FRACTIONAL CFO · MICHIANA
You had your best year ever.
So why is the bank account empty?
Job-level profit visibility for Michiana contractors and manufacturers. I build the books, the job costing, and the forecast — so you know which work makes money while you can still do something about it.
A bookkeeper tells you what happened.
A CFO helps you change what happens next.
Clean books tell your story. Smart strategy changes it. Mine is backed by real corporate FP&A experience, not guesswork.
MBA, DATA ANALYTICS · QUICKBOOKS CERTIFIED LEVELS 1 AND 2
FORMER FP&A, PATRICK INDUSTRIES
Start where you are.
Go as far as the business needs.
How We Work Together
Every engagement starts in the same place: books you can actually trust, coded by job. From there it goes as far as the business needs — margin reporting, forecasting, or a finance leader in the room when the decisions get expensive. It's the strategy seat most businesses your size can't yet staff full time.
FOUNDATION - What happened.
STARTING AT $1,000/MO
The books, done right for construction.
Chart of accounts built for job costing, not the QuickBooks default
Labor burden calculated and allocated, not guessed
Books closed by the 15th of every month
CLARITY - What it means.
STARTING AT $2,000/MO
Everything in Foundation, plus the reporting that tells you which work makes money.
Job-level profitability — by job, by crew, by type of work
WIP schedule, change orders, and retainage tracked monthly
Monthly review call — we look at it together
STRATEGY - What’s ahead.
STARTING AT $3,500/MO
Everything in Clarity, plus the forward look.
13-week rolling cash flow forecast, updated monthly
Bid margin analysis on the work you're quoting
Bank and bonding package, kept current year-round
PARTNERSHIP - What to do.
STARTING AT $6,000/MO
Everything in Strategy, plus a finance leader in the business.
Decision modeling — buy or lease, hire or sub, bid big or small
Capital planning, lender, and surety support
Monthly leadership meeting and direct access
The Four F Framework
HOW WE WORK
A clear, repeatable process for turning a struggling set of books into a business that pays you back, in any market.
01 Frame It
Set the context and the goals.
· Read the backlog
· Examine margin by job type
· Track cash by job
· Set the targets
02 Fix It
Make the work profitable.
· Cost the jobs correctly
· Bid with real numbers
· Bill the change orders
· Chase the retainage
03 Fund It
Build your runway and room to grow.
· Forecast thirteen weeks out
· Free the cash trapped in WIP
· Time the equipment buys
· Protect the runway
04 Finetune It
Keep more of what you earn.
· Time the depreciation
· Structure the entity
· Capture the deductions
· Optimize the payout