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 $299/month (Starter), $499/month (Professional), or $699/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 $3,588–$8,388 per year — roughly 3–5% the cost of a dedicated hire. Every plan includes a 14-day free trial.

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.

BuilderCFO

Reset Password