Construction only
Every forecast and recommendation accounts for POC accounting, WIP schedules, retainage, job costing, and surety expectations.
Construction-specialty CFO agency
Financial command for serious construction companies.
Fractional CFO leadership for contractors, subcontractors, and heavy civil firms navigating WIP, job costing, cash flow, and bonding—without the cost of a full-time executive.
Built for established construction businesses in the $10M–$70M revenue range.
The difference
Construction finance expertise from the first meeting—not after a year of learning on your dime.
What to expect
Advice grounded in how contractors actually operate.
Direct senior involvement
The lead CFO remains visible throughout the relationship, with quarterly involvement at minimum—no partner handoff after the sale.
Retainers, not a running meter
Scheduled leadership plus access between touchpoints means your team can ask the question when it matters, without watching an hourly clock.
Services
Better financial visibility, from backlog to bank.
A focused operating system for owners who need reliable numbers, forward-looking decisions, and finance leadership their lenders and sureties can trust.
01 / Financial control
Know where every job stands before it changes the year.
We turn WIP schedules, cost-to-complete estimates, backlog, margin fade, and cash requirements into a recurring management rhythm—not a month-end archaeology project.
Percentage-of-completion review
Job-cost and margin diagnostics
13-week cash-flow forecasting
Owner and board reporting
Stronger conversations with banks and sureties.
Clear reporting packages, covenant visibility, and proactive relationship management help decision-makers understand the business behind the statements.
Install the function, then step back.
We can build the reporting cadence, improve systems, and help hire and train an internal controller—then transition to a lighter advisory role.
Engagement paths
The right depth of leadership for this stage.
Transparent monthly retainers preserve access and align the relationship around decisions, not billable increments.
Advisory · 2–3 days/month
WIP, cash flow, bank and bonding reporting
$4K–$6K/mo
Embedded CFO · 5–8 days/month
Full finance leadership and stakeholder management
For owners who need a finance executive in the room, without making a full-time hire.
$8K–$14K/mo
Transition / Build
Systems, controller hire, training, and handoff
$15K–$40K
A practical first step
Put your WIP and cash picture on the table.
Start with a focused conversation about reporting gaps, upcoming work, and lender or bonding pressure. If there is a fit, we will recommend the lightest engagement that solves it.