Introduce a contractor who needs help with the numbers.
If a client needs a clearer view of job profit or cash, introduce them to TriCore CFO. We work with construction-trade businesses doing over $3M a year.
Who is a fit
Construction-trade owners doing over $3M a year who need financial guidance and cannot staff a full-time CFO.
What we can help them review
Books and reports each month
Reconciled books and reports, with a meeting to discuss the numbers.
Job income and costs
Compare job records with estimates and discuss cost changes during the work.
Expected cash receipts and payments
Look at customer payment timing alongside upcoming payroll and material costs.
Making the introduction
Start with an introduction
Adapt a message below to your client and include us in the conversation.
Start with a free review
We talk about the cash and job questions they need answered, with no obligation to continue.
Discuss the support that fits
If they want to continue, we recommend a scope based on their books and business needs.
Email introduction
Hi [Name], TriCore CFO works with construction-trade businesses on their books, job profit, and cash planning. I thought a conversation might help with the financial questions you are working through. They offer a free cash flow review with no obligation. Let me know if you would like an introduction. [Your name]
LinkedIn introduction
Hi [Name], TriCore CFO helps construction trades review job costs, books, and cash needs. They offer a free cash flow review. Let me know if you would like me to connect you. [Your name]
Talk through an introduction
Contact us to discuss the referral process. Pricing for client support depends on the business. Contact us for a plan.
Have a client in mind?
Email us at swallick@tricorecfo.com to discuss a referral or ask about the process.