01
Profitable on paper.
Tight on cash.
The P&L says you’re doing well. Payroll, materials and a slow-paying customer tell a different story.
FOR THE PEOPLE WHO BUILD THINGS
Fractional CFO for contractors and production companies
See cash before it breaks. Build a commercial credit file that is not your personal card. Walk into the bank with a package they recognize.
Chicago roots. Midwest work ethic. National reach.
FINANCIAL LEADERSHIP. NOT ANOTHER COURSE.
THE FOUNDER’S PERSPECTIVE01:27
Dr. Cezar RobertsFounder & PrincipalMeet your CFO
About this recording
This original introduction contains legacy pricing and investment language. Current scope and fees are set only by a written engagement. No financing, credit result or investment outcome is guaranteed. The supplied “2-minute” pitch runs 1:27.
You run the operation.
We bring the financial perspective.
Fiduciary engagement
Egnyte vault
View-only access
10 new clients / month
SOUND FAMILIAR?
Good at the work.
Tired of guessing at the numbers.
A busy company is not always a financially clear company. You don’t need another spreadsheet. You need someone who can see the whole picture.
Profitable on paper.
02
The business is growing.
The risk is still personal.
Equipment, bonding conversations and working capital still come back to your name—and your personal card.
03
Owner by day.
CFO by night.
You’re pricing jobs, leading the team and making financial decisions after everyone else has gone home.
WHO WE SERVE
Built for operators.
Not just balance sheets.
Two industries. Different operating realities. The same need for financial decisions grounded in the work.
CONTRACTORS · GENERAL CONTRACTORS · TRADES
Construction
Build the job. Know the numbers.
Job margins, cash timing and the working capital behind the next project.
Explore construction
MACHINE SHOPS · JOB SHOPS · PRODUCTION
Manufacturing
Precision on the floor. Clarity in finance.
Job costs, capacity and equipment decisions that connect to your cash.
Explore manufacturingONE CONNECTED FINANCIAL PICTURE
Finance first.
A stronger foundation for what’s next.
Fractional CFO
Senior financial perspective, without a full-time executive hire.
- Cash-flow visibility & forecasting
- Job margins & operating performance
- Decision support alongside your CPA
Corporate Credit System
Build the business file deliberately—not around a personal card.
- Business identity & file readiness
- Vendor reporting & payment discipline
- A documented path, not a score promise
Capital & optional project access
Prepare the company for better-informed capital conversations.
- Lender-ready financial information
- Equipment & working-capital planning
- Separate, optional project discussions
Credit and capital outcomes depend on your business and third-party decisions. No approvals, funding amounts or returns are guaranteed.
HOW IT WORKS
A clear process. From the first call.
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Start with a conversation
Share your business priorities and see whether fractional CFO support is the right fit. No financial documents needed.
02
Agree on the work
Define the scope, responsibilities, fees and milestones in a written engagement.
03
Onboard securely
Receive your onboarding package and unique password-protected Egnyte link. Submit the completed intake and documents together.
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Put the plan to work
Build cash visibility, prioritize operating decisions and address credit readiness where it supports the business.
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Review. Refine. Move forward.
Review progress against agreed milestones and adjust the plan as your operating needs change.
EXPERIENCE, PUT INTO WORDS
Author of Hidden Secrets of How
to Build Corporate Credit.
Dr. Cezar Roberts on the foundations behind a business credit file.
LET’S GET TO WORK
If the company is real and the books are messy, start with a call — not a course.
A focused conversation about where you are and what comes next.
Book a Strategy CallNo sensitive documents. No pressure.