Run Your Business With Clarity, Not Guesswork

Fractional CFO services for trades & service companies in Nebraska.

Roofing • HVAC • Plumbing • Electrical • Trucking • Restoration • Cleaning • Fabrication

Birdie gives you the financial clarity of a $250K CFO — at a fraction of the cost — so you can grow profitably and get your time back.

Book a Complimentary Discovery Call

The Trades Have Outgrown Bookkeepers — But Not Ready for a Full CFO

Companies doing $5–25M in revenue hit the same wall:

  • The books show what happened, not what’s coming.

  • Pricing decisions rely on gut feel.

  • Cash flow is unpredictable — even when sales are strong.

  • Owners carry the financial strategy alone.

You’re big enough to need CFO-level thinking… but hiring one full-time doesn’t make sense.

That’s where Birdie comes in.

Birdie understands the trades.

We work with companies where margins shift daily, labor is tight, and cash flow depends on weather, seasonality, and scheduling.

We speak your language — and we solve your real-world problems.

Tackling Industry Specific Challenges

We only work with one company per trade category per metro area at the CFO level.

That means:

  • No conflict of interest

  • No risk of sharing your pricing structure

  • No split loyalty

Birdie represents you and only you in your trade vertical.

Read more about our Client Exclusivity Commitment.

  • Fix your biggest risks: job costing, insurance receivables, and cash timing.

    • Stabilize margins

    • Predict storm season highs/lows

    • Improve estimating discipline

    • Speed up cash flow

  • Know exactly where you’re making and losing money.

    • Track install vs service margins

    • Improve labor efficiency

    • Reduce inventory waste

    • Build a forecast that accounts for seasonality

  • Turn a volatile business into a predictable one.

    • Fuel, maintenance & driver cost modeling

    • CapEx planning

    • Load-level profitability

    • 13-week cash flow forecasting

  • Finally know which contracts are profitable.

    • Contract-level profitability

    • Labor cost control

    • Receivables management

    • Forecasting that smooths the revenue roller coaster

  • Build pricing discipline and true cost visibility.

    • Product-line profitability

    • Material cost modeling

    • Inventory control

    • Rolling forecasts & capacity planning

Meet Joe

Your Fractional CFO With Real-World Experience — And Real-World Integrity

With over 15 years of finance and leadership experience, Joe brings a wealth of Corporate Finance, FP&A, and operational best practices to your organization. He’s supported teams, departments, and entire companies — but his real passion is working directly with business owners who care deeply about what they’re building.

Joe stepped away from the corporate rat race for one reason:

To help real businesses, run by real people, who want clarity and integrity more than complexity.

He’s whip-smart, a steady strategist, and — most importantly — a genuinely good person. Clients trust him not just because he understands the numbers, but because he understands them.

As a business owner himself, he knows the pressure, the responsibility, and the weight that comes with making financial decisions alone. That’s why he operates with a simple principle:

Your company’s best interest will always come first. Always.

With Joe, you get a CFO who:

  • Thinks strategically

  • Solves problems without drama

  • Protects your margins and cash flow like they’re his own

  • Delivers clarity you can actually take action on

If you want a partner who simplifies the financial side of your business and helps you grow with confidence, Joe’s your guy.

Meet with Joe