Gain Financial Stability So You Can Continue to Grow With Confidence

Whether you need tighter systems, a stronger foundation, or long-term strategy, each service helps you move from reactive to confident and in control.

Your company deserves a financial framework that supports how the business actually runs.

At Lunnar Group, we design accounting systems and strategies that create clarity, strengthen operations, and give you control over your growth. Whether you’re refining your current setup, building a stronger foundation, or planning for the future, our three service levels help you move from guessing to knowing and from surviving to scaling.

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ACCOUNTING FOUNDATION

Starting at $850/month
  • Your foundation for clarity, consistency, and control.
  • The Accounting Foundation is where you stop guessing and start knowing. We clean up the chaos, put reliable systems in place, and give you a financial foundation that finally makes sense.
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CONTROLLER FRAMEWORK

Starting at $4,000/month
  • Your accounting department, built to grow with you.
  • Instead of waiting for end-of-project surprises, we help you course-correct in real time, preventing profit leaks, tightening workflows, and keeping every job financially healthy from start to finish.
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FRACTIONAL CFO

Starting at $8,000/month
  • From financial stability to strategic foresight.
  • This is where insight turns into action. We interpret the numbers, pinpoint what they mean for your projects, and give hands-on feedback and solutions you can implement now to stay profitable and on plan.
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Wherever you are, we’ll meet you there.

Each level builds on the last, creating the financial structure your business needs to grow with clarity and confidence.

Level 1:

ACCOUNTING FOUNDATION

Your foundation for clarity, consistency, and control.

That gut instinct that got you here is now flashing red. You’ve hit the point where “figuring it out later” no longer works.

The Accounting Foundation is where you stop guessing and start knowing. It’s a construction-specific accounting system built to give you accurate, real-time numbers that reflect how your business actually operates - job-based, margin-driven, and always moving.

What’s Included:

  • Accounting Blueprint - We start with a full review of your current reporting and design a construction-specific accounting system that delivers clarity, accuracy, and control.

  • Monthly Financial Reporting - Get clean, easy-to-read reports with key metrics, comparisons, and insights that show exactly how your business is performing.

  • Industry-Specific Insights - See how your numbers stack up with construction-focused analysis and benchmarks tailored to the realities of your industry.

  • Bookkeeping & Reconciliations - Keep your books up to date and accurate with monthly bookkeeping and account reconciliations you can trust.

  • Payroll & Compliance - Simplify payroll processing and stay compliant with all required filings and regulations.

Starting at $850/month

Go from operating on gut feel to leading with clarity. No more “something’s not right” or tax-season surprises. Just clean numbers, real control, and confidence that your business is built on solid ground.

Level 2:

CONTROLLER FRAMEWORK

Your accounting department, built to grow with you.

As your company grows, so does the complexity of managing cash, crews, and costs. If no one’s monitoring financial health during the project, problems often surface too late to fix.

The Controller Framework gives you a proactive accounting team that keeps eyes on your numbers while the work is happening, not months later. We provide oversight, reporting, and communication directly inside your systems, acting as an extension of your internal operations.

What’s Included:

  • Full Accounting Oversight - End-to-end management and review of all accounting functions to ensure accuracy and accountability.

  • Branded Communication - Seamless interaction with your customers and vendors using your company’s branding and voice.

  • Standardized Billing, Collections & Disbursements - Streamlined processes that improve cash flow, consistency, and professionalism.

  • Project-Level Financial Reporting - Visibility into project performance so you can take action before issues escalate.

  • Customized Dashboards & Monthly Reports - key data on gross margin, cash flow, and backlog to support confident, informed decisions.

Starting at $4,000/month

Course correct while the project is in motion so small issues never become big ones. You get the clarity and control to make confident decisions as you go, not after it’s too late.

Level 3:

FRACTIONAL CFO

From financial stability to strategic foresight.

Even with strong systems in place, most contractors still fly blind when it comes to what’s ahead. Reports show what happened last month but not what’s coming next.

The Fractional CFO bridges the gap between data and direction. We go beyond accounting software reports to analyze information from every corner of your business (estimating, operations, and your active pipeline) to forecast what’s coming, not just record what’s past.

What’s Included:

  • Advanced Reporting & Metrics - Access deeper financial analysis and performance metrics that reveal true business drivers.

  • Labor Burden & Estimating Feedback - Calculate accurate labor rates and refine estimates with real-world data

  • Cash Flow Forecasting - Manage the road ahead with 12-week cash projections and long-term financial forecasts.

  • Cost & Margin Analysis – Review materials, subcontractors and labor costs against estimates for operational feedback

  • Financial Leadership Development - Gain access to training and guidance that help you and your team think profitably.

Starting at $8,000/month

You’ll finally have a forward-looking view of your business, not just how this month performed, but how the year will finish and what the future holds. With a Fractional CFO in your corner, you’ll forecast with clarity, make confident financial moves, and build a business that’s always one step ahead.

Wondering Which Service is Right for You?

Every construction company hits a point where the way you’ve been managing the money stops working. That’s where we come in helping you move from visibility to control to foresight.

If you need visibility, start with Accounting Foundation.

You’ve got that uneasy feeling something’s off, cash flow feels tighter than it should, and the numbers don’t tell the full story.

The Accounting Foundation gives you clear, accurate visibility into your finances so you can finally see what’s really happening and where to focus next.

If you need control, step into the Controller Framework.

You’re growing fast and things are starting to slip - delayed billings, inconsistent reports, and confusion about where the money’s going.

The Controller Framework brings consistency and structure, helping you manage in real time, prevent issues, and keep every job financially on track.

If you’re ready for strategic foresight, partner with our Fractional CFO.

You’ve got systems in place, now you want to plan smarter.

Our Fractional CFO service looks beyond last month’s numbers to forecast what’s ahead, guiding your business decisions with confidence and precision.

Wherever you are, we’ll meet you there.

Each level builds on the last, creating the financial structure your business needs to grow with clarity and confidence.

Address

Post Office Box 815, San Luis Obispo, CA 93406

805-439-9637

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