Growth planning
Deals and exit planning
Someone responsible for writing the plan, keeping it current and making sure it works.
Who does what, who gets called and in what order, and where everyone goes.
How documents and systems are backed up, and which ones must be running first.
A review of your coverage, including business interruption, so a claim holds no surprises.
Alan G. Lefkowitz, CPA, founded CFO Strategies in 2009 and has 46 years of business 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.
Tell us about your company, your software and what isn’t working.
We look at your books, WIP and cash position and tell you what we’d fix first.
We clean up what needs fixing and set up job costing and monthly reporting.
Every month you get clear reports on job profitability, WIP and cash.
We can usually start within a couple of weeks, after a short review of your books. See how it works or view our pricing.
Putting your goals, budget and plan in writing, then comparing your actual results to the plan every month so you can adjust before things get off course.
In the monthly, quarterly and annual reports we prepare, we compare actual results to the plan for the month and year to date, and update the forecast.
A written plan for getting your business back to normal after a disruption, like losing a key person, a system failure or not being able to use your office.
Writing the plan and then not using it. A plan only helps if you compare your results to it every month and adjust, which is why we build that comparison into your monthly reports.
Yes. Our CFOs help with mergers, acquisitions, ESOPs and exit planning.
QuickBooks Online, QuickBooks Desktop, Sage 100 Contractor, Sage 300 CRE, Foundation, Sage Intacct, Viewpoint Vista and Plexxis. See what we do in each one.
Risk management works to keep problems from happening, with insurance, bonding, internal controls and a close watch on cash. A contingency plan is what you’ll do if something goes wrong anyway, like losing a key person or not being able to use your office. A good strategic plan covers both.
