Every month
When you need it
Installs, service calls and maintenance agreements, each with its own margin.
Revenue and gross profit per technician and per truck.
What your agreements bring in, how many renew and what they cost to deliver.
A forecast that carries you through the slow months.
Alan G. Lefkowitz, CPA, founded CFO Strategies in 2009 and 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.
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.
Yes. HVAC companies are among our clients, along with general contractors, subcontractors, roofers and builders.
Closing the books every month, job costing on installs, tracking service and maintenance agreement revenue, payroll and sales tax filings, and reports that show profit by service line and cash for the months ahead.
A bookkeeper records the day-to-day transactions. A controller closes the books and delivers monthly reports. A CFO uses those numbers to plan cash, growth and financing. Many HVAC companies need a controller and part-time CFO help well before they need a full-time hire.
We build a cash flow forecast around your season, so you see the slow months coming and know how much cash or credit you’ll need.
QuickBooks Online, QuickBooks Desktop, Sage 100 Contractor, Sage 300 CRE, Foundation and Sage Intacct. See what we do in each one.
Mostly remotely. In New Jersey and New York we can be in your office part of the week, or full time when the job needs it.
