Our Services

Fractional CFO & Financial Strategy Services

FINANCIAL PLANNING & STRATEGY

Build a strong financial foundation for long-term success. We assess your business’s financial health, create customized growth strategies, and provide budgeting and forecasting tools to help you scale profitably.

Fractional CFO services tailored to construction and trades businesses
Business financial health assessments
Strategic financial planning for growth and expansion
Budgeting and forecasting to plan for long-term success

JOB COSTING & PROFITABILITY OPTIMIZATION

Ensure every project is profitable. We analyze your job costs, pricing, and overhead expenses to help you improve margins, eliminate financial leaks, and increase overall profitability.

Accurate job costing to ensure profitability
Pricing analysis to avoid undercharging and maximize margins
Overhead cost assessment to improve efficiency
Break-even analysis to determine sustainable pricing
Profit and loss optimization for steady growth

CASH FLOW MANAGEMENT & FINANCIAL ORGANIZATION

Take control of your cash flow and stay financially stable. We help you manage income and expenses, structure finances properly, and implement cash flow strategies to keep your business running smoothly—even during slow seasons.

Cash flow forecasting and stabilization strategies
Accounts payable and receivable management
Expense tracking and financial organization
Strategies to improve cash flow during slow seasons

FINANCIAL REPORTING & PERFORMANCE TRACKING

Make informed business decisions with clear financial insights. We provide custom reports and KPI tracking, helping you understand where your business stands and how to improve profitability.

Monthly financial reports and KPI tracking
Custom dashboards for real-time financial insights
Construction-specific financial reporting
Cost vs. revenue tracking for project-based businesses

COMPLIANCE & FINANCIAL ORGANIZATION

Keep your financial records clean, accurate, and organized. We ensure your bookkeeping is structured properly, accounts are reconciled, and financial systems are set up for efficiency, helping you stay compliant and in control of your business finances.

Bookkeeping setup and ongoing management
Account reconciliation to ensure financial accuracy
Financial organization and record-keeping best practices
Historical cleanup of financial records
Restructuring chart of accounts for better tracking and reporting
Implementing financial systems and software for efficiency

BUSINESS GROWTH & OPERATIONAL EFFICIENCY

Optimize your business for profitability and efficiency. We help you set clear financial goals, track performance, and streamline operations so your business can run smoothly and profitably. Whether it's improving margins, structuring your team, or creating accountability, we ensure you have the right financial and operational systems in place.

Budgeting for profitability and financial stability
Increasing gross and net profit through pricing and expense strategies
Setting financial goals and action plans to achieve them
KPI tracking and performance analysis to measure success
Operational setup and workflow optimization
Delegating tasks and structuring team responsibilities
Defining job roles and writing clear job descriptions

OUR SERVICES