Finance Partner - Home Services

Finance Partner to serve as a trusted financial and strategic leader to startup and small business clients in the home services space, helping entrepreneurs build financially healthy, well-run and sustainable businesses.

the company partners with small businesses and startups to help them build healthy, sustainable, and successful businesses. We provide a fractional finance team across accounting, financial management, and tax, giving business owners the expertise they need without building a full in-house department. What sets us apart is how we partner with our clients. We go beyond delivering reports and keeping the books clean.

We work alongside business leaders to understand their goals, solve problems, make better decisions, and build stronger businesses. We believe business success is about more than maximizing profit. It’s about building something that creates lasting value for owners, employees, customers, and the communities they serve.

Would you like to use your finance experience to make a meaningful difference in the lives and businesses of entrepreneurs? Are you looking for an alternative to the traditional corporate finance career path where you can build a portfolio of clients, work directly with business owners and have the flexibility to grow your involvement over time?

the company is a growing financial management and advisory firm based near Portsmouth, NH. We provide white-glove financial partnership to startups and small businesses – typically under $10M in revenue.

Our services are designed to scale with clients as they grow, beginning with bookkeeping, tax, payroll and financial reporting and expanding to include CFO and FP&A services such as KPI reporting, forecasting, budgeting, strategic planning, fundraising, exit planning and much more.

We are seeking an experienced finance professional to join our team as a Finance Partner focused specifically on our home services clients. We are particularly interested in candidates with experience in HVAC, plumbing, electrical, roofing, construction or other field-service businesses who understand the unique financial and operational dynamics of these industries.

In home services, financial performance is closely connected to what is happening in the field. The right Finance Partner will understand not only the financial statements, but the underlying drivers of the business – including technician productivity, labor utilization, pricing, job profitability, capacity, service agreements, fleet, inventory, marketing efficiency and seasonality.

A Finance Partner is different than a fractional CFO or financial consultant. Finance Partners lead the Cornerstone relationship with their clients and walk alongside business owners as trusted advisors and partners.

While finance is our foundation, our goal is to help clients build better businesses. Finance Partners are expected to look beyond the numbers, understand what is happening throughout the organization and help owners solve problems across finance, operations, strategy and leadership.

This role is designed for someone who wants to build a portfolio of meaningful client relationships while maintaining flexibility and autonomy. Finance Partners may begin with one or two clients on a part-time basis and grow their portfolio and leadership responsibilities over time.

We are especially interested in finance professionals who have built strong foundational experience but are looking for a different path – one that provides greater ownership, broader business exposure, direct relationships with entrepreneurs and the opportunity to develop into a well-rounded business leader.

Cornerstone is a values-based company. We expect our Finance Partners to care deeply about integrity, service, people and helping entrepreneurs build businesses that create long‑term value for their owners, employees, customers and other stakeholders.

• Serve as the primary financial leader and trusted advisor for a portfolio of startup and small business clients
• Develop strong relationships with business owners and leadership teams, deeply understanding their businesses,…