For Fractional CFOs
You advise. We help run the financial function.
Build your work on a maintained accounting record. Agree on the bookkeeping, contract reporting and operational support the client needs underneath your advisory engagement.
Partner handoffA clear working relationship
- Reconciled books
- 01
- Contract reporting
- 02
- Agreed handoff
- 03
Illustrative structure. Your scope is agreed together.
The function
What we run
Accrual books maintained alongside cash for tax. Job costing that reconciles to the field, with receipts and time captured at source. Monthly WIP with over and under billings identified. Retainage aged by contract. AP with lien waiver control. Payroll coded to classification at the time entry level. Subcontractor compliance maintained continuously.
You get numbers you can work from on the agreed reporting schedule rather than reconstructing them yourself.
The awkward question
Where the line is, honestly
We do carry an advisory layer: rolling cash forecast against WIP and draw schedules, underbilled position tracked monthly, job fade flagged at 40 and 70 percent complete. It comes out of running the function, not out of a separate strategic engagement.
For a client who already has you, that's reporting, not competition. For a client who has neither, we'd be the only advisor in the room.
We'll tell you which situation we think we're in on the first call rather than three months in. If it's the second and you want the seat, take it. We'd rather run the function under an advisor who trusts us than win a strategy engagement and lose the referral source.
Where the line is
What we don't do
We don't pitch your service to your client. We report into you if that's how you want it structured, including having deliverables come to you rather than to the owner.
A clear working relationship
No fees either direction
We don't pay for referrals and we don't accept them. Our client rewards program is for contractors referring contractors and does not extend to professional partners.
Make the introduction
Tell us where
the client needs help.
An introduction starts a conversation. The free Financial Risk Assessment is required before either side commits, and the contractor keeps the findings and the plan.