Services & Pricing / Fractional Controller / CFO
04 · FULL FINANCE FUNCTION
Fractional Controller / CFO
STARTING AT $4,999 /month
Best for established builders and trades who want executive-level financial leadership without a full-time hire.
EVERYTHING IN OPERATIONAL, PLUS
Annual budget and rolling forecast
WIP schedule and job profitability reporting
Monthly financial insights package
KPI dashboards
Pricing and overhead analysis
Monthly strategy meeting
Final monthly fee depends on transaction volume, number of active jobs and payroll size. We'll confirm a fixed price after your right-fit call.
HOW IT HELPS
Get the financial leadership of a full-time controller or CFO for a fraction of the cost.
A good fit if…
You run several jobs at once
You need budgets, forecasts and WIP reporting
You're planning to grow, borrow or hire
We run your accounting operations, build your budget and forecast, keep a current WIP schedule and show you exactly which jobs, crews and services drive your profit.
We work in QuickBooks Online, connected to JobTread if you use it.
YOUR MONTH WITH US
What happens each month.
STEP 1
Run the books
Payables, billing, payroll and the monthly close are handled for you, as in Operational Accounting.
STEP 2
Report on every job
Your WIP schedule and job profitability reports are updated, with a monthly insights package.
STEP 3
Plan ahead
We review the budget and rolling forecast with you in a monthly strategy meeting.
COMMON QUESTIONS
Questions about a fractional CFO.
BASICS
What is a fractional controller or CFO?
REPORTING
What is a WIP schedule?
PRICING
How much does it cost?
It’s the financial leadership of a full-time controller or CFO, part-time. You get budgets, forecasts and job reporting without a full-time hire.
A work-in-progress schedule compares costs, billings and progress on each open job, so you can see which jobs are over- or under-billed.
Fractional Controller / CFO starts at $4,999 a month. We confirm a fixed price after your right-fit call, based on volume, active jobs and payroll size.