Job costing, percentage of completion, retention. We speak your language, track your metrics, and help you scale, right here in Dallas.
Job costing, percentage of completion, retention. We've worked with dozens of construction companies in Dallas. We understand your business model, your challenges, and what metrics matter most to you and your investors.
The CFO question in construction is whether you can fund the work you have already won. Contracts are large, payment is slow, retainage locks up 5–10% of contract value, and bonding capacity caps how much you can bid. Cash timing decides the business more than margin does.
Full-stack financial services tailored to construction businesses in Dallas.
Expert bookkeeping at a fraction of the cost
Bank reconciliations, transaction categorization, and monthly close
Run a tighter ship with a controller at the helm
Process improvement, internal controls, and accounting oversight
Standard and custom financial reporting
Financial statements, custom reports, and GAAP compliance
Budgeting, forecasting, variance analysis
Financial planning and analysis to drive strategic decisions
Strategic financial leadership when you need it
Financial strategy, fundraising support, and board-level reporting
Strategic financial leadership when you need it. Financial strategy, fundraising support, and board-level reporting Tailored specifically for construction companies in Dallas.
Deep dive into your financials and strategic goals.
Develop financial strategy and reporting cadence.
Ongoing strategic support and stakeholder management.
Based in Boston, we work with construction companies across the country.
We serve construction businesses throughout the Dallas metro area. Our cfo advisory services are available for companies of all sizes.
Take our 2-minute quiz to get a personalized recommendation for your construction business.
Find My Solution →Sureties underwrite working capital, equity and the reliability of your WIP reporting. Most capacity constraints we see come from balance sheet presentation and inconsistent WIP rather than the underlying business. Cleaning both up is usually the fastest route to a higher single and aggregate limit.
Thirteen weeks, rebuilt weekly from the job schedule and expected draw timing. In construction the gap between work performed and cash received is long enough that a profitable company can run out of money mid-project, and the thirteen-week view is where that shows up early enough to act.
A fractional CFO is one senior person selling you one or two days a month, and everything they produce is bounded by the hours you bought. An outsourced CFO is the whole function — CFO judgment plus the controller and accounting layers beneath it. Ask what breaks if this person is unavailable for two weeks. If the answer is "we delay a decision," fractional is fine. If it is "we do not close the month," you need a function.
Onboarding runs 30–60 days. The first two weeks are diagnostic — reviewing your chart of accounts, prior closes and systems. Expect the first clean close under the new process in month two, not month one.
The bookkeeping still has to happen, but it is included in the engagement rather than something you buy separately. Having a CFO do bookkeeping is the most expensive way to buy it — roughly five times the market rate for work a staff accountant does better.
Yes. We work with clients across the Southwest and nationwide. Our team operates in Central time and can accommodate your schedule.
