How we work, and who you’ll work with
A dedicated CFO from our team, a clear 30-day start, and a monthly rhythm that turns strategy into results.
The discovery call
A 60-minute conversation about your business: where you are, where you want to go, and what’s getting in the way. If we’re the right fit, we’ll scope an engagement around what we learned. If we’re not, we’ll tell you.
The 30-day implementation
01
Two days onsite.
Your Cruzumi CFO comes to your office for a deep dive into cash flow, profit, job costing, WIP, overhead, accounting, and capital structure. We talk with your team, review your systems, and learn how your jobs actually make money.
02
The findings memo.
Within days of the visit, you get a written summary of exactly where your business stands, what needs to be fixed, in what order, and how we’re going to help you fix it.
03
Fix what matters most.
For the rest of the first month, your CFO works on your highest-priority problems, not a generic checklist.
04
Your first CFO report.
At the end of month one, you sit down with your CFO and see your numbers clearly: what’s working, what isn’t, and the plan for next month.
The monthly rhythm
Monthly strategy session
Your CFO report, what’s working, what isn’t, and what to do about it.
Mid-month check-in
Keeping the plan on track between sessions.
Hands-on execution
Your CFO helps put the plan into action.
Calls as needed
For the decisions that can’t wait. Need a conversation with your CFO? Book a call and they show up. No chasing required.
What we do and don’t do
What we do
- Cash flow forecasting, WIP reviews, job costing process design, budgeting, KPIs, and financial strategy
- Help with bonding, lenders, capital decisions, and growth planning
- Work alongside your bookkeeper, controller, and CPA
What we don’t do
- Bookkeeping
- Tax preparation or tax advice
- Audits or reviews
A team of experienced CFOs, focused on construction
Every Cruzumi client is matched with a dedicated CFO from our team, backed by the rest of the firm. They speak the language of WIP, retainage, bonding, and job costing, and they've seen what separates a 3% contractor from a 10% contractor.
CFO
Bill Bauman
With more than 30 years in construction finance, Bill helps owners turn their numbers into confident decisions, from protecting cash to knowing which projects actually make money.
CFO
Kaela Guin
With more than a decade in construction finance, Kaela helps owners see exactly how every job is performing, turning messy books into the job costing, WIP, and cash forecasts that drive real profit.
CFO
Steve Yun
A CPA and former VP of finance, Steve helps owners take control of cash and costs, from 13-week cash forecasts to labor burden rates that make sure every job is priced to make money.
Luke Boyenger
Luke grew up working in the trades in his grandpa’s excavation company, started his financial career as an auditor at Ernst & Young, and spent years in financial leadership roles. He built Cruzumi to give construction and trades companies the kind of financial leadership most of them never get.
Kim Boyenger
Kim has spent decades doing the books for construction companies, learning firsthand how job costing really works and what happens when the data behind it can’t be trusted. Self-taught and hands-on, she brings a practitioner’s understanding of construction accounting to everything Cruzumi does, and she knows that good financial decisions start with reliable numbers.