Question 1

What is BuilderCFO and who is it for?

Accepted Answer

BuilderCFO is a real-time financial dashboard built specifically for construction contractors, custom home builders, and remodelers. It connects to QuickBooks Online and field management tools like Procore, Buildertrend, and ServiceTitan to provide instant visibility into job costing, WIP schedules, cash flow forecasts, and AR/AP aging. It is designed for construction companies with $500K–$50M in annual revenue who need CFO-level financial insight without the CFO-level salary.

Question 2

How does BuilderCFO connect to QuickBooks Online?

Accepted Answer

BuilderCFO uses OAuth 2.0 to securely connect to your QuickBooks Online account. The connection is read-only — BuilderCFO never modifies your books. Your financial data is encrypted in transit and at rest using industry-standard AES-256 encryption. Setup takes under 2 minutes.

Question 3

What is WIP tracking and why does it matter for contractors?

Accepted Answer

WIP (Work in Progress) tracking compares the percentage of work completed on a job against the percentage billed. If you've completed 60% of a job but billed 80%, you're over-billed by 20% — which means you may owe money back or face cash flow problems when the job finishes. BuilderCFO automates WIP schedule calculations using QuickBooks data and field management progress reports, giving you accurate over/under billing figures for every active job.

Question 4

How much does BuilderCFO cost compared to a full-time CFO?

Accepted Answer

BuilderCFO starts at $199/month (Starter), $299/month (Professional), or $399/month (Enterprise). A full-time construction CFO typically costs $120,000–$200,000+ per year in salary and benefits. BuilderCFO provides real-time dashboards, automated WIP, and AI analysis for $2,388–$4,788 per year — roughly 2–4% the cost of a dedicated hire. Every plan includes a 14-day free trial (credit card required). Professional plans and above include direct access to the developer for feature suggestions and quick bug fixes.

Question 5

Who built BuilderCFO?

Accepted Answer

BuilderCFO was built by Salisbury Bookkeeping, a fractional controller and construction bookkeeping firm that works with custom home builders, general contractors, and remodelers nationwide. The dashboard was created from real client needs — the same WIP schedules, job costing reports, and cash flow forecasts that Salisbury's controllers build manually for clients, now automated and available in real time.

Question 6

Is my financial data secure?

Accepted Answer

Yes. BuilderCFO uses Supabase for secure database hosting with row-level security policies, and Stripe for PCI-compliant payment processing. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). The QuickBooks connection is read-only — BuilderCFO cannot create, modify, or delete any data in your accounting system.

Question 7

Can I cancel my BuilderCFO subscription at any time?

Accepted Answer

Yes. There are no long-term contracts, no cancellation fees, and no setup fees. You can cancel your subscription at any time and retain access through the end of your current billing cycle. Every plan starts with a 14-day free trial — you enter a card upfront but are not charged until day 15.

Question 8

What integrations does BuilderCFO support?

Accepted Answer

BuilderCFO integrates with 7+ tools used by construction companies: QuickBooks Online (accounting), Procore (project management), Buildertrend (project management), ServiceTitan (field service management), Salesforce (CRM), HubSpot (CRM), and JobNimbus (CRM). All integrations sync automatically so your financial dashboard always reflects the latest data from the field and your books.

Invoice #	Customer	Amount	Due Date	Status
INV-2026-0147	Riverside Estate — Draw #6	$142,500	4/18/2026	Sent
INV-2026-0143	Cedar Heights Addition	$63,000	4/5/2026	Overdue 7d
INV-2026-0139	Heritage Park Commercial — Draw #9	$218,750	3/28/2026	Overdue 15d
INV-2026-0135	Oakwood Duplex — Final	$95,000	4/22/2026	Sent
INV-2026-0131	Mountain View Remodel — Retainage Release	$8,250	4/1/2026	Overdue 11d
INV-2026-0128	Riverside Estate — Draw #5	$142,500	3/15/2026	Paid
INV-2026-0124	Heritage Park Commercial — Draw #8	$218,750	3/1/2026	Paid
INV-2026-0121	Cedar Heights Addition — Draw #3	$42,000	2/20/2026	Paid

Job	Contract	% Complete	Est. Margin	Billing Status
Riverside Estate Custom Home	$950,000	82%	27.4%	Over-Billed $23,150
Heritage Park Commercial	$1,450,000	77%	18.5%	Over-Billed $130,400
Cedar Heights Addition	$210,000	93%	26.0%	Under-Billed $8,400
Oakwood Duplex	$380,000	94%	22.0%	Over-Billed $7,600
Silverado Ranch Custom Home	$1,120,000	12%	24.8%	Under-Billed $56,000
Mountain View Remodel	$165,000	100%	23.0%	Fully Billed

Dashboard

AR Aging Summary

Cash Flow (12 Months)

Outstanding Invoices

Active Jobs — WIP Status

Ready to see YOUR numbers?