David Stern CFO, Inc.
 

cfo services for building contractors

Meet monthly.              

Look at the numbers. 

Good things happen.

 
 
dreamstime_xxl_25005432 retouch.jpg
 
Financial Tracking.jpg

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.

 

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

modern-architecture-roof-structure-business-steel-glass-60156745 with color overlay.jpg
 

TESTIMONIALS

 
 

CONTACT US

Monthly “fractional” CFO plans for the agile contractor.

David Stern CFO, Inc.

2215 Fifth Street | Berkeley, CA 94710

510.910.1637

 

 
 
Name *
Name