Fractional CFO · Texas

Your business outgrew its bookkeeper.
You need financial leadership — not a full-time hire.

I work with contractors and trades businesses doing $1M–$15M who are tired of running blind on cash flow, missing bids because their numbers are off, and not knowing if they can afford to grow.

Typical Client Revenue
$1M–$15M
Owner-operated, already has a bookkeeper
What changes
Clarity.
On cash, margin, capacity, and what's actually holding you back
Engagement type
Fractional
CFO-level insight without the $200k salary

The problems most contractors hit when they start growing

📉

You're busy but not profitable

Revenue looks good. But at the end of the quarter you're wondering where the money went. Job costing is guesswork and margin is a mystery.

😰

Cash flow keeps you up at night

You're waiting on draws, juggling payroll, and making gut-feel decisions on whether you can take the next job. You need a forward-looking picture — not last month's P&L.

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The bank wants financials you don't have

Ready for a line of credit, equipment financing, or bonding capacity — but your books aren't telling the story a lender needs to hear.

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Your bookkeeper can't answer business questions

They code transactions and close the month. They can't tell you which jobs are making money, whether to hire, or what your business is worth.

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Growth is creating more stress, not less

More revenue, more headaches. You're not sure if the next hire, truck, or contract will help or hurt. You need someone who can model it out.

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Thinking about selling — someday

Whether it's 2 years or 5, an eventual exit needs clean financials, strong margins, and a business that doesn't depend entirely on you to operate.

Built for owner-operators in the trades

I specialize in contractors and trades businesses — the kind where the owner is still on calls, still bidding jobs, and still figuring out how to get out of the weeds. You don't need a generalist. You need someone who knows your business model.

  • Revenue between $1M and $15M
  • Already have a bookkeeper keeping the books current
  • Owner still running day-to-day operations
  • Experiencing growing pains, cash anxiety, or planning a raise or exit
  • Want a CFO-level partner, not another vendor
Not the right fit: pre-revenue startups, purely retail businesses, or companies that already have a full-time finance team. I'll tell you honestly in our first call if I'm not the right resource.
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General Contractors
Commercial & residential
Electrical
Service & new construction
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Plumbing & HVAC
Including service agreements
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Specialty Trades
Roofing, flooring, concrete & more
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Landscaping & Excavation
Including equipment-heavy ops
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Other Contractors
If you build or maintain things, let's talk

What a fractional CFO actually does for you

Not bookkeeping. Not tax prep. Strategic financial leadership — plugged into your business at whatever level makes sense for where you are.

01
Cash Flow & Forecasting

Stop reacting to cash crunches. Know what's coming 13 weeks out and make decisions with confidence.

  • 13-week rolling cash flow model
  • Draw and billing cycle optimization
  • Scenario planning (what if you add a crew?)
  • Monthly forecast vs. actuals review
02
Job Costing & Margin Analysis

Find out which jobs are actually making you money — and which ones are costing you more than you think.

  • Job-level profitability review
  • Overhead allocation and burden rates
  • Estimating accuracy benchmarks
  • Bid/no-bid financial framework
03
Capital & Debt Planning

Equipment, lines of credit, bonding capacity — structured so lenders say yes and you don't overextend.

  • Lender-ready financial packages
  • SBA loan prep and structuring
  • Equipment financing analysis
  • Bonding capacity assessment
04
KPI Dashboards & Reporting

Replace gut feel with a one-page monthly view of what matters — built for how you actually run your business.

  • Custom KPI scorecard (not generic)
  • Monthly business review cadence
  • Backlog and pipeline tracking
  • Labor productivity metrics
05
Growth & Hiring Decisions

Before you add headcount, equipment, or a new division — know exactly what it costs and what it needs to generate.

  • Breakeven and capacity modeling
  • Hire vs. subcontract analysis
  • New service line feasibility
  • Geographic expansion planning
06
Exit Readiness

Thinking about selling in the next few years? The time to prepare your financials is now — not 90 days before you list.

  • EBITDA normalization & add-back review
  • Valuation range benchmarking
  • Deal-ready financial cleanup
  • Owner-dependency reduction plan
Not sure which of these you need most?
That's what the first call is for. No pitch, no pressure — just a straight conversation about where you are.
Schedule a Free Call
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Your photo here
Certified Management Accountant (CMA)
Senior Finance Manager, Fortune 50
Strong FP&A background
Texas-based

Fortune 50 finance experience. Built for Main Street businesses.

I'm Eric Barton — a Certified Management Accountant and Senior Finance Manager at a Fortune 50 company, with deep experience in FP&A, financial planning, and capital decision-making.

I started Earlmist Advisory because I kept seeing the same thing: small business owners who had built real, successful companies but were making major decisions without the financial infrastructure to back them up. A bookkeeper alone can't do what I do. And a full-time CFO isn't in the budget — or necessary.

Fractional is the answer. A few hours a month of real financial leadership — the kind that comes from years of working inside large, complex organizations — applied to your specific situation.

"I'm not here to hand you a report and bill you. I'm here to sit across the table — or on the phone — and help you make better financial decisions. That's it."

What clients say

Testimonials coming soon
"

Before working with Eric, I had no idea which jobs were actually profitable. Now I know within two weeks of finishing a job whether it hit margin — and why.

Owner, General Contracting Co.
$4M Revenue · Texas
"

We were about to take on two more crews without a plan. Eric built us a 90-day cash model that showed us exactly how to sequence the growth. Saved us from a cash crunch we didn't see coming.

Owner, Electrical Contractor
$7M Revenue · Texas
"

Getting our line of credit renewed was a nightmare until Eric helped us organize the financial package. The bank had everything they needed. It closed in three weeks.

Owner, HVAC Company
$2.5M Revenue · Texas

Free 30-minute call. No pitch.

Tell me where your business is and what's keeping you up at night. I'll tell you honestly whether fractional CFO support makes sense — and what it would actually look like for your situation.

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Texas-based · Serving clients remotely nationwide
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Availability: Currently accepting 1–2 new clients
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Response within 1 business day
This form goes directly to Eric. No call center, no sales team. You'll hear back within one business day.