Who we serve
Real financial risk requires
real financial leadership.
We work with founder-led contractors doing $10 million to $50 million in revenue who carry a bank line with covenants, maintain a bonding program, or have an eventual sale in mind. They have a bookkeeper or controller who does solid work. What they do not have is anyone whose job is to look forward: at the next covenant test, the next 13 weeks of cash, the margin quietly eroding on the biggest job in the backlog. That is the seat we fill.
01 · The trades we know
Built for contractor numbers, trade by trade.
Mechanical, electrical, and plumbing
HVAC, process piping, electrical contracting, and building automation and controls.
Site and civil
Excavation, grading, utility and underground, paving and asphalt, concrete and foundations.
Structural and envelope
Steel erection and miscellaneous metals, glazing and curtain wall, commercial roofing, restoration and waterproofing.
Specialty and life safety
Fire protection and sprinkler, low-voltage and security, elevator and specialty MEP.
General contractors and construction managers
CM at risk and GC operations where bonding capacity and job-level margin discipline drive the business.
02 · The fit
We are direct about fit, both ways.
You are likely a fit if
- You have a bank line with a financial covenant, and you are not fully certain where you stand against it right now.
- Your bonding capacity is a constraint on the work you can chase.
- Cash has tightened on you before, or you are profitable on paper and tight on cash.
- Your WIP schedule gets prepared, but it is not driving decisions.
- You are three to five years from selling and want the numbers to hold up under diligence.
- Your financials arrive weeks after month end and mostly tell you what already happened.
Most of our clients recognize two or three of these. Any one of them is worth a conversation.
Who we are not the right fit for
We are direct about this, because a bad fit wastes your money and our time.
- Companies under $5 million in revenue. The work we do does not pencil at that size, and good software will serve you better.
- Businesses without a working bookkeeping foundation. Cleanup is a different project, and it has to come first.
- Anyone who needs tax preparation, audit, or reviewed statements. That is your CPA's work, and we do not do it.
- Buyers comparing us against a $200-per-month reporting tool. We are not competing for that dollar.
03 · Your bank and surety
Working with your bank and surety.
Lenders and sureties extend more credit, on better terms, to contractors whose numbers they trust. We build the packages they want to see, and with your approval we will join those conversations directly. If your banker or bond agent sent you here, that is why.
04 · Beyond construction
The same mechanics, outside construction.
The mechanics we are built for (revenue earned over time, working capital that swings independently of profit, and a lender watching the balance sheet) show up in other project-based businesses: engineered-to-order manufacturing, industrial and field services, environmental and remediation, marine and dredging. If that describes you, the conversation is worth having.
Start here
Know where you stand before the bank does.
A breach can mean repricing, default, or a forced sale. A full-time CFO runs $250,000 to $400,000 all in. The Sprint is a fixed fee, a clear assessment of where you stand, and a firsthand look at what it is like to work with us.