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

  • Workflow design - in-house and outsourced (e.g. offshore)

  • Stay-on-track checklists and calendars

Education & Empowerment

  • Monthly business review w/ leadership team

  • Controller/Accounting Manager training

  • Project Manager job profit & cash flow support

  • Access to 100+ construction financial best practices

Financial Planning & Analysis (FP&A)

  • Key Performance Indicators (KPIs )

  • Job profit and cash flow

  • Annual budget

  • Benchmarking



  • Foundation, Vista, Sage 100

  • BuilderTrend / QuickBooks Online sync

  • QuickBooks Enterprise and Pro

  • T-Sheets and ExakTime

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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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