David Stern CFO, Inc.

cfo services for building contractors

Meet monthly.              

Look at the numbers. 

Good things happen.

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More profit, stronger cash flow, less risk... contractors can often achieve these through a systematic approach to financial management, the cornerstone of our CFO services.




Accounting Systems

  • Monthly close - quick, accurate, insightful

  • Software - select and optimize

  • Workflows

  • Stay-on-track checklists and calendars

Education & Empowerment

  • Monthly business review w/ leadership team

  • Weekly accountability check-ins

  • Controller/Accounting Manager training

  • Open Book Management (OBM)

Results-based consulting

  • Profit

  • Cash flow

  • Exit strategy valuation

  • Less risk, less worry


Financial Planning & Analysis (FP&A)

  • Key Performance Indicators (KPIs )

  • Job profit and cash flow

  • Annual budget

  • Benchmarking

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Monthly “fractional” CFO plans for the agile contractor.

David Stern CFO, Inc.

2215 Fifth Street | Berkeley, CA 94710



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