For referral partners
You know the contractor. You know what their reporting needs to do. We help put the books and financial operations behind it.
Commercial specialty subcontractors.
Houston based. Working with partners nationwide.
You bring the context. We define the work together.
Before the introduction
Agree the relationship, the reporting and the responsibilities before the work begins.
Attest work stays with the CPA firm. Insurance and surety placement stay with the broker. Legal advice stays with counsel. If you hold the strategic seat, we run the agreed operations underneath it.
Reporting arrangements are agreed with the client. For a GC referring a sub, our reporting runs to the sub and only to the sub. The introduction gives the GC no access to their numbers.
Read the GC relationship policyNo revenue share or finder’s arrangements. The existing-client referral rewards program does not extend to professional partners.
Find your role
Explore the work behind each relationship, then see the details for your profession.
For surety agents and bonding brokers
When a bond conversation stalls on the financials, we help the contractor build the records behind the submission.
Services are selected to fit the contractor’s work.
You own the surety relationship and placement. We produce the scoped financial schedules.
Explore support for surety agentsFor general contractors
A subcontractor keeps coming back with an incomplete prequal packet or a pay application that does not tie. Give them a path to getting the paperwork in order.
Services are selected to fit the contractor’s work.
We work for the subcontractor. An introduction gives you no access to their financials, margins, job costs or bid detail.
Explore support for general contractorsFor fractional CFOs and advisory firms
Your analysis depends on books someone still has to close. We run the agreed financial operations underneath your advisory engagement.
Services are selected to fit the contractor’s work.
You keep the strategic seat. We agree the reporting and communication structure with you and the client.
Explore support for fractional cfosFor CPA firms with construction clients
Give construction clients a home for the monthly books and supporting schedules your engagement relies on.
Services are selected to fit the contractor’s work.
Your firm retains the attest engagement. Today CFO does not perform audits, reviews or compilations.
Explore support for cpa firmsFor insurance brokers
Help a contractor get payroll and subcontractor documentation in order before the premium audit becomes a scramble.
Services are selected to fit the contractor’s work.
Coverage, carrier selection and program structure stay with you. Our role is maintaining the financial records.
Explore support for insurance brokersFor construction attorneys and industry associations
Connect contractors with help keeping their contract and financial records current, so the documents exist when a question arises.
Services are selected to fit the contractor’s work.
Legal advice stays with counsel. We maintain the agreed records and reporting for the contractor.
Explore support for attorneys and associationsA straightforward introduction
You can talk with us first. A referral starts a conversation; the contractor decides whether to take the next step.
Tell us what is missing from the reporting. An introduction by email is enough; you do not need to diagnose the books.
An initial conversation comes first, followed by the free Financial Risk Assessment when there is a fit. It is required before either side commits.
The contractor receives the findings and plan whether or not they continue. Ongoing work starts with an agreed scope and clear responsibilities.
Useful before you refer
Give a contractor a clearer picture of the records they need. Both documents are free to download, with no form to fill out.
