Founder story
Levesque Financial Services provides CFO-level financial leadership to construction companies. Founded by Brian Levesque, the firm brings discipline, clarity, and practical systems that help owners make confident, data-driven decisions.
After years in construction finance, Brian saw strong companies struggling with unclear job margins, unpredictable cash flow, and disconnected financial systems. Levesque Financial Services was created to solve that gap by improving financial visibility, strengthening job-level performance, and supporting long-term stability.
Built on principles of stewardship and accountability, the firm helps construction businesses become financially sound, well-run, and positioned for sustainable growth.
Fractional CFO & construction finance
What we do
- Fractional CFO and financial leadership
- Construction-specific accounting and reporting
- Cash flow forecasting and control
- Job costing and margin visibility
How we’re different
- Built specifically for construction
- CFO-level insight, not bookkeeping
- Process-driven, not reactive
- Bank and bonding-ready
Technology & efficiency
- Cloud-based financial systems
- Real-time dashboards
- Automated reporting
- Fewer spreadsheets, more visibility
Who we serve
- Construction and trades businesses
- $1M–$15M in revenue
- 5–75 employees
- Owner-led firms
What we fix
- Unpredictable cash flow
- Hidden job losses
- Late or unreliable financials
- Owners flying blind
How we create financial control in construction
Cash flow control
- 8–12 week rolling cash forecasts tied to real billings and payroll
- Visibility into retainage, AR aging, and upcoming disbursements
- Proactive identification of shortfalls before they occur
Job & WIP intelligence
- Live job cost tracking versus budget
- WIP-to-cash bridges that explain why profit does not equal cash
- Early warning on margin erosion
Process & efficiency
- Standardized close and reporting timelines
- Automation of bank feeds, billing, and reporting
- Fewer spreadsheets, fewer surprises
Technology stack
- Cloud accounting with construction add-ons
- Real-time dashboards for owners and lenders
- Data that supports bonding and credit growth
How engagements are structured
- Every client begins with a financial assessment
- Cash flow and job profitability review
- A 90-day financial roadmap to recommend the right tier
Discovery call agenda
- Business overview
- Cash & job profitability
- Current systems & reporting
- Goals and next steps
Next steps
- Schedule a 30-minute discovery call to review cash flow, job margins, and current reporting.
- Complete a brief financial intake so we can prepare an initial assessment.
- We present a 90-day financial roadmap and recommend the right engagement tier.
- Begin implementation and establish a monthly CFO rhythm.
Schedule a discovery call
A 30-minute conversation about your cash flow, job margins, and current reporting.
brianl@levesqueconstructionfinance.com(860) 949-6493