Building a monthly close and WIP rhythm

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Client

KLD Construction

Contact

Katie Dunn, Owner

Where

Yuma, AZ

Stack

QuickBooks Online + Adaptive

Since

Monthly close and fractional CFO support since spring / late May 2026

Client context

KLD Construction is a construction company based in Yuma, Arizona. Katie Dunn, Owner, works with Blackline Financial on monthly close and fractional CFO support.

Situation

An active construction client building a steadier monthly close, job-level WIP visibility, and a CFO conversation cadence — without waiting for year-end surprises.

What Blackline did

• Monthly close and fractional CFO support with Jared Westergard, since spring / late May 2026
• Books kept in QuickBooks Online
• Adaptive in the operating stack, so projects flow from QuickBooks Online into Adaptive for reporting and WIP work
• Building monthly WIP visibility across active jobs

Adaptive is how the books run today. It is the operating stack, not a separate outcome. Package shape for a new engagement lives on Foundation, Frame, and Blueprint. Every new client starts with a DIG Diagnostic. The fractional CFO seat is described on fractional CFO for construction. A month-end close and a current WIP schedule are the rhythm this work is building.

Outcomes

• Clearer monthly close rhythm
• WIP visibility in progress across jobs
• Ongoing fractional CFO support for planning conversations

The work is ongoing. The public story stays with that rhythm: a steadier close, WIP visibility in progress, and CFO support the owner can lean on.

In Katie’s words

“Blackline has helped us get a steadier monthly close and a clearer view of our jobs. Having CFO support we can lean on makes a real difference when we’re running the business day to day.”

— Katie Dunn, KLD Construction