Compliance isn’t the goal — it’s the starting point.
In this episode of Finance at the Jobsite, I sit down with Lee Klein III, Principal at BDO, to unpack how construction CFOs and owners can move beyond “check-the-box” accounting and use financials as a true strategic weapon.
We cover:
Why bonding capacity, WIP accuracy, and working capital are credibility signals — not paperwork
The most common (and costly) mistakes contractors make in audits and financial reporting
How clean job cost data directly impacts estimating accuracy and future profitability
Practical tax strategies contractors use to preserve cash flow and defer taxes legally
Why compliance is the floor, not the ceiling — and how great CFOs bridge the field–office gap
Where AI, ERP systems, and automation are headed in construction finance
Lee brings a rare perspective from years advising contractors across assurance, tax, bonding, and advisory — with real-world examples of how small financial and operational changes unlock outsized results.
If you’re a construction CFO, controller, owner, or advisor looking to improve margins, bonding strength, and decision-making, this episode is a must-listen.
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