A structured path to financial clarity
01
Discovery Phase
First 60 Days | Billed Hourly
Every engagement begins with a focused discovery phase — designed to fully understand your business before establishing a long-term structure. A fractional CFO relationship is a meaningful investment—this is an opportunity for both sides to align on expectations, communication style, and working rhythm.
DURING THIS PHASE, WE
-
Get onboarded into your systems and financial environment
-
Develop a working understanding of your team, processes, and pain points
-
Perform a detailed review of your books, job costing, and WIP
-
Identify issues, gaps, and areas of risk
-
Triage findings and prioritize immediate needs vs. longer-term improvements
BY THE END OF DISCOVERY, YOU WILL HAVE
-
A clear picture of your financial position
-
A prioritized roadmap for improvement
-
Defined scope and expectations for ongoing support
-
Transparent pricing aligned to your complexity
02
Ongoing Partnership
Monthly Retainer | Defined Scope
Following Discovery, engagements transition into a structured monthly retainer built around consistency, accountability, and forward-looking insight — integrated into how your business operates.
MONTHLY SERVICES INCLUDE
Manage and enforce a disciplined month-end close process
Deliver a monthly reporting package with performance, cash flow, and probability insights
WIP reporting and job costing analysis
Support internal accounting staff with technical and system challenges
Serve as primary contact for auditors, banking partners, and bonding agents
Facilitate Quarterly Business Reviews and support strategic planning
Participate in leadership meetings or EOS sessions
We operate as an embedded financial partner — not an external consultant. The result is a finance function that is organized, forward-looking, and aligned with how you run your business.
SPECIAL PROJECTS
Don't need a long-term CFO?
Not every situation requires an ongoing engagement. Frame CFO provides focused, project-based support for critical moments that require experienced financial leadership — scoped around a specific objective and billed hourly.
Financial preparation and support through a sale, acquisition, or capital event. We prepare GAAP-compliant financials, support due diligence, and help position your construction business for stronger valuations.
Transaction support
Preparing for a first-time audit or supporting your team through the audit process.
Audit readiness
From QuickBooks cleanup to ERP selection and implementation — we assess your current setup and guide you to the right tools for your size and complexity.
System implementations
Short-term leadership during transitions, turnover, or periods of change.