You're One Step Away From Financial Clarity

You're about to gain a trusted financial partner who understands construction—and is committed to helping you save more, stress less, and grow profitably.

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What Happens Next

Next steps after checkout.

  • Your Welcome Package + Onboarding Form

  • Access to your Client Portal

  • Instructions to schedule your Kickoff Strategy Call

We’ll handle the paperwork—so you can focus on building your business.

STILL NOT SURE?

Frequently Asked

Questions

Get the clarity you need before enrolling in the program.

What if I have a bookkeeper already?

No problem. We work alongside your team or can fully replace your current setup if needed.

Do I have to pay annually?

Yes, the CFO Concierge is billed yearly. However, custom payment plans are available—just reach out before checkout.

What if I need to cancel?

You’re not locked in. We offer a 30-day satisfaction guarantee and prorated refunds if requested within the first month.

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