Industrial & Specialty Construction
Controller-level discipline for operationally complex work.
Fabrication, heavy equipment, and rigging operators at the inflection point where bookkeeping isn't enough and the CEO is carrying work that belongs on someone else's desk.
In specialty trades (fabrication, heavy equipment, rigging, industrial contracting), there's a predictable inflection point where the bookkeeping function that got the business this far isn't enough to support what comes next. The numbers leadership needs to forecast against lose integrity. The CEO ends up carrying financial processes that belong on someone else's desk. The tech stack lags behind the operational complexity.
We've taken controller-capacity engagements with two businesses in this space facing exactly these challenges.
In one engagement, a multi-entity industrial fabrication operation, the business needed to migrate off legacy desktop accounting software without disrupting the time-and-materials billing workflows that lived inside it. We ran a three-stage vetting process in a test environment, validated data integrity against historical numbers, and led a complete, accurate cutover in under two weeks. We've stayed embedded since, overseeing AR/AP entries and running the full monthly close on a complex billing structure that demands accuracy.
In another, a specialty equipment and rigging contractor, the engagement was about depth of financial leadership. We took over the monthly close from a bookkeeping function that had hit its ceiling, implemented an efficient tech stack that delivers financial information cleanly to the books, and stood up weekly AP and AR forecasting on a cadence the executive team can plan against. We also took ownership of the financial processes sitting on the CEO's plate, in a way that kept leadership informed without putting tasks on their to-do list.
Both engagements share the same core: controller-level discipline applied to businesses whose financial function needed to catch up to their operational reality. Both now operate with cleaner books, faster reporting, and the financial leadership that lets executives focus on what only they can do.
- Fractional controller services
- Accounting software migration & implementation
- Monthly close on complex billing structures
- Weekly AP/AR forecasting
- Tech stack design for operational reporting
Building something similar?
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Plumbing, HVAC, and general construction operators who built the business with their hands, now ready for the financial visibility to match.
Care-delivery businesses scaling into new territory, where unit economics, payroll structure, expansion modeling, and tax strategy decide whether growth produces wealth or just bigger headaches.