How it’s done:
FINALLY!! We get to do what we really want to do… What we really enjoy doing…
HELPING YOU MAKE MORE MONEY! AND BEING YOUR MOST TRUSTED BUSINESS ADVISOR!
The CFO function is crucial to every construction company. We want to share our thoughts and insights and teach you a few things. We have deep expertise in best practices and financial metrics. We promise to have a significant positive impact on your goals.
This will require frank discussions about what you need to change. You must be patient. We do not pretend to know everything or have a magic crystal ball.
Like having a CFO on staff at a fraction of the cost!
MTBA Deliverables:
Quarterly Zoom meeting or telephone call to HELP YOU MAKE MORE MONEY!
Things we do ASAP:
- Discuss and review of your estimating and bidding process
- Discuss your existing strategic plan and set up a P&L Budget
- Train your staff on how to prepare the Contracts in Progress (WIP) Schedule
- Train your staff on how to prepare the Project Cash Flow Analysis
Things we discuss throughout the year:
- Owner Salary and Business Net Income
- Where all the Cash went
- Balance Sheet financial position
- Contracts in Progress (WIP) Schedule
- Project Cash Flow Analysis
- P&L Budget to Actual
- KPI’s and Benchmarking
- Proactive tax planning. No April 15th surprises.
- Maximizing bonding capacity. We can provide a bonding agent referral.
- Any other financial management subject as requested