01
Fractional CFO
Cash Flow Lender Relations Board Reporting Forecasting

You need a CFO. You don't need a $200,000 salary. Finaro embeds at the strategic level — managing cash flow, owning the banking relationship, presenting to your board or ownership group, and translating your numbers into decisions.


Key Deliverables
13-week rolling cash flow model
Monthly executive financial package
Annual budget & forecast
Banking & lender relationship support
02
Controller Services
Month-End Close WIP Reporting Revenue Recognition ASC 606

The controller function is where most growing companies break. We step in to own the close, clean up the chart of accounts, implement proper revenue recognition, and produce financials that your CPA, bonding company, and bank can rely on.


Key Deliverables
Structured monthly close process (target: 5 days)
WIP schedule & percentage-of-completion tracking
Accounts receivable & payable oversight
Year-end CPA package preparation
03
Financial Systems
ERP Selection QBO / Sage Implementation Cleanup

Bad systems create bad data. We evaluate, select, and implement accounting and ERP platforms that fit your business — not the largest one a salesperson could sell you. We also clean up the messes left by prior systems or prior bookkeepers.


Key Deliverables
ERP / accounting software evaluation & recommendation
Chart of accounts design & cleanup
System implementation & staff training
Integration with time tracking & project management tools
04
Job Costing & Reporting
Job Costing POC Accounting Profitability Reporting

Most construction and home service companies can tell you their total revenue. Very few can tell you which jobs made money and which ones didn't — until it's too late to do anything about it. We build the job-level visibility you need to manage, bid, and price with confidence.


Key Deliverables
Job cost setup & code structure
Percentage-of-completion (POC) revenue recognition
Job profitability reporting by project
Overhead allocation methodology

How an engagement actually works.

01
Discovery
We learn your business, your current systems, and where the financial function is breaking down.
02
Assessment
We document gaps, prioritize fixes, and scope the engagement around what matters most right now.
03
Engagement
We embed — attending closes, owning deliverables, and working directly with your team and CPA.
04
Ongoing
Monthly cadence, regular check-ins, and strategic input as your business grows and evolves.

Not sure which service fits your situation?

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