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You Don’t Have to Scale the Mountain Alone

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

Has your business crossed $5 million in sales?

You’ve got someone handling the books—but who’s helping you lead the business?  Think a full-time CFO is out of reach?

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

  You can get CFO Leadership—at a Fraction of the Cost.

Whether you’re looking for visibility into cash flow or a financial partner who helps lead every major decision, we’ll meet you where you are and build a plan that grows with your 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.

Whichever route you take, you’ll gain a CFO who knows your business—and helps guide it like it’s my own.

Cash Flow & Collaboration Start Here
CFO-Base
Explore the First Step →
  • Collaborative Strategy Session – A monthly conversation built around your numbers—so you’re never making key decisions alone
  • Predictive Cash Flow Forecasting – A forward-looking plan that shows when to conserve cash—and when to invest in growth
  • Urgent Decision Support – When the stakes are high, you won’t be making the call alone
  • Financial Target Setting – We’ll set clear, achievable financial goals, every 90-days, to guide your short-term strategy and keep your cash plan on track

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

Leadership & Accountability
CFO-Climb
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Everything in CFO-Base, PLUS:

  • Collaborative Strategy & Accountability Session – A monthly leadership conversation that sets your plan and ensures follow-through — keeping decisions aligned with goals and holding the business on track
  • Mid-Month Progress Session – Keeps decisions on track between monthly meetings, with deeper decision support & accountability
  • Living Roadmap Alignment – We connect financial decisions to what you want life to look like — so the business is building the future you actually want, not trapping you in the one you have
  • KPI Dashboard – Visibility into job margins, cash health, and more
  • Annual Budgeting – So you know exactly what you can afford, when, and why.  Includes burden rate modeling for full job costing to achieve margin goals
  • Financial Team Coordination – Work closely with your bookkeeping and accounting staff so the financial data they produce consistently supports strategic decisions, job profitability, and bonding requirements

Focus on results—not just reports. Partner with a CFO who understands your business, challenges your thinking, and helps you lead with clarity.

The Outsourced Financial Department
CFO-Peak
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Everything in CFO-Climb, PLUS:

  • Outsourced Financial Operations: We lead the month-end close process and guide your bookkeepers to deliver clean, timely reports aligned with strategy
  • Job Margin & Profitability Enhancement – Why wait for a job to close?  We install systems and lead conversations to proactively enhance job margins.  Profitability is a forward-looking strategy, not a backward-looking score
  • Advanced Business Intelligence – We build and maintain your advanced construction KPIs to guide strategic decisions and control
  • Bonding & Lender-Ready Financials – We professionally package your financials and WIP reports to speak the language of banks and sureties, ensuring you are always prepared to confidently pursue the next level of growth
  • Integrated Tax Strategy – We lead tax planning and coordinate with your CPA (or ours) to build a proactive strategy that protects your cash flow and maximizes long-term wealth

Want a comprehensive solution? CFO-Peak provides a single point of leadership for your entire financial function. We integrate our CFO strategy with the leadership of all controller-level functions, creating a solid, top-to-bottom financial partnership.

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.

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.  More questions? Contact us