Outsourced Accounting & Fractional CFO Services

Our Services: Build a Strong Financial Foundation and Drive Sustainable Growth

At Wilburn CPA, we help $1M–$10M field-service companies move beyond chaotic bookkeeping and cash flow stress to achieve clarity, control, and confident growth.

We combine expert CPA-level accounting with strategic Fractional CFO support — giving you the complete financial partnership you need without the cost of a full-time hire.

1. Strong Financial Foundation – Accrual Accounting & Bookkeeping

A solid financial foundation is the essential first step to scaling successfully. We establish clean, accrual-basis accounting processes that deliver accurate, timely financial data — so you can see the real story behind your numbers.

Cash-basis accounting only shows money in and out. Accrual accounting matches revenue with the expenses that generated it, revealing true profitability by job, customer, and service line.

With this foundation in place, hidden problems (underperforming projects, margin leaks, or delayed collections) become visible — allowing you to make smarter decisions instead of flying blind.

What’s Included:

Full-service bookkeeping and payroll in QuickBooks Online or Xero
Accounts receivable, invoicing, and collections support
Accounts payable and bill payments
Bank and credit card reconciliations
Project costing and job profitability tracking
Payroll processing, tax deposits, and quarterly filings
Accurate monthly financial statements

2. Tax Planning & Compliance

We proactively minimize your tax burden while ensuring full compliance.

Strategic income tax planning and year-round tax-saving strategies
Preparation of Form 1065 (Partnership), 1120-S (S-Corp), and 1040 (Individual) returns
Quarterly estimated tax calculations and payments
Tax-efficient entity structuring

3. Financial Reporting & Insights

Get the clear, actionable reports you need to run your business, and meet with us on a regular weekly or monthly basis to discuss what these reports mean for your business and how you can make smarter financial decisions based on current financial data — not just compliance documents. We help you spot trouble spots by regularly reviewing your financial reports with you to better track trends and make needed adjustments before problems arise or continue.

Monthly Income Statement (with budget variance analysis)
Balance Sheet
Cash Flow Statement
WIP Report
Project and customer profitability reports
Key Performance Indicators (KPIs) and financial ratios
Rolling cash flow forecasts and 13-week cash flow projections

4. Fractional CFO Services – Strategic Financial Leadership

Our Fractional CFO service gives you high-level financial expertise on a part-time basis. We become your strategic partner, helping you make the decisions that drive real growth and profitability.

We focus on the three biggest financial decisions most $1M–$10M businesses face:

1. Cash Flow Management & Forecasting Never be caught off guard by cash shortages again. We build accurate forecasts, optimize receivables and payables, and ensure you always know exactly where your cash stands — critical for project-based businesses.

2. Pricing Strategy & Job Costing Stop guessing which jobs are actually profitable. We implement proper job costing and margin analysis so you can price confidently, improve gross margins, and eliminate money-losing work.

3. Capital Allocation & Growth Decisions Should you invest in new equipment, hire more crews, expand territory, or acquire another company? We provide financial modeling, ROI analysis, and scenario planning so you can grow strategically without unnecessary risk.

Additional High-Impact Support:

Business purchase
Preparing your business for a future sale or exit
Business expansion

5. JobTread Consulting & Setup

If you build custom homes or handle high-end remodels using JobTread, we help you get the accounting side of the platform working the way it should. As a JobTread Certified Bookkeeper, I set up job costing structures, WIP schedules, and clean reconciliation with QuickBooks Online — so your numbers are trustworthy the moment a job closes, not six months after.

See how we support JobTread users →

Ready to Build a Stronger, More Profitable Business?

Whether you need help cleaning up your books, implementing professional financial systems, or gaining a true strategic financial partner, we’re here to help.