Updated April 2026 · Reviewed by Cory Salisbury, Construction Financial Specialist
Book a time that works for you. We will review your numbers and show you exactly what is possible.
Book a free 30-minute financial assessment with Salisbury Bookkeeping. We will review your current construction bookkeeping setup, identify profit leaks, and show you exactly what a fractional CFO system would look like for your company. No sales pitch — just an honest look at your numbers.
Select your preferred date and time below. We will send you a confirmation email with your Google Meet link.
Select a time using the calendar above. We will send you a confirmation email and a pre-call form to fill out about your business, revenue, and current bookkeeping setup.
We will ask about your construction operations, review your QuickBooks (if you have one), discuss your projects and cash flow challenges, and analyze where profit leaks are happening.
We will show you specific recommendations, what improved bookkeeping would cost, how much you could save, and what a partnership with Salisbury would look like for your company.
You do not need to be perfect, but having these items ready will make the assessment more detailed:
If you use QuickBooks, have your login handy so we can review your chart of accounts, job setup, and recent transactions during the call.
A profit and loss statement from the last 3 to 6 months. This shows us your revenue, expenses, and where your margins stand.
A list of your current jobs: project names, customer names, estimated value, and stage (planning, active, completed). This helps us understand your complexity.
How you are currently managing bookkeeping (spreadsheets, accountant, internal staff). Do not worry if it is messy — we have seen it all.
We review your current construction bookkeeping setup, ask about your active projects and revenue, look at your QuickBooks (if you have one), identify immediate profit leaks or inefficiencies, and show you what a professional fractional CFO partnership would look like specifically for your company. No sales pitch — just honest analysis.
Not at all. In fact, we expect most construction companies to have some bookkeeping challenges. That is exactly why the assessment is valuable. Just have your QuickBooks login handy, a recent P&L statement, and a list of your active projects. We will work from there.
No. The goal of the assessment is to give you honest feedback and show you exactly what needs to be fixed. If you decide Salisbury is a good fit, we will discuss pricing and next steps. But the call is genuinely about understanding your situation first.
Use the booking form above to pick a time that works for you. We offer morning, afternoon, and evening slots. Or call (385) 374-9295 to schedule directly.
Call us at (385) 374-9295 and we will find a time that works for you. We are flexible and want to make sure we can accommodate your schedule.
No. If you want us to look at your books during the call, you can simply share your screen during the video meeting. Your financial data and passwords stay completely private.
Specialized in job costing, WIP reporting, and construction cash flow — not generic bookkeeping
Clients save $15K to $28K+ annually through better job costing and financial management
We tell you what needs to be fixed, not what you want to hear. Your success is our priority
Our fractional CFO model grows with you from $500K to $10M+ without breaking your budget
