High-Level Financial & Operational Review for Construction Contractors
Get clarity on your construction business’s financial position without the mess of a full cleanup.
The BUILD Assessment is a strategic financial review designed to give construction contractors and developers clarity around their financial position, identify key risks or gaps, and understand where to focus next.
Investment: $1,500
What’s included:
We analyze your financial statements, key reports, and financial operations to identify patterns and opportunities.
We uncover what's working, what's not, and where vulnerabilities exist in your financial systems.
We walk through our findings together, answer your questions, and discuss what you're seeing vs. what the numbers say.
Focused, actionable insights tailored to your business, not generic advice.
A clear path forward with priorities, next steps, and what to tackle first.
You’re working harder than ever, but something feels off.
Cash is tighter than it should be.
You’re not sure which jobs are actually profitable.
Reports exist but don’t answer your real questions.
You know things need to change, you’re just not sure where to start.
01
Sign the contract and pay the $1,500 investment to secure your spot.
02
You'll receive a Request for Information: A short list of questions, Required financial reports, and Instructions for temporary QuickBooks Accountant access
03
CFS performs a high-level review focused on patterns, risks, and priorities in your financials and operations.
04
Review meeting to walk through our findings, key insights, and your 90-day roadmap.
✓ Feel uncertain about their true financial position
✓ Know something’s off but aren’t sure what
✓ Want strategic guidance before committing to ongoing services
✓ Need to identify priorities without overhauling everything at once
✓ Are considering fractional CFO services and want to start with clarity
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