Construction CFO and Controller Services

Part-time CFO and controller support for New Jersey and New York contractors, led by a CPA who oversaw the financial performance of projects like the Yankee Stadium.

CPA-led · 50+ years of combined CFO experience · Remote and on-site support

Who We Work With

Construction

General contractors, subcontractors, builders and remodelers. We keep your WIP schedule, job costs and cash forecast current, so you know which jobs make money while there’s still time to act.

Architecture and Engineering

Project-based firms that need clear profitability and cash planning.

Other Industries

We also work with law firms, non-profits and education, country clubs, financial advisory, and transportation and logistics companies.

Sound Familiar?

If two or more of these sound familiar, let’s talk.

What We Do

Construction CFO Services Without a Full-Time Hire

Most contractors don’t need a full-time CFO. They need someone who knows construction accounting to run the numbers every month and be ready when the bank or surety calls.

Fractional CFO

Cash flow forecasting, budgets, bank and surety relationships, and a monthly look at where the business is heading.

Outsourced Controller

Monthly close, WIP schedule, job cost reports and internal controls, done on time every month.

Bookkeeping

Books kept current with job costing set up right, so every report is built on numbers you can trust.

Banking Relationships

The financial statements and reports your lender expects, and support when you need more credit.

We work in your software: QuickBooks Online, QuickBooks Desktop, Sage 100 Contractor, Sage 300 CRE, Foundation, Sage Intacct, Viewpoint Vista and Plexxis.

Meet Alan

Led by a Former Construction CFO

Alan G. Lefkowitz, CPA, has more than 30 years of financial leadership experience. For over 10 years he was CFO of mid-sized construction and real estate companies, overseeing the financial performance of major New York projects, including the Yankee Stadium and the Goldman Sachs office tower. Today he and his team bring that experience to contractors who need CFO-level help without a full-time hire.

Supporting Client Portfolios

$ 500 M+

Combined Years of Executive Financial Leadership

50 +

Lines of Credit &
Loans Secured

$ 50 M+

By the Numbers

Why Contractors Trust Us With Their Numbers

Our team has supported more than $500 million in client portfolios and secured over $50 million in lines of credit and loans for the companies we work with. Here’s what clients say about working with us.

Reviews

What Our Clients Say

    
 
 
         
   Craig Schlosser 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alan, Jason, and the Team at CFO Strategies are amazing partners. We have had the pleasure of working with them for over a decade and highly recommend any opportunity where you can too.
  
 
        
   Eddie Varricchio 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve been meeting and consulting with Jason Lefkowitz of CFO Strategies on financial planning for my construction company, particularly around acquisitions and vertical integration. Jason is a well-informed industry leader whose insight has been invaluable.

CFO Strategies consistently demonstrates professionalism, reliability, and a strong work ethic. They don’t just bring technical expertise they show real initiative, tackling challenges head-on and offering innovative solutions that move the needle.

Highly recommend Jason and his team to any business looking for strategic financial guidance and trusted long-term partners.
  
 
        
   Aaron PIerce 
 
 
 
 Trustindex verifies that the original source of the review is Google. Jason is an all around expert at CFO services and a great guy to work with generally. Highly recommend.
  
 
        
   Jamie Morris 
 
 
 
 Trustindex verifies that the original source of the review is Google. Simply the best CFO services you find.
  
 
        
   A. Chris Eslami 
 
 
 
 Trustindex verifies that the original source of the review is Google. I know Jason through my professional network. While I haven't personally used his services yet, I've been impressed by his expertise and professionalism in our meetings. With that, I would encourage anyone to listen to his strategy.
  
 
        
   Vince Corbisiero 
 
 
 
 Trustindex verifies that the original source of the review is Google. CFO Strategies takes the guesswork out of construction projects. They deliver instant visibility into costs vs. budgets, which is a game-changer for busy building firms
  
 
        
   Katya Sverdlov 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service - fast and accurate, clear pricing, would recommend always!
  
 
        
   Hanley Rivera 
 
 
 
 Trustindex verifies that the original source of the review is Google. Marlene H. and CFO Strategies consistently demonstrate professionalism, reliability, and a strong work ethic. They are not only highly skilled in their role, but also show great initiative in tackling challenges and finding innovative solutions.
  
 
        
   Kevin Ketcho 
 
 
 
 Trustindex verifies that the original source of the review is Google. CFO Strategies has been critical in streamlining our accounting and helping our construction company succeed overall. Marlene, who is in our office fulltime, has been a big factor in this!
  
 
        
   JoeL C. Leite 
 
 
 
 Trustindex verifies that the original source of the review is Google. It’s such a pleasure to me working with Marlene! She is dedicated, honest, and consistently finds efficient solutions to any challenge. Her professionalism shines through in everything she does. Wishing you all the best and a blessed 2025.

How It Works

From First Call to Monthly Reporting

1. Book a Call

Tell us about your company, your software and what isn’t working.

2. Free Cash Flow Review

We look at your books, WIP and cash position and tell you what we’d fix first.

3. Cleanup and Setup

We clean up what needs fixing and set up job costing and monthly reporting.

4. Monthly Reporting

Every month you get clear reports on job profitability, WIP and cash.

No long-term contract. Either side can end it with 30 days’ notice.

FAQ

Frequently Asked Questions

Straight answers about working with a construction CFO.

Do you work on site or remotely?

Either. Most of our work is done remotely, and we come on site when your company needs it.

Am I locked into a long-term contract?

No. We work on an at-will basis. We ask for 30 days’ notice to help with the transition, and either side can end services at any time.

Who will work on my company?

A CFO Strategies professional or team matched to your company’s needs and industry, so you’re not training someone on construction accounting.

How much does it cost?

It depends on the services, the complexity and volume of work, and who is assigned. It’s typically less than hiring an outside accounting firm for similar work, and we don’t charge for phone calls or emails.

Which accounting software do you work in?

The systems contractors use most, including QuickBooks Online and Desktop, Sage 100 Contractor, Sage 300 CRE, Foundation, Sage Intacct, Viewpoint Vista and Plexxis.

Blog

Construction Finance Articles

Businessman in a suit reviewing blueprints at a desk with a construction site in the background.

What Role Does a CFO Play in the Construction Industry

September 30, 2024 No Comments

Construction-in-Progress Accounting (CIP)

March 18, 2021 No Comments

The Work in Process Schedule (WIP) For Your Construction Company

November 3, 2020 No Comments

Know Where Every Job Stands

Book a free cash flow review. We’ll look at your numbers and tell you what we’d fix first, with no obligation. Serving contractors across New Jersey and New York, with virtual support everywhere else.