Build a Smarter Construction Business
With a Remote CFO on Your Team

Professional financial guidance exclusively tailored for construction companies

MSF

Master of Science-Finance

Builder

30+ years

DAHeadshotTight
(click for more info)

Business Coach

12 years

Remote CFO

8 years

MSF

Master of Science-Finance

Builder

30+ years

Business Coach

12 years

Remote CFO

8 years

Does my construction business need a Remote CFO?

Each of your advisors is a specialist for your construction business:

  • Your remote Attorney makes sure your contracts protect your business and your personal wealth, and represents your other legal interests;
  • Your remote CPA handles tax compliance and payroll tax filings;
  • Your remote CFO provides financial guidance for your business by
    • monitoring and clarifying your financial reports;
    • helping to make hiring or large expenditure decisions;
    • aligning financial decisions with your target growth and wealth-building goals.
  • What story do your financial reports tell stakeholders about your business?
  • Are you increasing your wealth or are you just re-cycling dollars?
  • Do you realize that you are making the decision to buy your company every morning?
  • Is your construction company a smart investment?
  • How do you know?
  • Clarity into job-level and company-level financials
  • Better cost control and budget discipline
  • Construction-specific financial reporting
  • Risk Management oversight that saves you money
  • Decision-ready reports that are reliable and actionable
  • You can’t afford a Chief Financial Officer
    • Salaries start in the $175,000 to $300,00 range;
    • Fully loaded employer costs can easily exceed $350,000.
  • But you absolutely need the functions of a CFO.
  • The Remote (or Fractional) CFO model allows you to purchase the time and resources of a knowledgeable CFO without adding that full-time cost to your monthly overhead.
  • Monthly analysis of, and commentary on, your financial reports
    • Is your business profitable and why or why not?
    • Is your investment in your business increasing your personal wealth?
    • A review of the financial health of your business.
  • Monthly and Year-To-Date costs for each project.
  • Strategic one-on-one financial review sessions.
  • On-demand availability for second-opinion pre-action decisions.

What does a Remote CFO do for my Construction Company?

  • Cost Code Analysis – real visibility into job profitability (example)
  • Profit & Loss Reports – interpreted and explained
  • Balance Sheet Reviews – identify strengths and risks
  • Cash Flow Forecasting – always know what’s ahead
  • Job Cost Variance Alerts – stop bleeding as soon as it starts
  • Monthly Performance Dashboards – construction-specific
  • Budget development
  • Financial forecasting
  • Break-even analysis for purchasing and hiring decisions
  • Growth scenario planning
  • Optimal project pricing and tracking
  • Loan/investor package preparation
  • General Liability
    • Delineate assumed vs. transferred liabilities
  • Worker’s Compensation
    • Premium and class code Reviews
    • Payroll allocation review
    • Audit prep and dispute support
    • Risk classification cleanup
  • Subcontractor Performance
    • Terms and Conditions
    • Scopes of Work
    • Pre-Start and Exit Inspections
  • Job costing structures that scale
  • Process development for purchase orders, billing, and payment
  • KPI (Key Performance Indicators) development and tracking
  • Subcontractor and vendor cost tracking
  • Trending Management Scorecard analysis

What do Remote CFO services cost?

$999/one-time

✔ Set Up Chart of Accounts

✔ Set Up Cost Codes

✔ Set Up Work In Progress (WIP)

✔ One hour of training 

$750-$1,500/per month

✔ KPI (Key Performance Indicator) Monitor

✔ Cost Code per project

✔ Financial Report Analysis

✔ Monthly Management Scorecard

✔ One hour financial review session per month

✔ One additional hour of on-demand coaching per month

$599/per year

✔ Pro Forma Budget

✔ Worker’s Comp Insurance review

✔ Business Plan Update

$ Varies

✔ On-Demand Coaching – $125/hour

✔ Project Cash Flow Requirement Pro-Forma – $149 

✔ Project Profitability Analysis – $129

✔ Business Plan Development – $799 

✔ Clean Up Previous Accounting Periods – $125/hour

✔ Business Loan/Line of Credit Application Package – $125/hour

✔ Worker’s Comp Insurance Audit Dispute – % of Reduction/Recovery

✔ Other Services per Request

Free Session

Is your construction business worth a free 30-minute meeting?
Let's take a look at your numbers, no strings attached.

I'll walk you through a basic financial snapshot, show you where the risk (and opportunity) is hiding, and outline a plan to move forward. No hard sell — just helpful insight.

Here’s the process for the no-charge look at your business finances:

  1. Complete the form below;
  2. I’ll contact you for a complementary short (5-minute) call;
  3. If we mutually agree to move forward with the free 30-minute meeting,
      • You will provide access to your accounting platform;
      • I will access the platform and review your company Balance Sheet and Profit & Loss statement;
      • We will set an appointment for a 30-minute Zoom meeting;
      • We will discuss your financial information;
      • You will decide if you would like to proceed with remote CFO services.

You control the decision.