Our Services
We provide the financial leadership growing businesses need — without the full-time CFO salary.
-
Fractional CFO Services → Strategic leadership, forecasts, financial modeling
-
Managerial Accounting → Job costing, dashboards, and clean monthly closes
-
Tax & Compliance Support → Business returns, PTE taxes, S-corp elections
-
Advisory & Training → Build and train your in-house finance team for long-term success
Industries We Serve
We understand your business because we’ve been in your world:
-
Construction & Trades — Job costing, project cash flow, and bonding-ready reporting
-
Auto & Truck Repair — Shop efficiency, technician pay plans, and multi-location growth
-
Hospitality & Restaurants — Menu costing, labor control, and franchise-ready systems
Proven Results
We don’t just report numbers — we deliver outcomes.
-
Construction: We help contractors by installing scalable systems. We streamline large weekly spend without cutting margins.
-
Auto Repair: We build labor efficiency and pay models that boost technician productivity and shop profitability.
-
Hospitality: We structure multi-entity financials that make restaurant groups bank- and investor-ready for expansion.
CPA vs. Managerial Accounting:
A Side-by-Side Comparison of Expertise and Focus
Managerial Accounting Firm:
-
Focuses on strategic financial planning and decision support.
-
Provides tailored insights into budgeting, forecasting, and cost management.
-
Helps optimize internal processes and operational efficiency.
-
Works closely with management to drive business growth.
-
Primarily serves internal stakeholders, including business leaders and management teams.
-
Delivers customized financial reports that support long-term business objectives.
CPA Firm:
-
Focuses on tax compliance and financial reporting.
-
Ensures adherence to regulatory requirements.
-
Prepares and files tax returns.
-
Conducts audits and verifies the accuracy of financial statements.
-
Primarily serves external stakeholders such as investors and regulatory bodies.
-
Provides financial statements for public records and investor relations.
Client Story:
Real Challenges, Real Solutions
Organizing chaos. Building clarity. Driving growth.
The Challenge
Every contractor has a story. Some are fighting rising insurance premiums. Others are struggling to unify multiple entities under one system. Many feel overwhelmed trying to manage cash flow, job costing, payroll, and compliance all at once.
At The CFO Contractor, we step into those situations not with quick fixes, but with structured solutions that transform financial chaos into clarity. These stories highlight real-world challenges our clients have faced and the strategies we used to help them:
-
Small contractors frustrated with skyrocketing insurance costs.
-
Mid-size firms unsure if they should stay fully insured or take on more risk.
-
Large multi-entity contractors battling disorganized systems that made consolidated reporting nearly impossible.
In every case, the hurdles were significant—but the results were worth it—lower costs. Clearer financials. Stronger teams. And most importantly, leaders who could finally focus on growing their business instead of wrestling with their back office.
A Note of Caution
While these client stories are actual examples of the impact financial restructuring can bring, it’s essential to recognize that:
-
Past successes do not guarantee future outcomes.
-
Every contractor’s situation is unique—what worked for one business may not work for another.
-
Success requires dedication, discipline, and buy-in from leadership and staff. Without commitment, even the best financial systems will fall short.
Our role is to provide the roadmap, tools, and expertise. However, the transformation occurs only when business owners and their teams are committed to implementing and sustaining the changes.
Why We Share These Stories
We share these client stories not to boast, but to show what’s possible when the right strategy, systems, and mindset come together. If you see your own struggles reflected in these stories, know that you’re not alone—and that with the proper guidance, there’s a proven path forward.
👉 Continue reading to explore the stories of contractors who turned financial hurdles into growth opportunities with The CFO Contractor.
Choose One of Our Services
We help businesses drive growth, optimize operations, and achieve lasting success through tailored insights and data-driven decision support.
Fractional CFO Services
Strategic financial leadership tailored to your business stage.
-
Multi-year forecasting and budgeting
-
Cash flow modeling and capital planning
-
Support with banks, investors, and bonding companies
👉 We help you see the road ahead and scale with confidence.
Managerial Accounting
Tax & Compliance Support
Accurate reporting showing more than just the bottom line.
-
Job costing systems that reveal project-level profitability
-
Monthly dashboards with actionable insights
-
Clean, reliable closes that keep leadership informed
👉 We give you clarity so you can make smarter decisions every day.
More than tax prep — we align compliance with growth.
-
Corporate and partnership returns (1120-S, 1065, etc.)
-
Pass-through entity (PTE) and S-corp election guidance
-
Integration of tax strategy with day-to-day financials
👉 We make sure compliance supports — not slows down — your business.
Advisory & Training
Building stronger financial teams from the inside out.
-
Train AR/AP staff and controllers for accuracy and efficiency
-
Design workflows that reduce errors and improve reporting speed
-
Ongoing coaching for CEOs and owners on financial literacy
👉 We leave your team stronger, not more dependent on outside help.
Your CFO Advantage
Every growing business needs clarity, not just numbers. A fractional CFO helps you turn data into
direction — giving you control, confidence, and measurable results.
Running a business today means balancing growth, cash flow, and constant change. The numbers tell a story — but only if you know how to read them. That’s where I come in. As a fractional CFO, I bring clarity to your financial picture so you can understand where your business stands, what’s limiting growth, and how to move forward with confidence.
How I Help You Move Forward
Step 1: Assess the Landscape
We begin with a clear, honest look at your finances — where money flows in, where it gets stuck, and what opportunities are hidden in plain sight. This gives us a true picture of how your business performs day to day.
Step 2: Identify the Gaps
Next, we uncover weak spots — cash-flow slowdowns, pricing issues, or processes that don’t fully support your goals. Here’s where we pinpoint your biggest opportunities for improvement.
Step 3: Build the Plan
Once the landscape is clear, I develop a focused plan to strengthen cash flow, bring order to your numbers, and align your systems for smarter decisions and growth.
Step
4: Drive Consistent Results
Together, we put the plan into action — tracking progress, refining the process, and building a stronger financial foundation that supports lasting success.
The Technology Edge
Today’s edge comes from accessible analytics and cloud-based platforms once reserved for large corporations. The real power lies in interpreting that data and turning it into action. I help you connect these tools to your daily operations so insights become smarter decisions and measurable results.
Beyond the Numbers
My work goes beyond accounting. It’s about turning information into strategy — helping you lead with clarity, make confident decisions, and create lasting value.
If you’re ready to move beyond bookkeeping and gain true financial leadership, let’s build the future of your business — together.