Construction CFO Lite for Small Contractors

For contractors that need more than bookkeeping but are not ready for a full-time controller or CFO.

Schedule a Discovery Call Bookkeeping Services

Weekly Cash Visibility

  • 13-week cash flow forecast
  • AR and AP review
  • Payroll and upcoming obligations
  • Expected draws and customer payments
  • Cash pressure warnings before they become emergencies

Monthly Owner Review

  • Monthly financial statements
  • Owner dashboard
  • Job profitability review
  • Overhead and margin discussion
  • Action items for the next month

Best Fit

CFO Lite is built for contractors around $750k to $5MM in annual revenue who need better financial visibility but do not need a full-time controller.

  • Small GCs with multiple active projects
  • Specialty contractors managing payroll, subs, and materials
  • Owners who are profitable on paper but tight on cash
  • Contractors who need job costing and cash flow reviewed regularly