Every month
When you need it
What most of our construction clients run.
Cloud accounting some clients have moved to as they grow.
Construction accounting some clients have moved to.
For smaller contractors, with job costing set up right.
Job cost and billing kept current, with a monthly close you can rely on.
Job costing set up the same way on every job, and reports that tie out.
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.
QuickBooks Online, QuickBooks Desktop, Sage 100 Contractor, Sage 300 CRE, Foundation, Sage Intacct, Viewpoint Vista and Plexxis. For architecture and engineering firms, Deltek Ajera.
No. We work in the system you already use, remotely through secure access, or in your office in New Jersey and New York.
Usually we build it outside the system, from its job cost and billing data, so cost to complete can be checked with your project managers before the WIP goes to your bank or surety.
Yes. We catch up books that are behind, fix job cost coding so job reports can be trusted, and set up monthly reporting.
Yes. We help recruit and train office staff, so the day-to-day work in your system is done the right way.
No. We work at will and ask for 30 days’ notice.
