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
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 $160,000 to $200,00 range;
- Fully loaded employer costs can easily exceed $200,000.
- 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 before 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
What do Remote CFO services cost?
$799/one-time
✔ Set Up Chart of Accounts
✔ Set Up Cost Codes
✔ Set Up Work In Progress (WIP)
✔ One hour of training
$599/per month
✔ KPI (Key Performance Indicator) Monitor
✔ Cost Code per project
✔ Financial Report Analysis
✔ One hour coaching session per month
✔ Up to one additional hour of on-demand coaching per month
$399/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 – $79
✔ 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
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:
- Complete the form below;
- I’ll contact you for a short (5-minute) call;
- If we mutually agree to move forward,
- 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.