Planning and reporting
Banks, deals and advisors
A seasoned CFO without the salary, payroll taxes and benefits of a full-time hire. In the New York market, a full-time CFO earns about $200,000 to $250,000 a year.
Your finance function doesn’t start over every time someone leaves.
A seasoned CFO adds credibility with the banks, sureties and investors who rely on your numbers.
An outside CFO who has worked with many companies can spot savings and growth you might miss.
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.
Plans ahead: budgets, cash flow forecasts, bank and surety relationships, and growth or exit planning. The CFO also oversees your controller and makes sure your monthly reports are complete and on time.
A controller closes the books and produces the monthly reports. A CFO uses those numbers to plan, manage cash, work with banks and sureties, and guide big decisions. In smaller companies one person often covers some of both.
Yes. When part-time help isn’t enough, a senior member of our team can step in full time for as long as you need.
No. We don’t prepare income tax returns or run audits. We work alongside your tax accountant, including on tax planning.
No. We work at will and ask for 30 days’ notice.
Yes. Fractional, part-time, virtual, contract and outsourced CFO are names for the same thing: an experienced CFO who works for your company part of the time. You get the reporting, planning and analysis of a full-time CFO without the full-time salary, and the work can be remote, in your office, or a blend of both.
