, regulatory knowledge, and strategic financial leadership all under one roof.
We don’t just keep your books. We help you understand what your numbers mean, plan for what’s ahead, and make confident decisions about your business — whether that’s hiring, expanding, taking on debt, or preparing for a major opportunity.
We also work nationwide. With offices in Mandeville, Louisiana and Charleston, South Carolina, we serve service businesses across the country — remotely and without missing a beat.
When your focus is best served in your area of expertise; let us step in as your Proxy.
Schedule a free consultation. We’ll review your current financial operations, identify the biggest margin leaks, and show you exactly how a Fractional CFO engagement works for service-based businesses.