Design & Engineering Firms
Project profitability analysis, utilization tracking, backlog management, and the financial leadership that helps AEC firms grow sustainably.
Schedule a Discovery CallDesign and engineering firms sell time, which makes utilization the most important financial metric in the business. But most firms don't track it rigorously, and fewer still connect utilization rates to project profitability, staffing decisions, and capacity planning in a meaningful way.
Project-based revenue recognition, work-in-progress tracking, and the transition from backlog to recognized revenue create accounting complexity that general bookkeepers aren't equipped to handle.
A fractional CFO from Pyek Financial provides the same caliber of financial leadership that larger design and engineering firms have in-house — tailored for companies in the $2M–$50M revenue range who need senior financial expertise without the full-time cost.
Our fractional CFO services are tailored to the specific financial dynamics of your industry. We provide monthly financial reporting, cash flow forecasting, annual budgeting, KPI framework development, bank and lender relationship management, and the strategic financial thinking that drives better decisions.
Every engagement starts with an assessment of your current financial infrastructure, followed by a clear plan to build the reporting and processes you need. We work alongside your existing team or independently, depending on what makes sense for your business.
The design and engineering firms that come to Pyek Financial typically face one or more of these challenges:
If any of these sound familiar, a fractional CFO engagement can typically resolve them within the first 60–90 days while establishing the financial infrastructure to prevent them from recurring.
Design & Engineering Firms face unique financial complexity that most bookkeepers and generalist accountants aren't equipped to handle. A fractional CFO provides senior-level financial expertise at 20-30% of the cost of a full-time hire, delivering strategic guidance, financial reporting, and the infrastructure needed to support growth.
Companies with $2M-$50M in annual revenue are the ideal fit. At this stage, the business has enough complexity to benefit from strategic financial guidance but typically cannot justify the $250K+ cost of a full-time CFO.
Most engagements show measurable impact within 30-60 days. The first month focuses on financial assessment, quick wins, and establishing baseline reporting. By month two, strategic initiatives and improved reporting are underway.
Our Services
Ongoing strategic financial leadership tailored to the needs of design and engineering firms.
Learn moreIndustry-appropriate bookkeeping, monthly close, and financial reporting for design and engineering firms.
Learn moreBuy-side and sell-side M&A support — valuation, due diligence, and deal structuring for design and engineering firms.
Learn moreProject-based work — accounting system implementation, financial cleanup, and process buildout.
Learn moreSchedule a discovery call and we'll discuss how a fractional CFO can help your business improve financial visibility, manage cash flow, and grow with confidence.
Schedule a Discovery Call