SERVICES

Fractional CFO & COO Services for Contractors

Clear job numbers, steady cash and systems that connect the field to the office.

More Than a Bookkeeper. Less Than a Full-Time CFO.

Most contractors doing $500K–$20M have outgrown their bookkeeper but aren’t ready for a full-time CFO. I fill that gap, building the financial and operational back office you need to stop reacting and start leading.

Built for general contractors, HVAC, plumbing, electrical, excavation, concrete, roofing and more.

See who I help →

What I Do

Every engagement is built around what your business needs most. Here’s where I usually start.

Make Confident Decisions
Know your margin on every job and see cash problems weeks ahead.
EXAMPLES
- Job costing and profitability by job
- Cash flow forecasting and planning
- Budgets, pricing and financial reporting
- Dashboards for the numbers that matter
Scale Without Breaking
Fix where work breaks between the bid and the final invoice.
EXAMPLES
- Workflows from bid to final invoice
- Fixing bottlenecks, leaks and rework
- Crew, equipment and resource planning
- Procedures your team will follow
Trust Your Data
Make your software work as one system, not five.
EXAMPLES
- Software assessment and selection
- Setup and integration with your accounting
- Automating invoicing, approvals and reporting
- One flow of data from field to office

If it touches your numbers, your processes or your software, I can help.

From Chaos to Control: Your New Reality

Cash You Can Plan On

A look-ahead forecast, so payroll week is never a surprise.

Know Your Numbers

Margin on every job while the job is still running, not months later.

Bid With Confidence

Estimates built on real job cost data, not gut feel.

Get Off the Treadmill

Your team handles the routine, so your time goes to the decisions that matter.

Two Ways to Work Together

Every engagement starts with a free Clarity Call and a clear plan.

ONGOING