Helping Contractors turn
Revenue into Real Profit
Before You Hire Another Employee
There May Be a Better Option
Many construction and trade companies reach a point where the books become too complex to manage internally. The natural reaction is to hire a bookkeeper, accountant, or controller.
But hiring is not always the most efficient solution.
Today, many businesses are shifting their finance operations to remote financial management, gaining experienced financial oversight without the cost and commitment of a full-time employee.
For many contractors, outsourced financial management provides the clarity and reporting needed to run projects effectively — at a fraction of the cost of hiring in-house staff.
Actual employment costs are often higher once payroll taxes, benefits, insurance, training, and turnover are considered.
Many contractors receive the financial support they need for significantly less than the cost of hiring a full-time employee.
Monthly Financial Management
Our services are designed to grow with your business. Whether your company needs reliable bookkeeping or deeper financial oversight to manage multiple projects, we structure support based on the complexity of your operations.
Final pricing is determined by transaction volume, project activity, and the overall complexity of your financial operations.
Essentials Finance
Starting at $1,000 per month
Reliable bookkeeping and organized financial reporting for businesses that need consistent financial structure.
Includes:
• bookkeeping and transaction management
• bank and credit card reconciliations
• monthly financial statements
• QuickBooks management
• organized financial records
• CPA-ready books for tax preparation
• assistance compiling documentation requested by your CPA
Typically for:
• contractors under $1 million in annual revenue
• businesses managing 1–5 projects per month
• companies with lower transaction volume
• owners who primarily need accurate financial organization and reporting
Financial Management
Starting at $1,500 per month
Expanded financial oversight designed for companies managing multiple jobs and needing clearer operational insight.
Includes everything in Essential, plus:
• job costing oversight
• project profitability tracking
• expanded financial reporting
• operational financial insight
• improved visibility into company performance
• workers’ compensation audit preparation support
• organization of payroll and subcontractor records for audit documentation
Typically for:
• contractors between $1M – $3M in annual revenue
• companies managing 5–20 projects per month
• businesses that need visibility into project profitability
• owners who want stronger operational insight from their financial data
Strategic Financial Oversight
Starting at $2,500 per month
Controller-level financial structure and reporting for businesses with higher project volume or growing operational complexity.
Includes everything above, plus:
• advanced financial reporting
• cash flow visibility and monitoring
• financial process improvement
• executive-level financial insight
• strategic financial guidance for business decisions
Typically for:
• contractors over $3M in annual revenue
• companies managing 20+ projects per month
• businesses with multiple crews or higher project volume
• owners seeking deeper financial visibility and stronger financial structure
One-Time Financial Services
In addition to ongoing financial management, we provide several project-based services designed to repair, organize, or improve your financial systems.
Financial System Setup - Starting at $1,000
For companies establishing or restructuring their financial systems.
Includes:
• QuickBooks setup or restructuring
• chart of accounts design
• job costing structure development
• financial workflow organization
• reporting structure development
Financial Cleanup - Starting at $2,000
If your books have fallen behind or contain errors, cleanup services restore financial accuracy and rebuild reliable reporting.
Cleanup services may include:
• correcting bookkeeping errors
• reconciling accounts
• organizing historical transactions
• restoring accurate financial statements
Project Profitability Reconstruction
***Custom pricing
Designed for contractors who want to better understand the true financial performance of past projects.
Many contractors discover their books show overall profit or loss but do not clearly reflect how individual projects actually performed.
Reconstruction reorganizes historical financial data to provide clearer visibility into past project profitability.
This process may include:
• reconstructing historical job costing
• organizing project-related expenses
• rebuilding financial reports to reflect project performance
• identifying patterns in profitable and unprofitable work
This insight can help contractors make better decisions about future project pricing and cost management.
Hiring internal finance staff works for some businesses, but many contractors discover that outsourcing provides several advantages.
Outsourced financial management can provide:
• experienced financial oversight without full-time payroll costs
• scalable support as your business grows
• consistent financial reporting and clarity
• improved visibility into project profitability
Most importantly, it allows business owners to focus on running projects and growing their business rather than managing internal financial staff.
Why Many Contractors Choose Outsourced
Financial Management
Experience You Can Rely On
With more than 25 years of financial experience and extensive exposure to construction and trade businesses, Lehman Financial Strategy helps companies build financial systems that support operational clarity and long-term growth.
Our approach goes beyond simple bookkeeping. We focus on creating financial visibility that allows business owners to understand their numbers and make confident business decisions.
