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Book a Call (866) 438-5008

Financial support for construction

Busy building.
Clear on
the money.

Bookkeeping, tax strategy and financial guidance built around your trade, your workload and what you need next.

Let’s talk about your business Find your fit

Commercial specialties. Residential trades. Construction is our focus.

A construction worker guiding a concrete pump hose on siteBuilt around the work you do.
Today CFOTHE BIG PICTURE

From the work
to what comes next.

Your books
Your cash
Your next move

Clear numbers. A conversation that helps.

Construction-focused expertise

Services scoped to your business

Based in Houston. Working nationwide.

A place for your business

Your work has its own rhythm.
Your support should fit.

Explore who we serve

Residential & light commercial

For the trades
that keep homes working.

Bookkeeping and tax strategy for service, replacement and remodeling businesses. A clear place to start for family-operated shops, too.

Explore residential support

HVAC · Electrical · Plumbing · Roofing · Remodeling

What clearer numbers make possible

Less guessing.
More to go on.

Reports are useful when they help you understand the business and decide what to do next.

See how your scope comes together
TODAYCFOILLUSTRATIVE VIEW
Start with the record

What comes in.
What goes out.
What stays with you.

Income
Business costs
Operating profit
Understand the relationship between sales, costs and profit.Conceptual diagram, not client figures.
TODAYCFOILLUSTRATIVE VIEW
Look at the timing

Profit is one number.
Cash is another.

Money in
Customer payments
Money out
PayrollMaterialsOverhead
This weekThe weeks ahead

Will the money arrive before the bills do?

A forecast makes the timing visible.Cash forecasting is included where scoped.
TODAYCFOILLUSTRATIVE VIEW
Commercial CFO support

Put a plan behind
the next move.

01

What would another hire cost?Wages, burden and the cash to cover them.

02

Is now the time for equipment?Compare the commitment with expected cash.

03

What changes if we grow?Model the workload, costs and capacity.

A forecast to work through with your CFO.Advisory and scenario planning are scoped services.

Illustrations of the questions we help answer. Actual reporting depends on your engagement.

One relationship. A scope that fits.

Start with the books.
Build from there.

Some businesses need a reliable record and a better tax plan. Others need deeper reporting and a CFO in the conversation. We define the work before you commit.

How commercial pricing works
01

Bookkeeping & reporting

A dependable foundation for the rest.

Transactions captured and reconciled. Financial statements you can understand. For commercial contractors, job costing and additional contract reporting are scoped where needed.

Explore bookkeeping
02

Tax preparation & strategy

A conversation before filing season.

Preparation handles the return. Strategy looks ahead at the decisions that can affect it. We define the tax services in your scope, including coordination with your existing preparer where appropriate.

Explore tax services
03

Commercial CFO & compliance

More support as the work demands it.

Forecasts, budgets and financial guidance for commercial contractors, with reporting and compliance support matched to the requirements of their business.

Explore the commercial engagement
Tom Woolley, founder of Today CFO
Tom WoolleyFounder, Today CFO

Experience behind the numbers

Construction experience.
Before the finance business.

Before founding Today CFO, Tom spent nearly six years running job costing and logistics in construction. Tracking costs in the field. Following vendor supply chains. Seeing how the work and the money moved together.

He then built and sold a software company before founding Today CFO in 2015. That combination of operations, systems and finance shapes how we work today.

Construction operationsAccounting & technology
Meet the people behind the work

Tools our team
works with

Intuit QuickBooksXeroFathomJirav

The first step is a conversation

Let’s look at
your business.

Tell us about the work you do, what is working and what you want to get under control. We’ll help you find the right next step.

Prefer to call? (866) 438-5008

Commercial financial review

A conversation about
where you stand.

Choose a time to talk about your process, your numbers and the support you need.

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30 minutes · No cost · No obligation

What follows

If there is a fit, your free Financial Risk Assessment comes before either side commits. The findings and plan are yours to keep.

Residential & light commercial

Start with the books.
Talk through your taxes.

A conversation about your business, your current bookkeeping and the tax questions you want to address.

  • HVAC, electrical and plumbing
  • Roofing and remodeling
  • Service, replacement and family-operated businesses
Choose a time to talk See residential services first

Before we talk

A few things
you may be wondering.

More questions, answered
Do you work with businesses like mine?

We focus on construction. Our commercial work serves specialty subcontractors, including mechanical, electrical, concrete, steel, glazing and fire protection. Our residential and light commercial practice serves HVAC, electrical, plumbing, roofing and remodeling businesses, including family-operated shops.

Find your specialty
Do I need a full finance department?

Your scope should reflect the work you need. Residential engagements focus on bookkeeping and tax strategy. Commercial engagements can add contract reporting, compliance and CFO support as required.

See how scope can change
How do you determine the price?

We look at the work behind your numbers and the services you need before proposing a scope and fee. Commercial pricing reflects an anchor, the actual workload and the selected services; the fee is fixed for the quarter and reviewed in both directions.

How commercial pricing works
What happens after the first call?

For a commercial engagement, the next step is a free Financial Risk Assessment before either side commits. You keep the findings and plan whether or not you continue. Residential businesses follow a separate conversation about their bookkeeping and tax needs.

Start with your business