KEY AREAS OF EXPERTISE
Every engagement is different, so our services are summarized here by practice area. For a detailed breakdown of each offering — including how we work and what to expect — see the "Services" page.
Fractional CFO & Interim Controller
Senior financial leadership on a deliverable basis for companies in the $5MM–$100MM range: a disciplined monthly close, a standing weekly call with ownership, and executive judgment on call in between — without a full-time salary on the books.
Construction Financial Management
Strategic charts of accounts, cost code systems, job costing, and monthly WIP reporting that reveal where every project truly stands — plus financial packages built the way lenders and sureties will underwrite them, and consolidated reporting across multiple entities.
People, Policies, & Culture
Employee handbooks, restrictive covenants, severance and employment agreements, and performance frameworks that protect the business — alongside workflow automation, documented procedures, and a defined Culture Code that keeps everyone rowing in the same direction.
Foundation Software Optimization & Rescue
Post-implementation rescue and optimization for contractors already on Foundation, configured by a principal who ran his own company on it: job costing, executive dashboards, accelerated AIA and T&M billing, construction payroll, and insurance premium tracking that can save thousands.
Risk Management & Insurance
Rapid subcontract reviews that flag dangerous boilerplate before you sign, insurance coverage and endorsement audits that close company-ending gaps, customized OSHA-ready health & safety manuals, and Captive program evaluation for contractors with strong loss histories.
Diversity, Growth, Exit, & Succession
Preparation for the moments that define enterprise value: positioning the company for sale years before the transaction, structuring succession and owner buy-outs that won't trip bank or surety covenants, and securing MBE, WBE, DBE, and SBE certifications that open set-aside markets.
Why choose us?
17+ Years of Experience
We've sat in your chair — not just advised it. In 2012, our founder launched an MBE/DBE/SBE-certified specialty commercial subcontractor in Chicago and grew it past $10MM in revenue by year four, navigating the same bonding limits, union reporting, and cash needs our clients face today. As a certified MBE/DBE/SBE, he partnered with large industry mentor companies who exceeded $200MM in annual revenues, adopting some of their business & financial practices and gaining insight into management of much larger organizations. More recently, he also served as CFO of a multi-entity commercial millwork subcontractor with roughly $50MM in annual revenue.
Data-Driven Analysis
We don't ask you to take our word for anything — we benchmark it. Using industry data, including CFMA's construction financial benchmarks, we show you precisely where you stand against companies your size and trade: margins, overhead, liquidity, productivity. Then we build the strategy to close the gaps and press the advantages. You'll know what "good" looks like in your industry, and exactly how to get there.
