Bonding-Ready Financials Every Quarter—Without Guesswork

Ensure your financials meet bonding goals before submission—so you’re prepared, confident, and positioned for success.

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Warning: Not for Everyone

 This is only for a certain kind of contractor. To qualify, you must have:

  • An accurate Balance Sheet
  • An accurate Income Statement (Profit & Loss)
  • An accurate WIP Report

If you don't have any of those, we recommend doing a financial statement cleanup service first.

Get Bonding-Ready

Key financial ratios bonding agents look for

Gain Clarity

Strengths & weaknesses in cash flow, profitability, and WIP accuracy

Live Walkthrough

A live Teams meeting to walk through your financials and provide talking points for bonding discussions

If you’re submitting financials for bonding, you already know...

  • Bonding agents scrutinize your financials.
  • Errors or inconsistencies can delay or reduce bonding capacity.
  • You need to stay ahead of financial issues, not just react when problems arise.

That’s why we created the Quarterly Financial Analysis Membership—to help contractors:

  • Ensure their financials are bonding-ready before submission.
  • Identify risks, errors, and weak spots that could impact bonding.
  • Receive expert guidance every quarter to improve financial health.

This isn’t just about numbers—it’s about having a plan to improve your financials and position your company for long-term success.

Let's Do This!

Financial Statement Pre-Submission Check

Before submitting financials to bonding agents or bankers, we perform a pre-submission check to:

  • Identify red flags that could delay bonding approval
  • Ensure financials align with industry standards
  • Provide talking points so you can confidently present your numbers

What You Get

Quarterly Financial Statement Analysis & Teams Meeting

Every quarter, we analyze your Balance Sheet, Income Statement, and WIP Report and provide:

  • Key financial ratios bonding agents look for
  • Strengths & weaknesses in cash flow, profitability, and WIP accuracy
  • A live Teams meeting to walk through your financials and provide talking points for bonding discussions

Instead of just getting a report, you’ll have direct conversations with us to discuss your numbers, make adjustments, and strengthen your financial standing.

Bonus: Self-Paced Training Library

  • Access to our exclusive training courses covering topics like cash flow management, WIP reporting, and financial statement interpretation.
  • Designed for both construction business owners and in-house accountants to build financial confidence and knowledge.
  • Over 100 expert-designed tools and templates to streamline your financial management processes.
Let's Do This!

Benchmarking & Performance Tracking

We track your financial performance against industry benchmarks and your past results so you can:

  • Understand where your business stands compared to industry peers
  • Measure improvements in profitability, liquidity, and leverage
  • See how your financials are trending over time

Start Getting Bonding-Ready Financials Today

Save time, reduce stress, and hit bonding goals before the deadline. Click the button below to get started.

Let's Do This!

About Us: Decades of Expertise in Construction Accounting


For nearly 30 years, we’ve been working with construction business owners across the U.S. and internationally to simplify their financials, improve profitability, and build stronger businesses.

We’re not just accountants—we’ve been in your shoes. As CPAs, CCIFPs, and former construction business owners ourselves, we bring a unique perspective that blends accounting expertise with real-world industry experience.

Our Qualifications:

  • Certified Public Accountants (CPAs)
  • Certified Construction Industry Financial Professionals (CCIFPs)
  • LEED Certified Professionals
  • Experts in construction-specific accounting topics like WIP reporting, job costing, and cash flow management.

Our goal is simple: to provide actionable insights and tools that help you confidently manage your financials and focus on growing your business.

What our clients say...

(Please note: because we deal with sensitive financial information, we've removed all identifying information to keep confidentiality with our clients).

Clarity and Confidence

Working with Atlas CFO has completely changed how I approach my financials. They made complex numbers easy to understand and gave me clear steps to move forward. I finally feel confident discussing my financials with my surety and my banker.

- Roland, General Contractor

Expertise in Construction Accounting

Their deep understanding of construction accounting is unmatched. They not only explained what my financials were saying but also helped me see opportunities I had overlooked. It’s a game-changer for my business.

- Nelson, General Contractor

I actually enjoy doing the WIP now! It does not scare me like before. Thank you for all your help.

– Katherine, Roofing Contractor

Shane and Melissa are terrific at what they do. They realize a problem before it even becomes an issue. They know our industry and know our business. I will continue to work with them to help grow our business.

– Mike, Mechanical Contractor

The information you provided really helped us understand what is happening in our business. Thank you!

– Joe, Electrical Contractor

FAQs

Schedule a Call

If you're not sure yet, just schedule a call. We'll go over everything and make sure it's all a good fit.

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Or Buy Now

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Quarterly

$950/month

Billed quarterly

  • Quarterly analysis & bonding submission prep

  • Ongoing financial improvement tracking

  • Expert support to guide your financial decisions

Let's Get Started!