Gain the knowledge and skills to maximize your business's potential earnings. What gets measured gets improved and you'll know what to measure and have a vCFO to help you build a business you are confident in and proud of.
There are so many decisions to make daily in a construction contractor. We help you make quicker and better financial decisions on job selection and overhead expenses. Know how adding an employee or purchasing more equipment affects your financials within minutes.
Finding qualified financial experts that focus on the construction industry is difficult and expensive. We distilled our services to the highest value, lowest cost model that produces results for you. Save more of your hard earned profit.
"Atlas CFO changed our philosophy in the way we handle our financial information. The Atlas Growth Model gives me exactly what I need to run my business successfully."
We get it. We are business owners, CPAs and previous construction company owners. We know what it's like living in the day-to-day operations in a construction company. It is hard to make strategic financial decisions when you are constantly putting out fires.
We had to find a fast, accurate way to distill financial data into DECISION-MAKING data. We didn't have time to overcomplicate it and we understand that you don't either.
We built training, software and personalized CFO services based on our 20+ years in the construction industry. Our methods focus on getting the right financial data at the right time to make the next right decision.
"“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.”"
"We were frustrated with our accounting process as we couldn’t quickly give information to our bank and bonding company. We reached out to Atlas CFO to help us produce more accurate financials. Atlas CFO provided exceptional services and is extremely knowledgeable in construction accounting. They understand our business and what we need to provide to the bank and bonding company. They can quickly look at our financials and give us advice on what we need to do from the operations standpoint whether that be build our backlog or hire additional staff. They have changed the way we do business and decreased the amount of time it takes to produce accurate financials."
What can Atlas vCFO services do for you?
1:1 Coaching and training to establish your internal system of financial reporting
Monthly financial statement review and analysis, including industry comparison and best practices
Monthly projection model (Atlas Growth Model) update
MS Teams connectivity for chat, file sharing and task management
Quarterly projection reports so you always have a 90-day plan
Training and coaching for your accounting staff
Assist in relationship for banking, surety and tax accountant
Access to the Atlas Team for custom coaching, questions or guidance
Access to the Atlas Growth Model
Initial set up
Tutorial and User's Guide
Access to all courses, templates and videos in the Atlas CFO All Access Library
Commercial construction contractors with revenue over $5M and jobs that last longer than 6 weeks tend to find the best value. It's not to say that a smaller contractor with a more service based revenue wouldn't benefit though. If you aren't certain then schedule a call and let's visit about your company and your goals. Most of our vCFO clients are between $5-75M.
We also offer courses on a stand-alone basis if you think a DIY approach might work better for you. If you have accurate monthly financial statements, but would like a vCFO to help with financial decisions and projections, you can check out the AGM program.
First we'll schedule a call to discuss your needs and determine the right fit. We want you to be happy and successful. After reviewing initial financial data, we discuss together a work plan that best fits your business size, complexity and goals.
We will then start an oboarding process where you get to walk through your financial systems with fresh eyes, templates and a coach so that you know you are creating financial process that is best practice, usable and proper. We will create 3-6 months of financial statements together so that you are confident in your systems and financial data.
You will also have access to us via Teams to share files, chat and create to-dos so that you stay on track.
Then we'll move into projections and financial decision making. By using financial information you worked so hard to produce, we will be able to create projections for your Income Statement, Balance Sheet, cash flows and ratios for up to three years at a time.
We will also collaborate to create "what-if" scenarios to see what your company would look like if you take on a certain job, change your overhead, add more equipment, etc. Powerful stuff!
We created the All Access training program to provide you with access to over 100 resources, templates and training videos to help you establish the financial systems in your construction business.
We then use the training portal and 1:1 coaching to create YOUR financial systems. This means that you get an industry-specific CFO to not only be a part of your company, but to train your staff to create financial systems that work for you.
When we were construction contractors, we wanted a library of various business topics. We couldn't find one so we built one.
You get access to our 20 plus years of experience managing, growing and prospering as construction contractors and CFOs.
If you have a request, you just send us an email and we'll do our best to get it to you in the portal.
It is like having a CFO train you and answer questions you didn't know you had.
The Atlas Growth Model is like a financial crystal ball for construction contractors.
We created the Atlas Growth Model to help contractors make financial decisions quickly. You can see the results of job mix, expected performance, overhead and cash flow all in one software based on your financial data so you can be proactive instead of reactive in your business.
Our proprietary model, 20 years in the making, takes financial information you already create (Balance Sheet, Income Statement and the Work-in-Progress job schedule) and shows you future net income, cash flow, key ratios and even the Balance Sheet by month and by year.
Our goal at Atlas CFO is to provide simple, casual, decision-making services and tools. We know that "things come up". Our vCFO clients have access to us via Microsoft Teams that you maintain control of. You can chat, post, share files and create to-dos all in one location that we share.
We do business the way we want to be treated - with trust, honesty, compassion and honor.
Our clients are our friends. Our goal is to become a vital part of your business. Most of our clients have been with us for years which is why we are careful when opening slots for our services.
Therefore, we want to be a good fit first. We also understand that things change in business and therefore you can cancel anytime.