Growing A/E firms need sophisticated financial management, but most can't justify a full-time CFO.
My CFO services give you enterprise-level financial expertise tailored specifically to the unique challenges
of creative, project-based businesses, at a fraction of the cost.

CFO Services Designed for
Architecture & Engineering Firms

    • Revenue forecasting that understands A/E project pursuit cycles

    • Project profitability analysis and improvement

    • Financial systems and process optimization

    • Growth planning and capital allocation

    • Cash flow forecasting that accounts for project billing cycles

    • Scenario planning for different growth trajectories

    • Financial reporting that makes sense for project-based businesses

    • Performance metrics that matter to A/E firms

    • ERP system selection and implementation

    • Integration of CRM, project management, and financial systems

    • Process development for scaling operations

    • Financial controls and reporting infrastructure

    • Contract review and negotiation support

    • Professional liability and business insurance procurement

    • Claims handling and risk mitigation

    • Financial risk assessment and management

The Process

Step 1: Strategy Call We'll discuss your current challenges and goals in a 30-minute conversation. I'll help you understand what's possible and whether my services are a good fit.

Step 2: Scope Assessment We'll review your current financial processes, and I’ll recommend a service package that fits your needs and budget.

Step 3: Implementation We'll establish systems and processes that give you the financial clarity and control you need to operate and grow confidently.

Geographic Reach

Centrally located in Kansas City, serving architecture and engineering firms nationwide through virtual delivery with strategic on-site visits.

Monthly Approach

I work with clients on a monthly, flat-rate basis, with fees determined by the scope of services requested.

This gives you:

  • Predictable Costs: Budget exactly what financial expertise will cost each month

  • Flexible Engagement: Scale services up or down as your needs change

  • No Long-term Commitment: Continue as long as you're receiving value

What's your ROI?