Fractional CFO for construction businesses

CFO/Controller Services

Hands-on financial leadership to improve job profitability, strengthen cash flow, and deliver clear monthly reporting—without the cost of a full-time hire.

Construction professionals reviewing project plans and financials in a meeting

What you receive

Controller-level execution with CFO-level insight—built specifically for builders, contractors, and construction company directors.

We oversee your monthly close, improve the quality of your numbers, and translate results into decisions you can act on. Expect disciplined processes, timely reporting, and practical guidance to protect margins across every job.

Request a Discovery Call

Core CFO/Controller deliverables

A consistent monthly rhythm, job-cost visibility, and decision support—so you can manage cash and protect profit as projects move.

Monthly close oversight

Close discipline, reconciliations review, and issue resolution so your reporting is reliable and on time.

Management reporting pack

Clear P&L, balance sheet, cash position, and KPI reporting tailored to construction operations.

Job margin analysis

WIP and job-cost reviews to identify margin leakage early and improve estimating and change-order discipline.

Cash flow control

Cash flow forecasting, working-capital planning, and actionable recommendations to reduce surprises.

Profitability & pricing insights

Project and customer profitability analysis to guide pricing, overhead recovery, and growth decisions.

Systems & process improvement

Xero and construction workflow improvements that reduce rework and strengthen financial controls.

How we work

A simple monthly process that keeps you in control

We establish a reporting cadence that fits your business, then deliver insights you can use in management meetings and on site.

1) Align on goals and reporting needs

Confirm job-cost structure, KPIs, reporting deadlines, and decision points (hiring, equipment, pricing, and growth).

2) Strengthen the close

Review reconciliations and coding, resolve anomalies, and ensure your month-end numbers are dependable.

3) Deliver management reporting

Provide a concise reporting pack with commentary on performance, cash, and job margins—focused on what changed and why.

4) Decision support and next actions

Translate results into actions: job margin recovery, cash planning, overhead control, and process improvements.

Results construction owners care about

Examples of outcomes we target through consistent reporting, job-cost discipline, and cash flow planning.

★★★★★

“We finally had month-end numbers we could trust—and job margins we could explain. The reporting cadence changed how we run projects.”

Construction professionals collaborating in a meeting room

Operations Director

Residential Builder

★★★★★

“Cash flow forecasting gave us confidence to hire and schedule work. No more surprises at payroll time.”

Two colleagues discussing a project in an office

Managing Director

Commercial Contractor

★★★★★

“Job-cost reviews highlighted where we were leaking margin. We tightened change-order processes and improved profitability.”

Consultants meeting in an office setting

Owner

Trade Services Company

Engagement options

Every construction business is different. These tiers indicate typical scopes; final pricing depends on job volume, systems, and reporting requirements.

From $1,500 / month

Controller Essentials

Monthly close oversight

Management reporting pack

KPI tracking and commentary

Email support

From $3,000 / month

Fractional CFO

Everything in Controller Essentials

Job margin and WIP reviews

Cash flow forecasting

Monthly review meeting

From $5,000 / month

CFO + Growth Support

Everything in Fractional CFO

Budgeting and rolling forecast

Pricing and profitability analysis

On-call decision support

FAQ

Common questions

If you are unsure whether CFO/Controller services are the right fit, these answers will help clarify scope and expectations.

Book a Call

Tell us about your projects, systems, and reporting needs. We will recommend a practical scope and next steps.

Contact Us

derek@trustclearpatchcpa.com

801-792-6820

Online service (Australia-wide)