Small business owner reviewing financial documents on a laptop in a home office

Meet Jenny Potter, CPA

Fractional CFO for Contractors I founded Potter Advisory Group to help trades contractors turn hard work into stronger profits, better cash flow, and greater confidence. With more than 25 years of experience in accounting, finance leadership, and business systems, I help you understand where your money is going—and what to do next. Straight answers, practical guidance, and someone to talk through the big decisions with.

MISSION

Your business should give you more than another job.

You’ve built a business through hard work, long days, and taking risks. You deserve to know that effort is paying off—and feel confident about what comes next. My mission is to help trades contractors keep more of what they earn, get ahead of cash flow pressure, and build a business that supports the life they want. That starts with clear answers: Which jobs are worth taking? What can you afford? What needs to change? I help you work through those questions and turn the answers into action.

THE PERSON BEHIND THE NUMBERS

Serious about your business. Easy to talk to.

You can ask the questions you’ve been afraid to ask, talk honestly about what’s keeping you up at night, and expect clear answers without judgment. I take the time to understand your jobs, your crews, and your goals. Then we work through the numbers together—so you know what needs attention and feel confident about your next move.

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Jenny Potter, CPA

My connection to construction started early in my career, working for a general contractor. I inherited inefficient accounting processes and software that could do far more than the company was using it for. I streamlined the work and automated tasks that had taken hours by hand. When I was promoted to Controller, the company didn’t need to replace me in my previous role. Those improvements saved the cost of an additional employee. That experience shaped how I approach business today: understand what’s happening, find what needs to change, and turn that insight into a financial benefit. For more than 25 years, I’ve worked across accounting, finance leadership, consulting, and business systems. I’ve built an accounting services practice and partnered with owners, CEOs, and CFOs to strengthen financial operations and make better decisions. Now I’m bringing that experience back to trades contractors—owners who have built successful businesses but expected more cash, more profit, and more freedom to show for it. Because you can have busy crews, a full schedule, and millions in revenue—and still ask: “Where the hell is all the money?” That’s where I come in. Through Potter Advisory Group, I help you see which jobs make money, what’s eating into your margins, and where cash gets stuck. Together, we look at labor, overhead, pricing, collections, and the cost of growth. We turn those numbers into answers you can use: Are our jobs making enough profit? Can we afford another employee, truck, or piece of equipment? Will we have enough cash for payroll and upcoming bills? Will growing the business leave us better off? Our six-week Chaos to Cash Flow Clarity™ program gives us a focused starting point: identify the opportunities, build your cash flow forecast, and create a practical action plan. Ongoing fractional CFO support helps you put that plan into practice and navigate the decisions ahead. You’ve already put the work into building your business. My job is to help you make its next chapter more profitable—and feel more in control along the way. Jenny Potter, CPA Founder, Potter Advisory Group

EXPERIENCE

Experience you can count on.

CPA with 25+ years of experience across accounting, finance leadership, and consulting. Hands-on construction experience, including helping a general contractor reduce costs through better processes. Built an accounting services practice and led teams supporting business owners. Partnered with owners, CEOs, and CFOs to turn financial information into practical business decisions. I bring that experience to your business—with clear explanations and guidance you can use.

COMMON QUESTIONS

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