Every month
When you need it
Materials, labor and crews against each job’s estimate.
Every claim payment, from the first check to the final one.
What commercial customers are holding back and when it’s due.
A forecast for the surge and the slow months after.
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. Roofers are among our clients, along with general contractors, subcontractors, HVAC companies and builders.
Closing the books every month, job costing on each roof, tracking insurance and customer payments, retainage on commercial jobs, payroll and sales tax filings, and a forecast of cash for the months ahead.
We track each claim’s payments against the job, so you know what’s still owed and when it should come in, and the cash forecast plans for the wait.
Yes. We track retainage, review pay applications, keep your WIP schedule current and prepare the reports banks and bonding companies ask for.
QuickBooks Online, QuickBooks Desktop, Sage 100 Contractor, Sage 300 CRE, Foundation and Sage Intacct. See what we do in each one.
No. We work at will and ask for 30 days’ notice.
