Questions contractors ask us.

Not for bookkeeping. If your bookkeeper is working out, we can work alongside them and focus on job costing, WIP reporting, tax planning, and CFO support instead.

We can catch up books that are months behind. Cleanup is quoted separately before we start, so you know the cost, and then monthly bookkeeping keeps you current.

Yes. If you have a bookkeeper you like, we work alongside them on job costing, monthly review, and financial statements. If you would rather hand off the bookkeeping too, we can handle all of it.

We work in QuickBooks Online, often connected to field service software like Jobber or Housecall Pro. We work in your existing systems rather than forcing a switch, and we will tell you honestly if a change would pay for itself.

Yes. Many engagements start with a catch-up and cleanup so job costs and balances are right before monthly reporting begins. We scope that work up front so you know the cost before we start.

A work-in-progress schedule lists every open job with its contract amount, estimated total cost, costs to date, billings to date, and percent complete. It shows earned revenue, gross profit, and whether each job is over or under billed.

Sureties use the WIP schedule to judge whether you can finish the work you have and take on more. Consistent schedules that tie to your financial statements build confidence, which supports your bonding capacity.

Monthly is ideal for growing contractors because it catches problems while they are fixable. Quarterly works for some smaller companies. At minimum you need one at year-end for your financial statements.

Both. We prepare business and personal returns, and the real value comes from planning during the year so the return holds no surprises.

Sometimes. Depreciation rules like Section 179 and bonus depreciation can help, but buying equipment you do not need just for a deduction rarely makes sense. We model the cash and tax impact first, then you decide.

Yes. We are based in Duluth and work with contractors across the United States. Everything can be handled remotely.

A fractional CFO provides the same strategic financial leadership as a full-time CFO, on a part-time basis. That typically means cash flow forecasting, budgeting, KPI tracking, profitability analysis, and advice on major decisions like hiring, equipment, and growth.

Common signs: revenue is growing but cash is tight, you are bidding larger or bonded work, you are making big equipment or hiring decisions, or your bank and surety are asking for more than your current reports provide.

It depends on the scope and how often we meet. After a free call and a review of your books, you get a fixed monthly quote with no hourly billing surprises. It is a fraction of the cost of a full-time CFO.