Forecasting, Budgeting & Planning

We'll establish the system then provide the reporting you need to intentionally grow

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Take Control of Your Growth & Profitability

We'll establish an excellent system, and then actively help your team with forecasting, budgeting and planning.

Many owners of construction companies spend very little time when it comes to developing a strategic plan for their business. The inability to plan and set specific objectives is a major reason contractors fail.

Strategic planning is a process, not a one-time event. Successful contractors make annual planning and strategic planning an integral part of their business. They have a vision, develop a plan and execute it to reach their goals and objectives.

CFO for Contractor is uniquely qualified to help contractors develop their annual budgets and strategic plans, and we can help you set up the best practices to measure progress towards your goals. Our depth of knowledge in the construction industry can help you identify the key factors that impact your business, identify risks and opportunities, analyze alternatives and develop and implement the strategic plan.

We are experts in building budgets and forecasts, enabling you to focus your time on value added discussions and strategic thinking.

Here are some of the strategic planning, budgeting and forecasting services we offer:

  • Guide the strategic planning process
  • Develop the annual budget
  • Provide long term forecasts
  • Apply performance review techniques to regularly review performance against the budget and forecast
  • Provide variance analysis with budget vs. actual performance comparisons
  • Implement rolling forecasts to provide insight into where the business is headed
  • Provide performance review analysis at the job level
  • Provide variance analysis at the job level
  • Cash flow forecasts
  • Balance sheet forecasts


Grow with Intentionality

You don't need expensive software & staff to build a high caliber business.

We make implementing top-tier construction accounting systems a breeze, and we'll be your outsourced accountants & tax professionals for fraction of the price of staff CFO's or bookkeepers.

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