+1 248-461-3120

Fractional CFO Advisory Services

CFO-level clarity without a full-time hire:

• Job Costing & Work in Progress (WIP) Reporting

• Backlog & 13-Week Cash Flow Forecasting

• Ratio/Trend Analysis: Gross Margin, DSCR, Overhead Absorption

• Monthly Financial Reviews & Dashboards

• Bank/Bonding/Investor presentation support

Is Your Current Bookkeeper Costing You Bids?

  • Generalist bookkeepers categorize everything as 'Materials' and 'Labor.' That doesn't help you bid.

  • At BriteBooks (a division of Strategic Planning Advisors), we understand that a Custom Home Builder is different from an HVAC sub.

  • We don't just record history; we build the WIP Reports and Job Costing systems you need to satisfy your bank, your bonding agent, and your bottom line.

The "BriteBooks" Service Stack

  • Job Costing Precision - Know exactly which projects are profitable and which are bleeding cash in real-time.

  • WIP & Bonding Reports - We prepare the Percentage-of-Completion schedules your surety agent demands.

  • AIA & Sworn Statements - Never have a draw delayed again because your G702 paperwork was rejected.

  • Forensic Cleanup - Messy Quickbooks? We fix years of neglect so you can face the IRS with confidence.


Unlike a standalone bookkeeping shop, your books are reviewed by Frank Alcini, CPA. We ensure your day-to-day data entry aligns with your year-end tax strategy, saving you thousands in CPA cleanup fees later.

★ ★ ★ ★ ★

We’ve worked with other accountants before, but none have provided the insight Frank has. He understands how contractors operate — from equipment purchases to labor allocations — and helps us plan ahead instead of reacting at tax time

N.D., General Contractor
★ ★ ★ ★ ★

Strategic Planning Advisors helped bring structure and clarity to our construction business. Frank’s background and knowledge of job costing and entity setup helped us identify write-offs we were missing. He’s proactive and delivers on what he promises.

M.B., Construction Contractor
★ ★ ★ ★ ★

Working with Frank has been a complete game changer. He’s not just a numbers guy — he gets real estate investing and explains complex tax strategies in a way that actually makes sense. He’s saved me both time and money, and I always leave our calls with more clarity.

R.P., Real Estate Investor

Your Books Should Build Wealth, Not Stress.

Are you looking for a seasoned financial professional to help you steer your business toward sustainable growth? Our comprehensive CFO services are designed to give you the high-level financial expertise you need—without the overhead of hiring an in-house CFO.

As a Certified Public Accountant (CPA) with years of experience advising businesses across various industries, we understand that strong financial management is the backbone of any successful organization. Whether you’re seeking strategic guidance, budgeting and forecasting expertise, or improved financial reporting, our CFO services will empower you to make informed decisions that drive profitability.

Strategic Planning Advisors, LLC

Our team of experts is dedicated to helping individuals and businesses achieve financial success.

Disclaimer:

Strategic Planning Advisors, LLC provides tax advisory, CFO, and IRS resolution services.

Information provided on this site is for educational purposes only and does not constitute formal tax, legal, or investment advice. Please consult your advisor before making financial decisions.

© 2026. Strategic Planning Advisors LLC. All rights reserved.