Who We Are

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As a contractor, managing finances can be overwhelming, especially when you're focused on running projects and growing your business. That's where our Fractional CFO services come in – offering you expert financial guidance and support without the cost of a full-time hire.

We specialize in helping contractors streamline financial operations, improve cash flow, and make data-driven decisions that drive profitability. Our team of experienced CFOs will work alongside you to optimize budgeting, financial forecasting, tax strategies, and risk management – all tailored to the unique needs of your contracting business.

Whether you're a small contractor just starting out or an established business aiming for growth, our services are designed to fit seamlessly into your operations. With a Fractional CFO, you gain access to high-level financial expertise and strategic insights, while staying within your budget.

• Financial Strategy & Planning: Develop a clear financial roadmap for growth.
• Cash Flow Management: Keep your business running smoothly with accurate cash flow tracking and forecasting.
• Budgeting & Forecasting: Set realistic goals and track performance with expert budgeting services.
• Financial Reporting & Analysis: Receive actionable insights from clear, concise financial reports.
• Profitability & Cost Control: Identify areas for cost savings and maximize profit margins.

• Industry-Specific Expertise: We understand the unique financial challenges contractors face.
• Scalable Solutions: Get the level of support you need, whether it’s a few hours a week or ongoing guidance.
• Dedicated Support: Our team is committed to helping you achieve long-term financial success.

Focus on what you do best—running your business—while we take care of the numbers. Partner with us for services that bring clarity, efficiency, and financial growth.

Running a successful contracting business means more than just delivering quality work – it's about maximizing efficiency, reducing costs, and fine-tuning your operations to ensure long-term success. Our Operations Review services are designed to help contractors identify inefficiencies, streamline processes, and implement best practices to enhance productivity and profitability.

Whether you're managing a small team or a large operation, we offer an in-depth, hands-on review of your day-to-day operations, from project management and team workflows to supply chain logistics and subcontractor relationships. We provide actionable insights that can lead to improved resource allocation, better time management, and cost-effective solutions tailored to the specific needs of your contracting business.

• Process Optimization: Analyze workflows to uncover bottlenecks and inefficiencies.
• Project Management Evaluation: Review project timelines, budgets, and team performance to ensure optimal delivery.
• Resource Management: Assess how effectively your business uses labor, materials, and equipment, and identify opportunities for improvement.
• Subcontractor & Vendor Relations: Evaluate your subcontractor and supplier relationships for cost savings and quality improvements.
• Safety and Compliance: Ensure your operations adhere to safety standards and industry regulations.
• Financial Alignment: Check that operational costs are aligned with overall business financial goals to drive profitability.

• Tailored for Contractors: We specialize in the construction and contracting industries, bringing deep understanding of the unique challenges you face.
• Actionable Insights: Our reviews aren’t just about identifying problems; we provide practical, implementable solutions to improve your operations.
• Expert Guidance: With years of experience, we bring industry expertise and a fresh perspective to help optimize your operations.
• Continuous Improvement: We work with you to create sustainable improvements that grow with your business.

• Increased Efficiency: Streamline processes and reduce wasted time and resources.
• Cost Savings: Identify areas where you can cut costs without sacrificing quality.
• Stronger Team Performance: Improve coordination and communication across your team.
• Better Profit Margins: Maximize profitability by optimizing workflows and reducing overhead.

Transform your operations and set your contracting business up for sustained success with our comprehensive services. Let us help you create more efficient systems and processes that drive growth, profitability, and long-term success.

In today’s fast-paced construction industry, the right software can be a game-changer for your contracting business. Whether you're managing projects, handling finances, or tracking materials, the right tools can improve efficiency, reduce errors, and help you stay on top of every detail. Our Software Implementation Services are designed to help contractors seamlessly integrate and maximize the power of industry-leading software tailored to your business needs.

From selecting the right software solutions to full implementation, training, and ongoing support, we ensure your team is equipped to work smarter, not harder. We understand the challenges contractors face, and we specialize in delivering solutions that improve communication, streamline project management, and provide real-time insights into your business.

• Software Selection & Customization: Help you choose the right software tools (e.g., project management, accounting, CRM, etc.) that fit your business size, goals, and workflows.
• System Integration: Seamlessly integrate new software with your existing tools, ensuring smooth data transfer and process continuity.
• Implementation Planning & Execution: Develop a step-by-step plan to ensure a smooth, timely, and cost-effective implementation with minimal disruption to your operations.
• Data Migration: Safely transfer your existing data into the new system without loss or disruption, ensuring consistency and accuracy.
• User Training & Support: Provide hands-on training for your team to ensure everyone is comfortable and proficient with the new system, along with ongoing support to address any challenges.
• Process Optimization: Rework and optimize your internal processes to align with the capabilities of the new software for maximum efficiency.

• Industry Expertise: We specialize in serving contractors, so we understand the specific needs of your business and how technology can support your goals.
• End-to-End Service: From selection to training and support, we provide full-service software implementation, ensuring every phase is handled with care and expertise.
• Efficiency & Scalability: We set up systems that not only address your current needs but also grow with your business, providing long-term value and scalability.
• Proven Success: Our team has a track record of successful software implementations for contractors, improving everything from financial reporting to project delivery.

• Improved Efficiency: Automate time-consuming tasks, reduce human error, and streamline communication across your team.
• Better Project Management: Keep projects on track with real-time data, task management, and resource allocation.
• Financial Accuracy: Integrate accounting tools that simplify budgeting, invoicing, and reporting, improving cash flow and financial visibility.
• Data-Driven Insights: Leverage software analytics to gain actionable insights, making it easier to make informed decisions that boost profitability.

Transform your contracting business with cutting-edge software that empowers your team to deliver projects on time, within budget, and with greater efficiency. With our services, we ensure a seamless transition to new technology that works for you, not the other way around.