Every month
When you need it
What’s left on each job, checked with your project managers.
Every pending change order, from the request to the payment.
What each GC is holding back and when it’s due.
Whether your billing is ahead of the work or behind it, job by job.
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. Specialty subcontractors are among our clients, including drywall and interior and exterior trades, along with general contractors, construction managers, roofers and HVAC companies.
Closing the books every month, job costing, a WIP schedule with over and under billing, pay application review, tracking change orders and retainage, payroll and sales tax filings, and a forecast of cash for the months ahead.
We track every pending change order from the request to the payment and show you which ones are getting old, so work you’ve done doesn’t sit unbilled.
Yes. We prepare the financial statements and WIP reports bonding companies ask for, and we’ve helped contractors get larger bonding lines.
QuickBooks Online, QuickBooks Desktop, Sage 100 Contractor, Sage 300 CRE, Foundation, Sage Intacct, Viewpoint Vista and Plexxis. See what we do in each one.
No. We work at will and ask for 30 days’ notice.
