Luke Nelson CFO, LLC

What Luke Nelson CFO, LLC does

Luke Nelson CFO, LLC is a private fractional CFO practice founded in 2022 and headquartered in Kansas City, Missouri, that delivers part-time financial leadership exclusively to construction contractors across the United States. The company is operated as a sole proprietor model by Luke Nelson, who brings over a decade of construction finance experience spanning controller and CFO roles at multiple construction companies, with particular depth in WIP (Work-in-Progress) reviews, job costing, and project-based accounting.

The service portfolio is structured as four modularized engagement packages: "Dive Into the Numbers" (monthly close, WIP reviews, KPI monitoring, and financial statement analysis), "Look Into the Future" (budgeting, cash flow projections, internal controls, and high-level financial strategy), "Grow Your Company" (ERP selection and implementation across Acumatica, Procore, Foundation, Sage 300, Spectrum, QuickBooks Desktop, and QuickBooks Online, plus accounting staff recruiting), and "À la Carte" (CPA selection, insurance and bonding relations, tax and audit support, and team cohesion). All engagements begin with a complimentary consultation, and services are delivered remotely to clients ranging from small contractors to large enterprises, including growth-stage, M&A-active, and turnaround situations.

The business model is professional services revenue on a project or retainer basis, with no publicly disclosed pricing. The go-to-market is sales-led and direct, driven by the company website, Calendly scheduling, phone, and email, with no paid advertising or content marketing programs identified. There is no proprietary technology platform; the underlying stack is standard Squarespace for digital presence and Calendly for scheduling, with delivery executed entirely by Luke Nelson personally. The company is a member of the Construction Financial Management Association (CFMA) and serves clients nationally despite operating from a single personal office location.

Name

Luke Nelson CFO, LLC

Legal name

Luke Nelson CFO, LLC

Website

https://lukenelsoncfo.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Luke Nelson CFO, LLC is a Kansas City-based fractional CFO practice providing part-time financial leadership—including monthly close, WIP reviews, budgeting, cash flow forecasting, and ERP implementation—to construction contractors of all sizes across the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Kansas City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Fractional CFO Services: Professional services revenue model providing part-time CFO services to construction companies. Engagements begin with complimentary consultation followed by scoped work across financial close, WIP reviews, KPI monitoring, budgeting, cash flow projections, ERP implementation, internal controls, and financial strategy. Revenue is generated through project-based or retainer engagements with construction clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Luke Nelson CFO, LLC provides part-time (fractional) CFO and senior financial leadership services to construction contractors across the United States. Engagements cover monthly financial close, in-depth WIP reviews, KPI monitoring, financial statement analysis, budgeting, cash flow projections, internal control documentation, high-level financial strategy, ERP selection and implementation, accounting staff recruiting support, and ad-hoc consulting on CPA selection, bonding/insurance relations, and tax/audit matters. All engagements begin with a complimentary consultation.

Product overview

Luke Nelson CFO, LLC is a fractional CFO service providing part-time financial leadership expertise to construction organizations. The offering consists of four interconnected service modules: 'Dive Into the Numbers' (financial analysis and reporting), 'Look Into the Future' (strategic planning and projections), 'Grow Your Company' (ERP implementation and staffing support), and 'À la Carte' (specialized consulting services). All engagements begin with a complimentary consultation session.

Differentiator

Problem solved

Functional benefit

Products and services

• Dive Into the Numbers Financial analysis and reporting service for construction companies that drives the monthly close schedule to ensure accurate and timely financials, performs in-depth WIP (Work in Progress) reviews, monitors key performance indicators (KPIs), and conducts financial statement analysis. Designed for construction contractors needing CFO-level financial visibility without a full-time hire.
• Look Into the Future Strategic financial planning service for construction companies that delivers budgeting, cash flow projections, internal control documentation and processes, and high-level financial strategy. Built for contractors needing forward-looking financial planning and governance.
• Grow Your Company Growth enablement service for construction companies that covers ERP selection and implementation (with experience in Acumatica, Procore, Foundation, Sage 300, Spectrum, QuickBooks Desktop, and QuickBooks Online), training company personnel on financial principles, and interviewing and selecting future accounting staff. Aimed at contractors seeking to scale financial operations and infrastructure.
• À la Carte Ad-hoc financial consulting service for construction companies that provides CPA selection, management of insurance, bonding, and banking relations, assistance with tax and audit matters, and team cohesion initiatives. Designed for contractors needing targeted, project-based advisory support.

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• CFMA (Construction Financial Management Association)minorOthersProfessional association membership providing access to network of mentors and peers in the construction finance industry. Not a commercial partnership but a professional affiliation.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Market position

Competitive moat2 records

Customer concentration

• LinkedInlinkedin.com/company/luke-nelson-cfo-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Luke Nelson CFO, LLC