SERVICES & PRICING
The strategy seat your business needs, without the full-time hire.
Forecasting, cash flow, and a plan you can steer by, delivered by someone who did it at the corporate level first. For construction, trades, and manufacturing businesses across Michiana.
WHAT YOU GET
✔ Books coded to jobs and cost codes, closed by the 15th
✔ Profit by job, so you know what actually makes money
✔ WIP, change orders, and retainage tracked every month
✔ Cash-flow forecasting, so you always know your runway
✔ A CFO on call when the big decisions come up
SOUND FAMILIAR?
You’re working harder than ever but the bank account never seems to show it. You’re not failing. You’re flying blind.
Most owners never got a clear view of their numbers — which jobs actually made money, what's sitting in WIP, which change orders never got billed. So they run on instinct and hope the cash holds. That works until it doesn't. A fractional CFO turns that guesswork into a plan you can actually steer by.
WHAT TO EXPECT
A clear path from “Where’s my money?” to a plan.
Book a free consultation.
We talk through what your business does, who you serve, and where it hurts. No pressure, no obligation.
01
The Diagnostic · STARTING AT $2,000
I dig into your numbers and hand you a clear read: a 13-week cash-flow outlook, a full P&L breakdown, and prioritized recommendations. Continue into ongoing work within 30 days and this fee is credited toward your monthly fees.
02
Implement & Optimize
We put the plan to work: pricing, capacity, and overhead, so the business runs leaner and pays you back.
03
Cash & Runway
We tighten cash flow and build the runway that lets you weather any market.
04
Finetune, Ongoing
KPIs, forecasting, and tax planning through the year — so nothing about April is a surprise.
05
CHOOSE YOUR TIER
One partner, four levels of depth.
Every tier includes everything below it. Start where you are, grow as you go.
Foundation
Starting at $1,000/mo
THE BOOKS, DONE RIGHT FOR CONSTRUCTION.
✓ Monthly bookkeeping and reconciliation, closed by the 15th
✓ A chart of accounts built for job costing — not the QuickBooks default
✓ Every transaction coded to the job and cost code it belongs to
✓ Labor burden calculated and allocated, not guessed at
Clarity
Starting at $2,000/mo
EVERYTHING IN FOUNDATION, PLUS THE REPORTING THAT SHOWS WHICH WORK MAKES MONEY.
✓ Job-level profitability — by job, by crew, by type of work
✓ A WIP schedule with over/under billing analysis
✓ Change order and retainage tracking, current every month
✓ A monthly review call and a quarterly margin review
Strategy
Starting at $3,500/mo
EVERYTHING IN CLARITY, PLUS THE FORWARD LOOK.
✓ A 13-week rolling cash-flow forecast, updated monthly
✓ Annual budget, rolling forecast, and scenario modeling
✓ Bid margin analysis on the work you're quoting
✓ A bank and bonding reporting package, kept current year-round
Partnership
Starting at $6,000/mo
EVERYTHING IN STRATEGY, PLUS A FINANCE LEADER IN THE BUSINESS.
✓ Decision modeling — buy or lease, hire or sub, bid big or small
✓ Pricing strategy, live bid support, and capital planning
✓ Business and personal tax returns prepared and planned for
✓ Monthly leadership meeting and direct access between them
BEHIND? START HERE.
Two years behind is a normal place to start.
Books that stopped getting done. Returns that didn't get filed. It builds up quietly, and then it's too big to face on a Sunday — so it waits, and waiting makes it worse. It's fixable, it's finite, and it's not the first time I've seen it.
Catch-up is quoted as a flat fee after I've looked at your file — never hourly, never open-ended. You'll have the number in writing before you commit to anything.
Also available: business and personal tax returns · 1099 filing · QuickBooks setup and migration · payroll