Who we are
At Charles CFO Partners, we specialize in helping trades-based service businesses — like HVAC, plumbing, and electrical companies — and real estate investors gain financial clarity and accelerate growth. With deep expertise in fractional CFO services, M&A advisory, tax strategy, and cost segregation studies, we bring a practical, results-driven approach to every engagement.
We work with businesses doing $1M–$20M in annual revenue who are ready to scale, exit, or make more strategic financial decisions. Whether you're building a multi-crew operation, preparing to sell your business, or growing a real estate portfolio, we’re here to guide you with precision, transparency, and integrity.
Charles CFO Partners was founded by Daniel Charles, a former Big 4 CPA and real estate investor, with a mission to help business owners make smarter, faster financial decisions.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!