What You're Really Paying For
If you run a $2M–$50M construction, trades, or manufacturing business, you're already paying for financial help. Here's what it usually buys you — and what it leaves on the table.
The usual upgrade is a fractional CFO — $4,000 to $20,000 a month, and most firms handle strategy only. Your bookkeeping and taxes stay with separate vendors, and you're still the one holding all three pieces together.
What Standing Still Actually Costs
Most owners don't lose money on one big mistake. They lose it in small leaks they can't see — a thin bid here, a cash surprise there, tax they never had to pay. Here's the trade you're really weighing.
- You find out a job lost money after it's finished — then bid the next one just as thin.
- Cash gets tight mid-project because no one is tracking your over- and under-billings.
- You overpay tax on decisions that were already locked in by the time your CPA sees them.
- You're the only one connecting the bookkeeper, the CPA, and the bank. That's your time, every week.
- The big calls — hiring, equipment, the next bond — get made on gut instead of numbers.
- You know which jobs make money before you sign the next contract.
- Cash is forecast weeks ahead — payroll and the next draw are never a surprise.
- Tax is planned across the whole year, not reconciled after it's too late to change anything.
- One team owns your books, your tax, and your strategy. You stop being the glue.
- Every major decision is backed by numbers you trust — and made faster.
The distance between these two columns is what you're already paying for — quietly, every month.
What you're really buying below is the thing every owner is after: the feeling of being in control of your own business. The packages below close the gap.
Find the Right Level of Support
Every engagement scales with your business — from clean, reliable books to full strategic CFO leadership.
Financial Foundation
- Accurate monthly financials, closed on time
- Categorization built for decisions, not just tax
- Job cost tracking by project
- Business tax return prep and filing
- Quarterly estimated tax calculations
- Annual tax advisory session before year-end
- Unlimited email support on tax questions
- Quarterly financial review meeting
Operating Clarity
- Everything in Financial Foundation
- Monthly financial review meeting
- Monthly WIP review – over/under-billings
- KPI dashboard on margin drivers
- Pricing and job-margin analysis
- Margin expansion planning
- Priority email support on tax advisory
- Real-time advisory calls: pricing, staffing, cash
Strategic Leadership
- Everything in Operating Clarity
- Biweekly advisory + quarterly strategy sessions
- Budgeting, forecasting, expansion planning
- 13-week rolling cash flow forecast
- Bonding & surety strategy
- Capital allocation decisions
- Bonus program design and implementation
- Direct tax advisor access – 24-hour response
Stand-Alone Services
Individual options, priced individually — mix and match as needed.
Prices are starting points. Final pricing depends on volume, complexity, and scope — we'll confirm on your discovery call.
Not Sure Which Fits? Let's Talk.
Whether you're a general contractor managing $10M in annual projects or a manufacturer looking to scale, we'll help you find the right level of support. Based in Raleigh, NC — serving clients nationwide.
Schedule Your Free Discovery Call