Home Builders Financial Partners

What Home Builders Financial Partners does

Home Builders Financial Partners (HBFP) is a Charleston, South Carolina-based outsourced financial management firm exclusively serving custom home builders in the United States. Founded in 2021 by Zack Kelly, the company offers a verticalized suite of back-office services including bookkeeping, accounts payable and accounts receivable management, bank reconciliation, cash flow management, financial statement preparation, weekly reporting, client draw management, and fractional CFO services. HBFP operates through a single-segment, dedicated model: each client is assigned a dedicated Financial Partner who learns the builder's operations and delivers recurring services via a cloud-based client portal (powered by adaptive.build) with Dropbox-based weekly report packets and mobile-responsive interfaces. The firm complements its core financial management offering with on-site consulting engagements and a proprietary HBFP Budgeting and Invoice Process Software that provides real-time job costing and mobile invoice approval.

HBFP generates revenue primarily through monthly subscription-based engagements with custom-tiered solutions priced below the fully loaded cost of a single in-house employee, supplemented by project-based consulting engagements. The go-to-market is consultative and sales-led, combining direct outreach (phone, email, website forms) with content-driven demand generation via an educational blog, social channels, and appearances on construction-industry podcasts. The firm serves approximately 25 SMB clients nationwide, having expanded from its local South Carolina base to a national footprint during the 2020 pandemic, and now operates from offices in Charleston, SC and Scottsdale, AZ. HBFP is privately held, bootstrapped, and founder-controlled, with no disclosed institutional funding.

Name

Home Builders Financial Partners

Legal name

Home Builders Financial Partners, LLC

Website

https://hbfpllc.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Home Builders Financial Partners is a Charleston, SC-based outsourced financial management firm exclusively serving U.S. custom home builders, providing bookkeeping, accounting, fractional CFO services, and construction-specific software to approximately 25 SMB clients nationwide on a monthly subscription model.

Ownership category

akta.pro rank

Headquarters

HQ city

Charleston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Financial Management Services: Ongoing financial management and back-office services for custom home builders including bookkeeping, accounting, CFO services, and administrative support. Services are provided as tiered custom solutions tailored to each client's business needs.
2. Consulting Services: On-site consulting services with various frequencies (one-time, bi-annual, monthly) including system design, solution development, and best practice recommendations for construction financial management.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Home Builders Financial Partners provides outsourced financial management, bookkeeping, and CFO services exclusively to U.S. custom home builders. Deliverables include accounts payable/receivable, bank reconciliations, cash flow management, job cost budgeting, weekly reporting packets, client draw package preparation, insurance certificate and waiver tracking, and subcontractor payment coordination, delivered remotely through a cloud-based portal with a 3-4 week onboarding.

Product overview

Home Builders Financial Partners (HBFP) is a service-based financial management company offering a unified suite of services for custom home builders. The core offering is Financial Management Services encompassing bookkeeping, accounting, accounts payable/receivable, cash flow management, and weekly reporting. This is complemented by CFO Services providing dedicated financial leadership, Consulting Services for on-site systems design, and proprietary HBFP Budgeting and Invoice Process Software enabling real-time job costing and mobile invoice approvals. The portfolio is construction-specific, designed to function as an outsourced CFO solution for custom home builders.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Management Services

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Buildertrend: Vertical SaaS for home builders covering project management, scheduling, customer selection, billing and CRM. Targets the same custom home builder customer as HBFP and could expand into financial back-office workflows, representing a strategic competitor to watch.
• Procore: Broad construction management platform covering project financials, accounting integrations, and back-office workflows across residential and commercial. A larger, well-capitalized incumbent that overlaps with HBFP's financial back-office value proposition in part.
• CoConstruct: Project management, estimating, and client communication software specifically for custom home builders and remodelers. Same end-customer as HBFP and a credible threat if it expands into integrated financial management.
• QuickBooks Live: Intuit's human-assisted bookkeeping service layered on top of QuickBooks, offering monthly bookkeeping with a dedicated bookkeeper. Generalist in scope but a viable alternative for builders who do not need construction-specific expertise.

Direct peers

• AccountingDepartment.com: Outsourced accounting department for small and mid-sized businesses including bookkeeping, controller and CFO services delivered remotely. Directly comparable service stack to HBFP but with broader industry positioning.
• Bench: SMB-focused outsourced bookkeeping with a software + human team hybrid (monthly subscriptions, dedicated bookkeepers, financial statements). Same service model and pricing motion as HBFP, but generalized across industries rather than verticalized.
• Finoptimal: Outsourced bookkeeping, accounting and CFO services for small businesses, including vertical-specific packages. Comparable recurring-fee, fractional-CFO model aimed at SMBs that lack in-house finance talent.
• 1-800Accountant: Virtual accounting, bookkeeping and tax services marketed to small businesses on subscription tiers. Comparable in delivery model (remote staff + CFO/back-office support) and customer size, although not construction-verticalized.
• BooksTime: Outsourced bookkeeping and accounting on monthly plans with a dedicated team, comparable recurring-fee service model for SMBs. Same outsourced-finance motion as HBFP without the construction specialization.
• Pilot: Outsourced bookkeeping and CFO-style services for SMBs delivered on a monthly subscription with dedicated account teams. Closest direct peer to HBFP's model: domain-specialized finance function provided as an ongoing service, though Pilot focuses on tech/SaaS rather than construction.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/homebuildersfinancial
• LinkedInlinkedin.com/company/home-builders-financial-partners
• Instagraminstagram.com/homebuildersfinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Home Builders Financial Partners