Accounting and fractional CFO services for construction & skilled trades

Know what every job made before you bid the next one.

What you're dealing with, and what changes

Contractors live and die by job margins, draws and timing. When the books don't show profit by job, bids are guesses and cash surprises are normal. We set up job costing and a cash forecast so you bid with confidence.

  1. What you're dealing with

    No reliable profit number for each job

    What changes with us

    Job costing and profit by job, every month

  2. What you're dealing with

    Draws, deposits and retainage making cash unpredictable

    What changes with us

    A 13-week cash forecast built around draws and payroll

  3. What you're dealing with

    Trucks and equipment bought without a tax plan

    What changes with us

    Equipment, vehicle and depreciation planning before you buy

  4. What you're dealing with

    Payroll, subcontractor and 1099 compliance piling up

    What changes with us

    Payroll, subcontractor and sales tax oversight

  5. What you're dealing with

    Statements that won't satisfy a bonding company or lender

    What changes with us

    Bonding- and lender-ready financial statements

Talk through your numbers

A free 30-minute call. You'll leave knowing what to do next, whether or not we work together.

Construction & skilled trades, including:

  • General and specialty contractors
  • Remodelers and custom builders
  • HVAC, plumbing and electrical companies
  • Landscaping and outdoor services
  • Cleaning, restoration and property services
  • Home service companies with crews and trucks

Straightforward, fixed pricing.

Essentials

$1,200/month

Up to $750k revenue. One entity, up to 3 bank and card accounts, up to 150 transactions a month, cash basis, simple payroll.

  • Every transaction categorized
  • Bank and credit card accounts reconciled monthly
  • Profit and loss and balance sheet by the 20th
  • Tax-ready books at year end
  • 1099s prepared and filed
  • Email support
Schedule a consultation
Most chosen

Controller

$3,000/month

$750k–$2.5M revenue. Up to 2 entities, up to 400 transactions a month, accrual basis, staff, contractors and sales tax.

  • Everything in Essentials
  • Books closed by the 10th on an accrual basis
  • Bills, invoices and collections managed
  • Payroll and sales tax reconciled
  • Monthly report against last month and budget, with a written note on what changed
  • Key numbers tracked: margin, cash runway and more
  • A 30-minute monthly call
Schedule a consultation

CFO Partner

$5,500/month

$2.5M–$5M revenue. Up to 3 entities, up to 800 transactions a month, lenders or investors, multiple revenue streams.

  • Everything in Controller
  • 13-week rolling cash forecast
  • Annual budget, updated each quarter
  • What-if models for hiring, pricing and financing
  • Reporting packages for lenders and investors
  • Quarterly strategy session
  • Work coordinated with your tax plan
Schedule a consultation
Full pricing

Start with a free 30-minute conversation.

Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.

Email
[email protected]
Phone
(347) 509-4952
First call
Free, 30 minutes
Clients
Across the United States, served virtually