Start With a Clear View of Your Financial and Project Risks
Understand where your financial control system is strong, where it needs attention, and which decisions should come first.
The BREA Financial Control Diagnostic is a focused, fixed-fee engagement for construction contractors seeking stronger control over project margins, cash needs, and growth decisions.
What Management Needs To Know
The Diagnostic helps leadership distinguish supported financial control deficiencies from information that needs further review—and decide what to address first.
Can we trust what we see?
Are financial and project reports timely, supported, and detailed enough to guide decisions? Do reviews challenge unexplained changes and lead to action?
Do we understand where margin and cash are moving?
Can management explain changes in expected final costs and margins, learn from completed jobs, and anticipate billing, collection, retainage and funding needs before mobilization?
Can the financial system support what comes next?
Can the company finance and manage additional work alongside its current commitments? Are decision authority, reporting responsibilities and approval conditions clear?
The Diagnostic turns these questions into a structured assessment and practical management priorities.
What the Diagnostic Examines
Visibility
See performance early. Review the timeliness and reliability of financial and project information, forecast changes and management reporting.
Profitability
Protect project margins. Examine job costs, commitments, cost-to-complete estimates, WIP, margin movements and change-order exposure.
Liquidity
Anticipate cash needs. Consider billing, collections, retainage, working capital and cash required before project receipts arrive.
Control
Rely on the numbers. Examine selected reconciliations, approvals, responsibilities and review practices—including how exceptions are investigated and followed through.
Growth Readiness
Grow with discipline. Consider backlog, financial capacity and the combined demands of current and proposed work before major commitments.
What Management Receives
The Diagnostic connects the assessment to supported financial control deficiencies, management decisions and recommended next actions. Missing information and matters requiring further review are identified separately.
01
Financial Capability Scorecard
A clear view of strengths, gaps and information limitations across Visibility, Profitability, Liquidity, Control and Growth Readiness.
02
Priority Risk Findings
Evidence-supported findings explaining the control gap, its financial consequence, the management decision required, and the recommended corrective action and ongoing review routine.
03
30-day Action Roadmap
Recommended first actions, decision dates and completion measures. Some improvements require a longer implementation period.
04
Executive Readout
A focused discussion of the assessment, priority decisions and practical next steps for management.
A Focused, Structured Engagement
How the BREA Financial Control Diagnostic™ Works
01
ALIGN
Define the management questions.
Agree the business priorities, selected projects and records, participants and scope boundaries.
02
ASSESS
Evaluate selected information and practices.
Review financial and project records across the five capabilities and trace how information supports management decisions.
03
DISCUSS
Confirm the facts behind significant observations.
Discuss matters with management, resolve factual questions and identify remaining information limitations.
04
PRIORITIZE
Connect findings to management
action.
Deliver the Scorecard, Priority Risk Findings and 30-Day Action Roadmap through an executive readout.
A bounded, record-ready Diagnostic typically takes approximately three weeks. Timing and coverage are agreed before work begins. The engagement is a selected-information advisory assessment; implementation and ongoing CFO advisory are separate management decisions.
From Findings To Financial Control
The Diagnostic establishes the priorities. Where management chooses to move forward, a separately scoped implementation engagement can establish the agreed controls, decision tools and review routines—with clear responsibilities and evidence of use. Monthly CFO Advisory can then help management review exceptions, make decisions and follow through on actions.
Management retains responsibility for its records, assumptions and decisions. The Diagnostic does not provide assurance or certify compliance.