Construction CFO Concierge

Your Business Deserves Better Finances

You’re losing money and may not even know it. The Construction CFO Concierge program helps you uncover hidden financial leaks, reduce taxes, and boost profitability—without the stress.

What You'll Get

Cash Flow Mastery

Custom financial strategies tailored to your construction business to ensure maximum profitability

Tax Optimization

Leverage industry-specific tax strategies to save thousands annually and keep more of your hard-earned revenue.

Cash Flow Mastery

Never worry about cash flow again with proven methods to ensure consistent, predictable cash management.

Job Costing & Profitability Tracking

Gain insights into project-level profitability and learn how to adjust pricing for maximum results.

Tired of Guessing Where Your Money’s Going?

If you're managing crews, bidding jobs, and dealing with project delays—you don’t have time to dig into spreadsheets. But poor financial oversight doesn’t just cost time...

Missed Tax Savings

Most contractors overpay in taxes every year due to poor planning and generic accounting. Without proactive strategies like Section 179 or R&D credits, you leave thousands on the table. Our program ensures you maximize legal deductions year-round—not just at tax time.

Cash Flow Surprises

Late payments and early expenses lead to cash flow chaos. Without proper planning, even profitable businesses run into financial stress. We create cash flow systems that forecast income, control expenses, and keep your operations running smoothly—so you’re never caught off guard.

Unprofitable Bids

Bidding without accurate job costing can destroy profit margins. Many contractors undercharge by forgetting key expenses like permits or equipment. We help you price every job with precision so you know your numbers and never lose money on a project again.

The worst part? You often don’t realize it until it’s too late.

It doesn’t have to be this way.

A CFO-Level Partner—Without the

Full-Time Cost

Construction CFO Concierge is a 12-month program designed to give you full financial clarity—without hiring a full-time CFO.

Bookkeeping & Payroll

– Always accurate, always

on time

Tax Planning & Filing

– Proactive strategies, zero

surprises

Cash Flow Strategy

– Stay liquid and never

panic again

Job Costing

– Know if a job will be profitable before

you start

1:1 Strategy Sessions

– Monthly expert guidance focused

on your goals

Tools & Templates

– Custom-built for construction

owners like you

" This isn’t accounting. This is financial strategy built for builders."

From Chaos to Clarity in 3 Steps

Apply for Your Free Audit
We’ll review your current setup and spot leaks, risks, and savings.

Build Your CFO System
We onboard your books, taxes, and reports into a smooth system built for your business.

Grow With Confidence
With monthly reviews and strategy calls, you’ll always know your numbers—and how to use them to scale.

Testimonial

“The Construction CFO Concierge completely transformed how I run my business. Within 3 months, we had tighter margins, better bids, and peace of mind. No more guessing. No more scrambling.”

— John D., Owner at JD Build Co.

Ready to Take Control of Your Finances?

You don’t have to waste another year guessing.
Let’s help you get the financial clarity you deserve—so you can focus on growing your business.

No pressure. No commitment. Just expert insight.