Compliance isn’t the goal — it’s the starting point.

In this episode of Finance at the Jobsite, I sit down with Lee Klein III, Principal at BDO, to unpack how construction CFOs and owners can move beyond “check-the-box” accounting and use financials as a true strategic weapon.

We cover:

• Why bonding capacity, WIP accuracy, and working capital are credibility signals — not paperwork

• The most common (and costly) mistakes contractors make in audits and financial reporting

• How clean job cost data directly impacts estimating accuracy and future profitability

• Practical tax strategies contractors use to preserve cash flow and defer taxes legally

• Why compliance is the floor, not the ceiling — and how great CFOs bridge the field–office gap

• Where AI, ERP systems, and automation are headed in construction finance

Lee brings a rare perspective from years advising contractors across assurance, tax, bonding, and advisory — with real-world examples of how small financial and operational changes unlock outsized results.

If you’re a construction CFO, controller, owner, or advisor looking to improve margins, bonding strength, and decision-making, this episode is a must-listen.

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