Main Street CFO & Tax Advisors
CFO Advisory and Tax Strategy for:
- Specialty Trades: HVAC, Electrical & Plumbing
- Real Estate Operators
Build for Success. Grow an Empire. Exit on your terms.
Build-Grow-Exit

20+
YEARS
of experience serving the Real Estate and Construction Communities.


ABOUT us
Who We Are and Why We're Different.
Build - Grow - Exit
At Main Street CFO, we go beyond accounting.
Main Street CFO helps HVAC, Electrical, and Plumbing contractors
turn financial chaos into a clear, cash-generating financial strategy.
We step into the CFO seat for trade contractors who are winning at the job level but flying blind at the business level. Our job is to build the financial infrastructure that turns operational success into predictable, compounding wealth.
Most contractors don't fail because of bad jobs or bad crews. They struggle because of:
- Lack of financial visibility across jobs, crews, and overhead
- Inefficient entity structures that leave money on the table
- Poor cash flow management between material costs, payroll, and payment cycles
- Reactive tax strategy that only shows up at filing time
That's where we step in.
We build and operate the financial infrastructure behind the trade:
- Real-time cash flow forecasting and management, tuned to the seasonality and job-cycle timing of HVAC, electrical, and plumbing work
- Full-service back office accounting systems, including job costing that shows true profitability by service line, crew, or project type
- Owner-ready financial reporting that tells you which jobs, techs, and service lines are actually making you money
- Advanced tax strategy integrated into every decision, from equipment purchases to entity structure
- Tax-advantaged planning around growth, acquisitions, and multi-entity structures common in trade businesses
Our approach is simple but powerful. We give you a CFO-level partner without the CFO-level overhead, so every decision, whether it's tax strategy, entity structure, or cash flow, is working in coordination toward the same goal, not in separate silos.
Because the goal isn't just to run more service calls, it's to build a business that creates wealth, scales efficiently, and eventually exits on your terms.
Build-Grow-Exit
Build | Grow | exit
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Our Tax Planning Services. Accounting & CFO Advisory Services:
"“For the Construction Trades & Real Estate Operators/Developers; we help maximize cash, minimize tax drag, and build a business ready to grow and exit on your terms.”- Michael Henninger

Outsourced CFO Services
- Real Time cash flow forecasting and management
- Full Service back office including job costing, WIP builds and review
- Owner ready financial reporting and job profitability analysis
- Lender and investor reporting packages
- KPI dashboards
- Budget vs. actual tracking by project/job

Entity Structuring & Accounting
- LLC structure design and ongoing maintenance per deal
- Intercompany loan and management fee tracking
- Cost segregation coordination for accelerated depreciation
- Construction draw accounting and job costing
- 1031 exchange transaction support
Investor Relations Support
- Quarterly investor reporting templates
- Annual K-1 timeline management
- Capital account reconciliation

Financial Modeling & Forecasting
- Pro forma review and underwriting support
- Tax-efficient deal structuring (promote structure, carried interest planning)
- Refinance and disposition tax impact modeling
- Debt covenant compliance monitoring
Tax Planning & Strategy
- Annual entity tax returns (Form 1065, multi-state filings)
- K-1 preparation and investor distribution
- Bonus depreciation and cost segregation strategy
- Real Estate Professional Status (REPS) planning
- Qualified Opportunity Zone (QOZ) compliance
- State nexus analysis for multi-jurisdiction projects
Ready to Transform Your Finances?
Our experts are ready to optimize your finances, ensuring lasting success.
OR CALL US NOW:
REVIEWS Our Satisfied Customers
Read What Our Customers Say About Us
Don't just take our word for it. Our clients have seen firsthand how our services have transformed their businesses. From saving thousands in tax mistakes to gaining invaluable financial insights, our clients' testimonials speak volumes about our impact.

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Ready to Get Started?
Whether you're looking to outsource your accounting, navigate tax season, or get strategic business advice, we're here to help. Fill out our quick contact form, or reach out directly via email or phone. Let's work together to achieve your business goals.






