Our Services

From bookkeeping to fractional CFO — we meet you where you are.
Some clients need clean books and job costing. Others need Controller-level oversight as they scale. Some need a financial thinking partner for the bigger decisions. We offer all three.

Foundation

Bookkeeping & Job Costing

Most construction companies know their bank balance but not their job margin. This tier fixes that.

  • Monthly bookkeeping, categorized for construction

  • Chart of accounts built for contractors

  • Job costing setup and tracking by project or cost code

  • Monthly P&L, balance sheet, and job summary reports

  • Work-in-progress (WIP) schedule

  • Accounts payable and subcontractor tracking

Right for you if you're running jobs and need your numbers cleaned up and working — not just filed.

Growth

Controller Services

If you have someone handling the day-to-day but no one reviewing it, this is where we add the layer that keeps things honest.

  • Month-end close review and oversight

  • Cash flow forecasting (13-week rolling)

  • Budget vs. actual by job and company-wide

  • Works alongside your existing bookkeeper or office manager

  • Banking, bonding, and lender reporting support

  • Monthly financial review call

Right for you if you're scaling, have existing accounting staff, or need better reporting for a lender or bonding agent.

Strategic

Fractional CFO

Most construction companies know their bank balance but not their job margin. This tier fixes that.

  • Everything in Controller Services

  • Strategic financial planning and scenario modeling

  • Growth and capacity planning

  • Banking relationship and credit line support

  • Bonding capacity analysis

  • Key hire and overhead cost decisions

  • Monthly strategy session with ownership

Right for you if you're making decisions that will define the next two to five years of the business.