Stop growth from turning into a cash crunch.
We help 7-figure field service businesses — primarily trades and property services — scale without cash flow pressure by aligning growth decisions with when cash actually hits the bank.
Welcome to REI Finance!
Strategic CFO support for growing field service businesses.
Most businesses hit a point where growth starts creating pressure instead of progress.
-Jobs increase.
-Crews expand.
-Payroll rises.
But the cash from that work often arrives later.
In field service businesses:
-Work is completed before cash is collected
-Payroll and expenses must be paid immediately
-Hiring often happens ahead of revenue
As the business grows, this gap gets bigger and that’s when cash starts to feel tight.
We help you close that gap before it becomes a problem.
How we support you:
-Forecast cash based on jobs, crews, and hiring
-Plan growth without creating cash flow pressure
-Improve margins across services and projects
-Turn financial data into clear operational decisions
-Build financial systems that support scaling with control
Who we work with :
We partner with field service businesses generating $1M–$10M in revenue that run on crews, jobs and backlog, where growth can create pressure on cash flow.
The businesses we support:
-Skilled trades (HVAC, plumbing, electrical)
-Property & maintenance services (landscaping, snow removal, cleaning, property maitenance)
Hi, I'm Stefanie
I’m a CPA and the founder of REI Finance, a strategic CFO firm partnering with field service-based businesses navigating growth and financial complexity. After more than a decade in corporate finance, I stepped into entrepreneurship to build something more intentional, for both my family and the clients I serve.
Today, I lead a team providing CFO guidance to business owners and leadership teams helping them improve profitability, stabilize cash flow, and make forward-looking decisions with confidence.
My role is to ensure our work delivers insight, foresight, and oversight so our clients can build resilient, profitable businesses that support their long-term vision.
MY PERSPECTIVE
Financial Clarity is WEALTH PROTECTION
When leaders don’t have a clear view of profitability and cash flow, growth becomes risky instead of empowering. Strategic financial management provides the insight and foresight needed to make confident decisions, adapt early, and protect both the business and the life it supports.
How we can help you
For growing field service businesses (typically $1M+ in revenue) with crews, jobs, and increasing financial complexity.
We step in as your CFO partner — helping you improve profitability, stabilize cash flow, and align hiring and growth decisions with when cash actually hits the bank.
This is our core offering for trades and property service businesses navigating growth without wanting cash to become the constraint.
A focused, CFO-led engagement designed to help you step back, understand your numbers, and identify where cash flow, profitability, or growth decisions may be misaligned.
Ideal for growing businesses that want clarity on what’s really happening financially — and a clear plan to move forward with confidence.
Designed for early-stage businesses still managing finances in-house.
We help you build a strong financial foundation — giving you clear visibility into your numbers, simple systems, and the confidence to make informed decisions without overcomplicating things.
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REI has been a game changer for my business. They are on the ball and really take the money management part of my business off my plate. REI takes full accountability for everything and have a very organized process.The monthly meetings give me great peace of mind, great to know financially exactly were im at each month. The switch over was very easy. I highly recommend this service to anyone looking to step up the game in there business. A+
- Chris Milne, Owner @ Duck Range Plumbing & Heating Ltd.
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