We meet by phone, video or in person to learn about your company, your software and what isn’t working.
We look at your books, your WIP and your cash position, and we talk with your key staff.
You get what we found, what we’d fix first, a plan in phases and the fee. If you don’t hire us, you keep the review.
If you go ahead, we can usually start within a couple of weeks.
Need a field exam on a borrower, including a contractor? See our field examinations for banks and lenders.
Looking for a job with us? Apply on our careers page, which has its own form.
In person in New Jersey and New York, and remotely everywhere else. See our New Jersey and New York pages.
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.
No. The first call and the review of your books are free, and there’s no obligation. If you decide not to hire us, you keep what we found.
Yes. We can meet by phone, video or in person. Most of our work is done remotely, and in New Jersey and New York we can come to your office.
Construction is our focus, including home service companies like HVAC, plumbing and roofing. We also work with architecture and engineering firms and a small number of other industries.
That’s what the first call is for. Tell us what isn’t working, and we’ll tell you what we’d fix first and whether you need a bookkeeper, a controller or a CFO.
Yes. We do field exams and collateral reviews for banks and lenders, including on contractor borrowers with WIP schedules and job costing.
