Construction Financial Services

Reliable contractor finance and accounting built on experience


Serving the construction environment for 20 years.

Our Construction Financial Services Group serves more than 200 general contractors, subcontractors and developers, ranging from small proprietorships to large, multi- state contractors with annual revenues between $25 million and $200 million. As a result, we know that business cycles come with the territory. We accommodate your every stage of business development. From addressing income tax issues to information systems, financial reporting or bonding needs—we are committed to building long-term client relationships.

We take the time to get to know your business and shape our construction financial services around your goals and needs. Examples of how we assist contractors include:

  • Financial statement services, including audit, review and compilation
  • Tax planning and preparation
  • Cash flow analysis
  • Benchmarking
  • Overhead rate analysis
  • Job costing and accounting systems
  • Strategic business planning
  • Succession and transition planning
Aldrich Advisors - Financial Graphic 21
Financial statement assurance

Our firm understands the financial reporting services required by sureties and lenders. These include but are not limited to audits, reviews and compilations of financial statements with detailed contract schedules and expanded financial disclosures. We can assist in maximizing a bonding program for your company and we understand that having an adequate bonding program in place is critical to a contractor’s success. Choosing the right bonding agent is as important as selecting a CPA or attorney. We can assist you in this very important process.

Our assurance and advisory services can help you deal effectively with those demands and other financial issues you face. Our service philosophy is guided by a deep knowledge of our clients, their business and their industry. We pride ourselves on being responsive and accessible.

Our construction financial services include:

  • Audit, review, compilation of financial statements
  • Benefit plan audits
  • A-133 Single Audits
  • Agreed-upon procedures
  • Contract compliance

We know the key players in the surety industry. More importantly, they know who we are.

As members of both the Employee Benefit Plan Audit Quality Center and the Governmental Audit Quality Center, we work hard to maintain high standards of professional practice. Our strong system of quality control, which includes active involvement by our partners and managers, emphasizes independence and objectivity. We invest in our people so that we can bring you the very best talent and skills to meet your needs.

We assign individuals at the appropriate levels of experience, and build long-term engagement teams with staff consistency and continuity at their foundation. Our assurance and advisory teams use top-of-the-line technology to better meet your assurance needs. Computer assisted auditing techniques allow us to both import electronic data from our clients and perform sophisticated analysis. Our conversion to a paperless environment also facilitates a secure and streamlined approach to sharing data and preparing work schedules.