Meet monthly.
Look at the numbers.
Good things happen.
Fractional CFO services for specialty-trade contractors.
Accurate, on-time numbers. Financial trends & insight. Controller mentorship. Systems, strategy & planning. Remote services available to construction contractors nationwide.
SERVICES
As a fractional CFO, we offer financial expertise to commercial and residential specialty trade subcontractors (electrical, plumbing, HVAC/mechanical, concrete masonry, landscaping, etc.), union and non-union, across the country.
Accounting Systems
Monthly close - quick, accurate, insightful
Software - select & optimize
Workflows - in-house & outsourced (e.g. offshore)
Stay-on-track checklists & calendars
Financial Planning & Analysis (FP&A)
Financial statement analysis
Key Performance Indicators (KPIs)
Job profit, cash flow & estimating
Annual budget
Financial Training & Education
Owners
Controllers / Accounting Managers
Project Managers
Estimators
Other
Bank & bonding liaison - lines of credit, term loans, surety
Tax - CPA liaison for better tax planning & return prep
Software - Foundation, Vista, Sage 100, QuickBooks & BuilderTrend
How do other contractors like working with David Stern CFO?
“Instead of breaking even or showing a small profit, we are now in a strong financial position. We plan on utilizing David’s skill set, extensive business knowledge, and acumen for years to come.”
Rex Daysh
President, California Retaining Walls Co, Specialty Contractor
“His coaching at some critical junctures of our business made all the difference for us. I recommend David without reservation! He is ethical, smart, savvy and funny too!”
Dan Cohen
President, Creative Spaces, Inc., General Contractor
“Where we only had hazy notions relative to direction and progress prior to working with David Stern CFO, we now have clarity and focus. We appreciate they have shown us how to use our P & L to our advantage.”
Business Manager
BH Drywall and Specialties, Inc., Denver, CO