Senior construction CFO leadership — without the full-time hire. Job costing, WIP, bonding, cash flow, prevailing wage, and union fund compliance, run by people who've operated inside GCs, specialty, and service contractors for decades.
Our background runs from audit into operating finance inside construction companies — not advising them from outside. We've lived the things most advisors only describe: closing the month under pressure, defending a number to a surety, surviving a fund audit, telling an owner a job is going to lose money while there's still time to do something about it.
What we do best is build the financial model a contractor actually runs on — and then make every part of the business sharper because of it:
And we don't just diagnose. Our team includes experienced accounting professionals working under our direction, so the cleanup, the close discipline, and the reporting actually get executed — not handed back to you as a to-do list. You get senior leadership and the hands to implement it.
We started Excel Advisory for one reason: most contractors who need this level of financial leadership can't justify a full-time hire to get it. We think a lot of firms are leaving money — and peace of mind — on the table for exactly that reason. We'd like to fix that for as many of them as we can.
Every line below is something we've owned and operated inside a working contractor — not advice from the sidelines. We work alongside your CPA, attorney, banker, and bonding agent and make each of them more effective. And we don't just hand you a plan: our team executes the cleanup, the close discipline, and the reporting under our direction.
The reports your surety asks for, on time every month — and a job-cost history clean enough that your estimators bid the next job off real numbers, not guesswork.
Run cash by forecast, not by feel. Know what's coming 13 weeks out — and which jobs are about to squeeze you.
We've sat on our side of the surety table for decades. "What's your aggregate?" stops being a stressful question.
The local exposure out-of-state CFOs miss — prevailing wage, certified payroll, and the union fund reporting that quietly sinks contractors at audit.
The financials are how we see the whole company. We surface where the structure isn't serving the business — duplicated effort, roles that don't fit the workload, cost that isn't earning its keep.
Bigger decisions, backed by numbers — and a CPA relationship that runs year-round, not just in April.
Three levels of involvement, all priced off a single $275 hourly rate — so the math is honest whichever you choose. Pick the depth of engagement your business needs now; move between levels anytime. No long-term lock-in past the initial 90-day engagement.
Not sure which level fits? That's what the discovery call is for. Smaller and growing contractors are welcome — the discipline that ran finance for $170M firms scales down cleanly. Prefer project-based work? Diagnostics & 90-day roadmap from $5,500, bonding-capacity packages, QofE prep, job-costing implementation. Hourly at $275 standard / $425 expedited.
Discuss a project →No six-month diagnostic engagements. No million-dollar implementations. We move at the pace contractors actually work.
We talk about where you are, what's broken, and what good would look like. If we're not the right fit, we'll tell you and point you somewhere better.
We review your books, systems, and reports. You walk away with a written 90-day roadmap and clear priorities — whether you continue with us or not.
We onboard, set up systems, and start delivering. After 90 days we review together — adjust scope, change tier, or move to month-to-month.
No pitch deck, no hard sell — a straight conversation about your business, your numbers, and whether we're the right fit. If we're not, we'll say so.