Construction Financial Performance Assessment
A comprehensive review of your financial reporting, job costing, cash flow visibility, and accounting workflows. Includes a written assessment and prioritized action plan.
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Gain clarity on your financial operations, reporting processes, and project visibility.
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Built specifically for contractors and project-based businesses.
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Starting at $1,995
What We Review
Financial Reporting & Month-End Close
Review of financial statements, reporting processes, and month-end close procedures.
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Job Costing
Evaluation of job cost structure, cost allocation, and project profitability reporting.
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WIP Reporting & Revenue Recognition
Assessment of WIP reporting accuracy, revenue recognition practices, and project visibility.
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Cash Flow Visibility & Forecasting
Review of cash flow reporting, forecasting processes, and working capital management.
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ERP & Accounting Workflows
Evaluation of systems, workflows, reporting capabilities, and automation opportunities.
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Internal Controls & Process Efficiency
Review of key controls, approval processes, and operational efficiencies.
What You Receive
Executive Summary
High-level overview of key findings and recommendations.
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Written Assessment Report
Detailed observations across financial reporting, job costing, cash flow, processes, and systems.
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Risk & Opportunity Summary
Identification of key risks, opportunities, and improvement areas.
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Prioritized Action Plan
Recommended immediate, short-term, and long-term actions.
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Findings Review Meeting
90–120 minute discussion of results and next steps.
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Recommended Next Steps
Guidance on immediate actions and potential future support options.
Common Issues We Help Identify
Many growing construction and project-based businesses experience challenges that limit financial visibility, operational efficiency, and informed decision-making.​
✓ Financial reports that arrive too late to support timely decisions
✓ Unclear project profitability and job cost visibility
✓ Cash flow surprises and limited forecasting visibility
✓ Inefficient month-end close processes
✓ ERP workflows creating manual effort
✓ Inconsistent cost coding
✓ Limited visibility into key performance indicators (KPIs)Â
✓ Reporting that lacks actionable insight
✓ Internal control gaps
✓ Financial systems that have not kept pace with growthÂ
Who is this Assessment For?
The Construction Financial Performance Assessment is designed for construction and project-based businesses seeking greater financial visibility, operational efficiency, and confidence in decision-making.
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Many organizations engage us when they:
✓ Need better financial visibility
✓ Want improved job costing visibility and profitability insight
✓ Need stronger cash flow forecasting
✓ Are unsure where operational inefficiencies exist
✓ Want an independent assessment before committing to ongoing support
Whether you have an internal accounting team or rely on outsourced accounting support, this assessment provides an independent review of your financial operatins and reporting processes.
What to Expect (Next Steps)
Getting started is simple.
1. Schedule a Consultation
Discuss your current challenges, goals, and financial reporting needs.
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2. Assessment Completed
We review your financial reporting, job costing, cash flow visibility, accounting workflows, and operational processes.
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3. Receive Findings & Action Plan
Receive a written assessment outlining key findings, risks, opportunities, and prioritized recommendations.
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4. Determine the Best Path Forward
Use the assessment findings to guide internal improvements or engage additional support if desired.
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Following the assessment, some clients choose to implement recommendations internally, while others engage Ogilvie Accounting & Finance for project-based or ongoing Fractional Controller support.Â
Typical Client Participation
Most assessments are completed within 2-3 weeks and are designed to minimize disruption to day-to-day operations.
Typical client participation includes:
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✓ Initial Discovery Meeting (60–90 minutes)
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✓ Document submission & Information Gathering*
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✓ Validation Meeting (60 minutes)
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✓ Review Meeting (90–120 minutes)
*A detailed document request list will be provided following the discovery meeting.
Ready to Gain Clarity?
Schedule a consultation to discuss your current challenges, goals, and whether the Construction Financial Performance Assessment is the right next step for your business.
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Starting at $1,995*
*Most assessments are completed under the standard fixed-fee scope. Pricing assumes a single operating entity and remote delivery. Organizations with multiple entities, significant operational complexity, or requests for on-site services may require a customized scope and fee.