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You don’t have to scale alone.

For contractors ready to climb, choose your path—from smart cash planning to CFO-level collaboration.

Has your business crossed $5 million in sales?

Do you need more financial guidance than your bookkeeper can provide—but not quite ready for a full-time CFO?

Good news: you don’t need to scale a mountain alone.

Whether you’re starting with clean books or seeking full financial leadership, we meet you where you are—and work together to build a plan that grows with your business and goals.

We offer three levels of support to help you plan your next stage of growth:

  • Start with CFO-Base to build the financial foundation every contractor needs—anchored by reliable cash flow.
  • Step up to our most popular CFO-Climb for profit leadership and strategic financial guidance—without paying for a full-time CFO.
  • Advance to CFO-Peak for comprehensive financial leadership and hands-on business strategy.

Whatever your stage or vision, you can choose the path that fits your climb.

CFO-Base

Cash Foundations

Starting at $2,500/mo
Explore the First Step →
  • Cash Flow Forecasting – Plan for upcoming swings in cash—know “when” to conserve, “when” to invest
  • Monthly Financial Strategy Session – Discuss job margins and financial trends, and collaborate on key decisions ahead
  • Set short-term cash targets and financial priorities

Build a reliable financial foundation—so you can make confident decisions and plan your cash with clarity. 

CFO-Climb

Profit Leadership & Guidance

Starting at $4,000/mo
Explore the First Step →

Everything in CFO-Base, PLUS:

  • Monthly Financial Strategy Session – Financial analysis & focused collaboration drives decisions and refines direction
  • Mid-Month Progress Session
  • Estimate vs. Actual Alerts – Gross profit is affected by your performance.  Spot job profit trends in active or completed jobs
  • KPI Dashboard – Visibility into job margins, cash health, and more
  • Annual Goal Setting + Accountability – Define financial targets and operational priorities in harmony with your life goals—and track progress throughout the year
  • Annual Budgeting – Get a visual roadmap of your business goals.  Includes burden rate modeling for full job costing to achieve margin goals
  • Bookkeeping Team Collaboration – Keep reporting aligned with strategy. Includes WIP adjustments and Percentage of Completion methods—so revenue recognition stays aligned with job progress and bonding expectations

Focus on results—not just reports. Work with a partner who learns your business, collaborates strategically, and helps guide your next moves.

CFO-Peak

Full-scale Leadership

Starting at $6,500/mo
Explore the First Step →

Everything in CFO-Climb, PLUS:

  • Month-end Close Leadership – We guide the accuracy and structure of your monthly close—ensuring your bookkeepers deliver clean, timely reporting aligned with strategy
  • Profit Fade & Cost-to-Complete Analysis – Identify where profit margins are shrinking during a project and course correct
  • Advanced Construction KPIs
  • Bonding & Lender-Ready Financials – Internal statements and WIP reports structured for third-party use—coordinated with your CPA when formal reporting is required
  • Integrated Tax Strategy – We guide tax planning and coordinate with your CPA (or ours) to align with business operations and cash flow timing

Lead with confidence at every level—through collaboration on jobs, teams, and financial strategy.

Step 1: Uncover the Roadblocks to Your Growth

We start with a deep dive to see what’s working, what’s not, and where profits may be slipping through the cracks, starting with a trial if you prefer.

♦ Financial Deep Dive (Trial) – $500

A focused, low-commitment analysis of your financial setup to uncover early wins and preview our strategic process.  Ideal for contractors who want to sample our services and get immediate insights—before committing to a full engagement

→ Apply $200 toward a Full Financial Deep Dive if purchased within 30 days.

✔ Analysis of accounting software setup and chart of accounts
✔ Basic evaluation of job costing and financial reporting structure
✔ 30-minute follow-up call to discuss findings
✔ One-page summary of observations and recommendations

♦ Financial Deep Dive – $2,000 to $7,500

You can choose our Deep Dive as a powerful one-off engagement —
but it’s also the required starting point for all ongoing CFO services.

Get clarity on your accounting systems, job reporting, and cash flow—plus strategic advice to move forward with confidence.

✔ In-depth analysis of QuickBooks or financial system setup
✔ Assessment of job costing, inventory, AP/AR, and payroll processes
✔ Cash flow analysis and risk areas identified
✔ Survey of 3rd party reports (e.g., Buildertrend, Procore, Knowify, etc.. )
✔ Written report with findings + a virtual consulting session
✔ Quote for ongoing services and any required backwork (e.g., system adjustments, data cleanup, or new software setup)

Not Sure Where to Start?

Let’s talk—free of charge—about your goals, your challenges, and how we can build the right plan together.

Schedule a call

Final Note: Every contractor runs differently. While our service tiers are structured, we tailor them to you—just like our advice. During discovery, we’ll talk through your team, tools, and timeline, then shape the right service tier to meet your needs.