Diversify Management, LLC

Diversify Management, LLCDiversify Management, LLCDiversify Management, LLC

‪(321) 345-1316

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  • About
  • CFO Services
  • Accounting
  • Tax Prep
  • Contact
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    • Home
    • About
    • CFO Services
    • Accounting
    • Tax Prep
    • Contact

Diversify Management, LLC

Diversify Management, LLCDiversify Management, LLCDiversify Management, LLC

‪(321) 345-1316

  • Home
  • About
  • CFO Services
  • Accounting
  • Tax Prep
  • Contact

Expert Fractional CFO Services for Contractors & Construction Businesses

Expert Fractional CFO Services for Contractors & Construction BusinessesExpert Fractional CFO Services for Contractors & Construction BusinessesExpert Fractional CFO Services for Contractors & Construction Businesses


 Bookkeeping, accounting, and tax strategy tailored for construction-based businesses. 


Book a Free CFO Strategy Session

Expert Fractional CFO Services for Contractors & Construction Businesses

Expert Fractional CFO Services for Contractors & Construction BusinessesExpert Fractional CFO Services for Contractors & Construction BusinessesExpert Fractional CFO Services for Contractors & Construction Businesses


 Bookkeeping, accounting, and tax strategy tailored for construction-based businesses. 


Book a Free CFO Strategy Session

Welcome

 At Diversify Management, we specialize in fractional CFO services for contractors and provide bookkeeping, accounting, and tax strategy for construction businesses. We help trade and service-based businesses streamline finances and grow with confidence. 

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Who we serve

At Diversify Management, we specialize in supporting construction, trade, and service-based businesses. Whether you're managing job sites, coordinating field teams, or delivering client services, we understand the financial complexities that come with your industry.

 

  • ✅ Contractors & Subcontractors
  • ✅ HVAC, Plumbing, and Electrical Businesses
  • ✅ Water & Mold Remediation Firms
  • ✅ General Construction Companies
  • ✅ Home Services Providers (Cleaning, Landscaping, Repairs)
  • ✅ Trade Professionals and Field-Based Teams


We deliver practical, industry-specific financial strategies to help you stabilize cash flow, improve profitability, and scale with confidence.

HOW WE HELP

FRACTIONAL CFO SERVICES

 Empower your business with part-time executive-level financial leadership without the full-time cost. Our CFO services include cash flow oversight, budgeting, forecasting, profitability analysis, and long-term strategic planning. We help you make informed decisions with confidence. 

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SMALL BUSINESS ACCOUNTING

 Keep your business finances accurate and audit-ready with professional accounting built for small business needs.  We handle transaction tracking, reconciliations, reporting, and compliance, so you can focus on running your company with confidence. From monthly financials to year-end support, we’ve got your numbers covered. 


bookkeeping, accounting, and tax strategy for construction businesses

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BOOKKEEPING & CLEAN-UP

 Maintain financial clarity with organized, up-to-date records. We handle everything from routine transaction tracking to deep clean-up work, ensuring your books are audit-ready, accurate, and stress-free. Whether you're behind or starting fresh, we’ll get you back on track. 

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TAX PREPARATION

 Take the stress out of tax season with expert individual and business return services. We maximize your deductions, ensure full IRS compliance, and handle every step of the filing process so you can stay focused on what matters most. 

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TRUSTED BY SMALL TO MID-SIZED BUSINESS OWNERS NATIONWIDE

Typhoon Power Washing

White's Home Inspection

White's Home Inspection

"We felt overwhelmed with our finances until we hired our fractional CFO. Now, I have financial clarity, and my profits are up!"

Robert Nathaniel

White's Home Inspection

White's Home Inspection

White's Home Inspection

“No matter how many contractors I hired, our construction company’s books always seemed a mess until I switched to Diversify Management. Once Yvette set up proper accounting for us, the picture of profitability was clear.” 

Raquan White

Keval Transportation

White's Home Inspection

Secure Gas & Maintenance

"From payroll setup to tax filing, Diversify Management has handled all our finance and accounting needs since day one."

Kevin & Valeria Gardner

Secure Gas & Maintenance

Secure Gas & Maintenance

Secure Gas & Maintenance

“Yvette and her team at Diversify Management took over managing the finances and accounting for my gas piping company, and it was a game changer. She helped keep things running smoothly and allowed me to focus on managing my crew.” 

Eric Machado

Heaters-R-Us

Secure Gas & Maintenance

Heaters-R-Us

“As a start-up founder, I was drowning in receipts, expenses, and tax questions before connecting with Diversify Management. Yvette and her team was invaluable, creating order from chaos through her bookkeeping and guidance.” 

Mark Sanders

Frequently Asked Questions

Please reach us on our contact us page if you cannot find an answer to your question.

 Yes - Accountants focus on taxes and compliance, while CFOs help you plan for the future, improve cash flow, and make smarter financial decisions. It’s like having a financial GPS. 


 A bookkeeper tracks and organizes day-to-day transactions, while a CFO provides high-level financial strategy, forecasting, and business insight to help you grow and protect your profits. 


 We offer tax preparation and planning for individuals, especially self-employed professionals, and high-income earners looking to optimize tax savings. 


 Absolutely! We offer stand-alone services or full-service packages depending on your needs. 


 Accounting and bookkeeping are closely related, but they are not the same. 

 

✅Bookkeeping is the foundation of accounting. It involves the daily recording of financial transactions such as:

  • Sales and purchases
     
  • Invoices and bills
     
  • Bank deposits and withdrawals
     
  • Payroll entries
     

Think of bookkeeping as data entry — it's about keeping the books up to date and organized.

 

✅Accounting takes the information from bookkeeping and uses it to analyze, interpret, and report on your business’s financial health. This includes:

  • Preparing financial statements (like your Profit & Loss or Balance Sheet)
     
  • Ensuring tax compliance
     
  • Advising on financial strategy
     
  • Helping you make smart, informed decisions
     

Think of accounting as financial storytelling and strategy — it helps you understand what the numbers mean and what to do next.


 We are primarily remote and work with clients nationwide, but we’re always available via Zoom or phone—and can meet in person for local clients or by request.


 Yes - We provide a secure client portal where you can safely upload all your tax documents, financial statements, and sensitive information. Your privacy and data security are our top priority. Once you're onboarded, you'll receive a personalized link with encrypted access to your document folder. 


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Diversify Management, LLC

‪(321) 345-1316

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