
Not a Bookkeeper.
Not a $150K Controller.
Fractional controller services for contractors in between.
🗹 CPA, EA, CIA
🛠 Specialized in commercial & residential subcontractors
📍 Long Island & NYC Metro Area
The PROFIT Method™
The PROFIT Method™ — a six-step framework that helps contractors clean up their books, track profit by job, and see where every dollar went, before it's too late.
Stop Finding Out Too Late
If you’re discovering job losses after close, your system isn’t working. I fix job costing and financial reporting so you see your numbers in real time.
Start now with a quick check of your contracting business
6 questions. Honest results. No fluff.
If any of this sounds familiar, we should talk:
• You think a job was profitable but you can't actually prove it. WIP, change orders, and retainage are spread across QuickBooks, a spreadsheet, and your project manager's inbox.
• You're growing fast and your books haven't caught up. Job costing is "kind of" set up. Certified payroll is a Friday afternoon scramble.
• You've outgrown a bookkeeper but a full-time controller is $150K+ you don't want to commit to.
• You're applying for bonding or a credit line and your books need to be clean enough to show a surety or a bank — fast.
• You hate month-end. You'd rather be on a job site than reconciling.
• You've been burned by a generalist CPA who didn't understand prevailing wage, AIA G702/G703, or how retainage actually works.
Who I work with
Built for contractors between $500K and $10M in revenue.
Top Services Offered
Fractional Controller Services
The core of my practice. I run your monthly close, deliver job-level P&Ls, manage cash flow forecasting, handle certified payroll review, and sit on monthly calls with you to talk through the numbers like a partner — not a vendor.
Best for: contractors $1M annually + closing multiple jobs per month who need real-time visibility, not just a year-end report.
Engagements: monthly retainer range of $1,500 - $3,500.
Construction-Specific Accounting
Job costing structure built right the first time. AIA billing workflows. Certified payroll for prevailing wage jobs. Subcontractor compliance tracking (W-9s, COIs, 1099s). Retainage receivable and payable schedules. Done in QuickBooks — done correctly.
Best for: contractors who already have a bookkeeper but need additional support from someone who understands construction.
Engagements: bundled into a fractional controller retainer or available as add-on's.
QuickBooks Setup & Cleanup
For contractors whose need some sort of historical bookkeeping reconstruction, I can rebuild the chart of accounts, fix categorization issues, reconcile back-dated periods, and deliver clean financials back to you.
I can also help with software migration and QuickBooks setup.
Best for: contractors who haven't had clean books in 12+ months, or who are switching to a new accounting program.
Engagements: fixed-fee project varies dependent on scope of work. Most cleanups complete in 4–8 weeks.
Tax Services
For contractors needing tax planning and preparation for personal and business tax returns. Tax services only provided to accounting clients and is not provided as a solo service.
Best for: contractors who need tax services.
Engagements: fixed-fee varies depending on complexity.
Controller-level work. Fractional cost.
Most contractors who need a controller can't justify a $150K-$200K hire. So they hobble along with a part-time bookkeeper, a generalist CPA who shows up at year-end, and a knot in their stomach about whether the numbers are right.
I built my practice around a different model. I use modern accounting tools, automation, and AI-assisted workflows to run controller-level engagements at a fraction of full-time cost.
That means you get:
• A licensed CPA reviewing your books, not a bookkeeper learning on the job.
• Monthly job-level reporting you can actually use to bid better.
• Faster month-end — usually 3-5 business days, not 3 weeks.
• Direct access to me, not a junior staff accountant.
• Secure, encrypted file sharing.
• Same deliverables a $200K controller produces. Without the headcount.
"I’ve worked with Lena for several years on both my personal and business taxes. She explains things clearly, answers questions without rushing, and always makes sure everything is done correctly. She’s patient, responsive, and very organized, which gives me peace of mind every tax season. I trust her with my business because she genuinely cares about accuracy and making sure everything is handled the right way. I’d recommend her to any small business owner who wants a reliable CPA they can actually talk to."
- A. Smith
"Lena is our nonprofit's trusted CPA. I am the Executive Director of a national nonprofit and have nothing but the utmost respect for her competency and reliable work our annual Federal filings. She has worked with us for several years now and I appreciate her prompt and kind attention to our needs."
- D. Pohlman




