Skip to main content
Modern building construction
All Industries
Real Estate, Construction & Trades

Financial LeadershipThat Understands Your Projects

From job costing to cash flow forecasting, we provide the accounting infrastructure and strategic guidance that contractors, developers, and tradespeople need to build profitably.

Let's Talk About Your Projects
Industry Challenges

The Financial Reality of Project-Based Work

Construction and trades businesses face financial challenges that general accountants rarely understand.

Cash Flow Timing

You pay for materials and labor months before you collect. Without accurate forecasting, profitable projects can still sink your business.

Job Costing Complexity

Are you actually making money on each job? Many contractors don't know until it's too late. Proper job costing reveals which projects, crews, and services drive profit.

Professionalizing Your Business

With exit multiples and buyouts on the rise, professionalizing your operations is the key to getting the highest multiple.

Multi-State Complexity

Work across state lines creates nexus issues, varying tax requirements, and compliance headaches that compound quickly.

Retainage Management

Tracking retained amounts across dozens of projects while managing the cash flow impact requires systems most contractors don't have.

Construction site
40%
Faster Depreciation
Our Approach

Accounting That Works Like You Do

Primary Service

Outsourced Controller & CFO Services

You don't need a full-time CFO, but you do need CFO-level insight. Our fractional services give you:

  • Weekly cash flow forecasting so you always know where you stand
  • Job cost reporting that shows profit by project, phase, and crew
  • WIP (Work in Progress) schedules for accurate financial statements
  • Bonding support and bank-ready financials
  • Budget vs. actual analysis that catches problems early
Tax Strategy

Tax Strategy Built for Construction

With the financial foundation in place, we layer on tax strategies specific to your industry:

  • Cost segregation studies for property you own or develop
  • Section 179 and bonus depreciation optimization for equipment
  • R&D tax credits for process improvements (yes, construction qualifies)
  • Entity structure optimization to minimize self-employment and state taxes
  • 1031 exchanges for property transactions
Real estate
By The Numbers

Key Statistics

40%
Faster depreciation through cost segregation
$1.25M
Section 179 deduction limit (2025)
439K
Worker shortage in construction (2025)
FAQ

Common Questions

A cost segregation study is an engineering-based analysis that identifies building components that can be depreciated over 5, 7, or 15 years instead of 27.5 or 39 years. This accelerates deductions and generates immediate tax savings.
Job costing tracks all costs (labor, materials, overhead) by individual project. This reveals which jobs, crews, and services are actually profitable—and which ones are draining resources. Many contractors are surprised by what they find.
A Work in Progress (WIP) schedule reconciles your percentage of project completion against billings and costs. It's required for accurate financial statements, bonding applications, and bank financing. Without it, your financial statements may significantly misstate your true position.
Yes. If you're developing new construction methods, improving processes, or solving technical challenges on projects, you may qualify. The credit equals 6-8% of qualifying expenses and directly reduces your tax bill.

Stay Ahead of the Curve

Get industry-specific insights, tax updates, and strategic tips delivered straight to your inbox.

Buildings

Let's Talk About Your Projects

Schedule a consultation to discuss your cash flow needs and discover opportunities you may be missing.

Schedule Consultation