Project your performance. Plan with confidence.
When you're ready to stop guessing and start leading with data, the Atlas Growth Modelā¢ gives you the tools to forecast profitability, manage risk, and guide strategyāall in one place.
Whether you're preparing for growth, managing bonding limits, or just want to know where you're headed before the year is over, AGM gives you a clear, data-backed roadmap.
Built by Construction CFOs, for Construction Contractors
The AGM was designed by CPAs and construction business owners who needed a better way to forecast performance, monitor key metrics, and prepare for whatās ahead. Itās the same tool we use in our Virtual CFO servicesāand now, itās available as a standalone offer with three flexible options.
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Hereās What You Get:
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Projections That Matter:
3-year forward-looking projections for both your Income Statement and Balance Sheet, based on real data from your business.
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30+ KPIs + Benchmarking Built In:
Includes current and future performance metrics to track profitability, liquidity, leverage, backlog, and moreāplus industry benchmarks to show how you compare.
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Bonding & Lending Tools:
Special features to help contractors present strong financials to banks and sureties, with bonus schedules and tools built just for bonding management.
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Import Tools for WIP and Job Schedules:
Cut down on data entry with our import tool for project-level informationājust drop in your schedule and go.
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Use It Monthly or Quarterly:
Best used monthly for tighter visibility, but quarterly updates can still provide powerful insights and planning value.
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Training Included:
Every user receives access to a step-by-step tutorial to get started and fully understand the model.
Requirements to Use the AGM:
To ensure accuracy and meaningful results, youāll need:
- š Current Balance Sheet
- š Current Income Statement (Profit & Loss)
- š§¾ Current Work-in-Progress (WIP) Schedule
If youāre not there yet, check out our Financial Systems Rebuild or Virtual CFO services to get your foundation in place.
DIY ā Just the Model
$2,500 one-time setup + $300/month
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Perfect for construction companies with a strong internal accounting team who want to take full control of their forecasting.
Includes:
- Custom onboarding session and walkthrough
- Model tailored to your company structure
- Full access to training tutorials
- Ongoing access to the AGM platform for updates and analysis
DIY + Quarterly Check-Ins
$2,500 one-time setup + $500/month
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Ideal for contractors who want hands-on control with occasional expert insight.
Everything in DIY, plus:
- Quarterly strategy check-ins with our team
- Guidance on interpreting results and aligning with growth goals
- Opportunities to refine assumptions, backlog, and projections over time
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Done-With-You (DWY) Monthly Strategy
$1,750/month (No setup fee)
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Our most supportive option. We handle the updates, review the data, and meet monthly to discuss results and strategy.
Includes:
- Monthly updates and analysis of your financials
- Full access to the AGM platform and historical comparisons
- Strategic financial review and recommendations
- Built-in benchmarking and KPI tracking
- Bonding-specific reporting and backlog trackingĀ
Want help deciding which option fits best?Ā
Schedule a call and weāll walk you through it.
Book a CallWho This Is For:
- Contractors who want to test āwhat-ifā scenarios
- Owners who need confidence in conversations with sureties
- Teams who want to track financial health and performance
- Leaders who are ready to replace the rearview mirror with a windshield
Know Where You're HeadedāBefore You Get There
Click the button below to book a call with us and see a demo of the AGM.
Book a Call