From monthly books to fractional CFO — then finance back in-house

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Client

A Finer Touch Construction (AFT)

Contact

Brad Leavitt, President

Stack

QuickBooks Online · Buildertrend

Timeline

Started late 2024 / early 2025. Fractional CFO roughly fall 2025 into early 2026. Finance role brought back in-house.

Client context

A Finer Touch Construction (often shortened to AFT) is a custom home builder in Arizona’s East Valley. Brad Leavitt, President, engaged Blackline Financial (then operating as Sonoran Business Advisors) for construction bookkeeping and later fractional CFO support.

Situation

As the company grew, Brad needed clearer financials, stronger processes, and someone who could step in as fractional CFO without hiring a full-time seat yet — then build enough foundation to run that role in-house.

What Blackline did

• Started working together late 2024 / early 2025
• Fractional CFO roughly fall 2025 into early 2026
• Kept the books in QuickBooks Online
• Buildertrend is part of the operating stack

Work covered monthly construction books and reporting, then fractional CFO and advisory support so leadership had clearer numbers and a stronger finance rhythm. The engagement predates Blackline’s current package names. See Foundation, Frame, and Blueprint, or start with a DIG Diagnostic, if you want the shape of an engagement today. Fractional CFO for construction is the ongoing advisory seat.

Outcomes

• Clarity in the financials and stronger processes
• A stronger financial foundation
• Confidence to bring the fractional CFO role back in-house
• Brad would recommend Blackline to other owners building long-term control of their financials

The outcome is capability, not dependency: the finance role came back inside the company.

In Brad’s words

Bringing Jared Westergard on as our fractional CFO was one of the best decisions we made for A Finer Touch Construction. As a growing company, we needed someone who could step in, bring clarity to our financials, strengthen our processes, and help us get everything back on track. Jared provided the expertise, accountability, and strategic guidance we needed without the commitment of a full-time CFO. He helped us build a stronger financial foundation and gave us the confidence to eventually bring that role back in-house. I'm grateful for the impact he made on our business and would highly recommend him to any business owner looking to take control of their financials and position their company for long-term success.

— Brad Leavitt, President, A Finer Touch Construction