Know your numbers. Keep your profit. Build the company you set out to build.
Financial leadership and bookkeeping built for construction companies and trade contractors doing $1M+ a year. Whether your books need a rescue or your business needs a CFO, there’s a clear place to start.
Busy crews. Growing revenue. So why does cash still feel tight?
You didn’t build a $1M+ company by accident. But somewhere past the first million, gut feel stops working. Jobs that looked profitable come in under margin. Retainage and slow-paying GCs squeeze cash right when payroll hits. And your accountant only calls at tax time, when it’s too late to change anything.
My services fix that in the right order. First, we get your books clean and accurate. Then we use those numbers to make better decisions every single month, so you always know where you stand, where your cash is going, and what to do next.
90-Day Fractional CFO Intensive
Most popular starting point. A focused engagement to diagnose what’s really happening in your business and install the financial systems you’ll run on for years. Ideal if you’ve never had a CFO and want fast, lasting clarity.
1. Diagnose. A deep review of your financials, job profitability, cash cycle and pricing, so you see exactly where the money is going.
2. Build. A job costing structure, a 13-week cash flow forecast, and a KPI dashboard built around how your company actually works.
3. Install. Your budget, profit plan and tax strategy, plus training so you and your team know how to read and use the numbers.
Every business is different. Once initial data collection is complete, you’ll receive a detailed project plan tailored to the size and complexity of your company.
CFO Services
Strategy, forecasting and decision support for contractors who are ready to grow on purpose.
Monthly Fractional CFO Services
A seasoned CFO on your team every month, without the full-time salary. We meet regularly, review your numbers together, and plan your next move before it costs you.
Monthly financial review and CFO strategy meeting
Job profitability tracking while jobs are still running
Rolling 13-week cash flow forecast
Budgeting, KPIs and profit planning
Year-round tax planning with your CPA
Support on bids, financing, equipment and hiring decisions
Best for: contractors who have completed the Intensive, or who already have solid books and want ongoing strategic guidance.
Bookkeeping Services
Accurate, construction-ready books, so every decision starts with numbers you can trust.
Bookkeeping Cleanup
Behind on your books? Not sure the numbers are right? We’ll catch everything up and fix it, so you finally have financials you can trust and use.
Catch-up of past months or years of transactions
Bank, credit card and loan reconciliations
Chart of accounts set up for construction
Jobs, retainage and WIP organized correctly
Clean, tax-ready financial statements
Best for: contractors whose books are behind, messy, or haven’t been touched since tax season.
Ongoing Bookkeeping
Stay caught up for good. Your books are kept current every month by someone who understands how construction companies actually make and lose money.
Monthly transaction categorization and reconciliations
Job-level income and expense tracking
Monthly profit and loss, balance sheet and cash reports
Accounts receivable and retainage tracking
Year-end package ready for your CPA
Best for: contractors who want accurate monthly numbers without doing the books themselves.
Not sure where to start?
Find the situation that sounds most like you.
“My books are behind, or I don’t trust them.”
Start with Bookkeeping Cleanup. Good decisions need accurate numbers first.
“My books are fine. I just don’t have time to keep them up.”
Go with Ongoing Bookkeeping and get clean, reliable reports every month.
“I’m busy, but I’m not sure I’m actually making money.”
The 90-Day Fractional CFO Intensive finds the leaks and builds your plan.
“I want a financial partner as I grow.”
Monthly Fractional CFO Services keep strategy, cash and taxes on track all year.
Many clients combine services, like a cleanup followed by the Intensive, or ongoing bookkeeping alongside monthly CFO support. We’ll map out the right path together on your free call.
How it works
Getting started is simple, and the first step is free.
1. Book a free consultation
A no-cost, no-pressure call to talk through your business, your numbers and what’s keeping you up at night.
2. Get a clear recommendation
I’ll tell you honestly which service fits and what it includes. No pressure, no surprises.
3. Start making decisions with confidence
We get to work, and you get numbers you can trust, a plan you understand and someone in your corner.
Common questions
What is a fractional CFO?
A part-time, experienced CFO who gives you the same strategic guidance a full-time CFO would, at a fraction of the cost of hiring one.
Do you replace my CPA?
No. I work alongside your CPA. They handle tax filing; I make sure the numbers are right and the planning happens all year, not just at filing time.
Do my books need to be clean before CFO services?
They need to be accurate for the strategy to work. If they’re not there yet, we’ll start with a cleanup and move into CFO work from there.
Who do you work with?
Construction companies and trade contractors, including general contractors, HVAC, electrical, plumbing, roofing and more, generating $1M+ in annual revenue.
Ready to stop guessing and start profiting on every job?
Book your free, no-obligation consultation. You’ll leave knowing where you stand and what to do next.