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Our Construction Financial Services
Four integrated service areas — choose one or combine them for full financial leadership.
Project Profitability Reporting
Gain visibility into the financial performance of your projects and business operations through meaningful reporting and analysis.
Services include:
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Project revenue and profitability reporting
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Major direct cost analysis
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Gross profit estimates and margin tracking
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Cash flow and profitability reviews
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Payroll reporting and labor cost visibility
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1099 vendor tracking and year-end filing support
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Workers' compensation audit preparation support
Job Costing System Design & Implementation
Build the systems and processes needed to accurately track project performance and support informed decision-making.
Services include:
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QuickBooks Online Projects setup and optimization
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Job costing process development
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Labor tracking procedures
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Expense allocation workflows
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Construction software recommendations and implementation
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Vendor setup and 1099 compliance procedures
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W-9 collection and tracking systems
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Workers' compensation class code review
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Payroll and job-cost allocation setup
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Internal controls and documentation procedures
Construction CFO Advisory
Strategic financial leadership designed to help construction companies improve performance, manage growth, and increase profitability.
Services include:
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Profitability and margin analysis
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Cash flow forecasting and planning
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KPI dashboards and performance metrics
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Pricing and estimating reviews
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Tax planning and strategy
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Growth and expansion planning
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Contractor and subcontractor compliance oversight
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1099 compliance monitoring
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Workers' compensation audit coordination
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Bonding and lender reporting support
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Equipment purchase and financing analysis
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Entity structure and tax strategy reviews
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Succession and exit planning
Specialized Construction Consulting
Need help with a specific challenge? We also offer project-based consulting engagements, including:
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Workers' compensation audit support
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1099 compliance reviews
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W-9 collection programs
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Payroll compliance reviews
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Cash flow forecasting
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Equipment financing analysis
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Bonding and bank reporting packages
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Work-in-Progress (WIP) reporting
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Owner compensation planning
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Tax planning and advisory services
Ready to see the story behind your numbers?
Schedule a no-pressure consultation. We'll review where you are, where you want to go, and what financial decisions will get you there.
OUR SERVICES
Explore other services
Accurate monthly books, clean financial statements and a reliable close process — so you always know where your business stands.
Business Tax Planning & Preparation
Proactive tax strategy combined with accurate preparation for individuals and businesses across the United States.
Business Formation & Compliance
Entity setup, registrations and ongoing compliance, so your business is structured correctly from day one and stays in good standing year after year.