Porter

Nealon Insulation, a Connecticut-based contractor that provides residential and commercial insulation services, engaged Porter for bookkeeping and CFO support. The goal was to build trust in their financial books and gain sound financial advice for their business expansion. Porter was chosen for their value-for-money services and rapid response, discovered through a referral. The scope of work involved Porter handling daily bookkeeping, monthly and annual reports, and providing strategic financial advice. Porter also assisted in integrating various tools such as their CRM, QuickBooks Online, and payment systems.

Porter was responsible for managing Nealon Insulation's day-to-day bookkeeping and preparing monthly and annual reports, answering strategic financial questions typically reserved for a CFO. With a team of two, they helped Nealon Insulation determine whether major capital expenditures were affordable and whether their Cost of Goods Sold was too high. They also integrated CRM, QuickBooks Online, and various payment systems that had previously been disparate, making financial management easier and more effective.

Throughout the engagement, which began in September 2025, less than $10,000 was invested in Porter's services. Working with two dedicated team members and an AI system helped achieve the desired results. The ongoing partnership indicates satisfaction and trust in Porter's services, fulfilling the original goal of ensuring accurate and reliable financial records and advice for business scaling and growth. Porter's diligent handling of these responsibilities and proactive integration of financial management tools have proven beneficial for Nealon Insulation.