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Who we help · Welding & Fab · CFO services

A fractional CFO who prices the steel you haven't cut yet.

A fabrication quote is a bet that steel will cost the same in six weeks as it does today, and lately that bet loses. Our fractional CFO work gives fab shops the disciplines that keep quoted margin real: material priced and protected at the quote, a per-call rate the rig truck actually earns, and backlog read in shop-hours against the cash those jobs will bring.

Welder fabricating a steel assembly

Hold the price between quote and cut

The dangerous stretch in fabrication is the window between pricing the steel and buying it: a quote priced off today's plate list, accepted three weeks later, cut three weeks after that, can hand the entire margin to the supplier. The fix is not forecasting the market; it is deciding, job by job, who carries the movement. Our Fractional CFO work sets that rule into the quoting process and checks monthly that it held.

ToolWhat it doesWhat it costs
Validity window on every quoteCaps how long the quoted price can driftRequotes, and the discipline to enforce them
Buy the material at awardLocks the cost the day the job is wonCash and rack space ahead of the schedule
Escalation clause tied to the supplier's listPasses movement through on long jobsA harder negotiation, and paperwork at billing
Supplier price hold on quoted tonnageShifts the window's risk to the vendorHolds usually run shorter than your lead time, so the quote validity must match

Which tool fits depends on job size and lead time: a two-week bracket order needs nothing but a validity date, while a structural package delivering over months earns the escalation conversation.

The rig's day has a floor price

Per-call pricing for the mobile rig starts with a number most owners have never computed: what one truck day costs all-in, counting the loan payment, insurance, fuel, consumable restock, the welder's loaded wage and the machine's own wear. That figure is the floor under every minimum call-out, and travel time gets priced explicitly on top rather than absorbed. Below the floor, a busy month is just an expensive one.

We build the floor from your own books, then shape the rate card around it: minimum call-outs that make short jobs worth rolling for, day rates for shutdown and plant work, and a consumables loading that tracks what field work actually burns. Hourly billing survives only where the customer controls the day; everywhere else, per-call pricing protects the margin the hourly rate leaks.

Backlog in hours, cash in weeks

Dollar backlog flatters a fab shop; hours tell the truth. We keep booked work translated into shop-hours against weekly capacity, so you can see whether the next eight weeks are actually full, and we close the loop by comparing quoted hours to actual hours on every finished job, which is the cheapest estimating course a shop can take. Repair work then gets used deliberately as the capacity filler it is, with the margin split coming straight from the job-costed books.

Quote win rate belongs on the same page, split by work type. Winning nearly everything usually means the shop rate is too low, and losing everything structural while sweeping up small brackets says the shop is competing in the wrong lane; either way the number redirects estimating effort toward the work that pays. A quote log takes minutes a week to keep and settles arguments no gut feeling can.

Cash gets the same horizon: a rolling 13-week view with progress billings, holdback release dates, equipment loan payments and remittances on it, so a healthy backlog never disguises a thin June. Fabrication cash arrives in steps the calendar already knows about, which means a crunch is almost always visible weeks out, if anyone is looking.

Bigger iron and bonded work

The crane question is a utilization question before it is a financing one: rented lifts and subcontracted mobile cranes should keep losing to ownership on booked hours before the shop signs for the asset, and we run that break-even from real job data rather than the dealer's brochure. When the numbers do say buy, Business Financing Advisory puts the case in the lender's own language, which is ground Walla Assaf worked from the banking side.

Structural and institutional contracts eventually ask for a surety, and sureties read financial statements before they write bonds. Compilation and review engagements produce statements a bonding program will accept, prepared from the same file the weekly numbers already run on, so prequalification is a request rather than a project.

A few hours a month, not a hire

This is structured, senior attention on a set rhythm: the steel rule checked, the rate card current, backlog and cash reviewed with you, and the next capex decision run on evidence. We do this for fabrication shops across Mississauga and the GTA, with the scope and fee quoted in writing after a free 15-minute discovery call.

Common questions

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How do we stop steel price jumps from eating quoted margin?

Decide who carries the movement on every job: a validity date on small work, material bought at award or a supplier price hold on mid-size jobs, and an escalation clause on long contracts. We set the rules by job size and check monthly that they held.

What should a mobile welding call actually cost?

Start from the truck day all-in: loan, insurance, fuel, consumables, the welder's loaded wage and machine wear. That floor sets the minimum call-out, travel gets priced on top, and market rates only matter above that line.

Do we need special statements to get bonded?

Sureties generally want CPA-prepared statements, and the level depends on the program and bond size. We prepare compilation or review engagements from your existing file and support the prequalification.

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Job-costed books that feed the steel rule and the rate card.

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Cash tied up in containers, margin by line and the credit line.

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Quoted margin, delivered margin

A free 15-minute discovery call, no commitment. Walla replies within two business days, either way.

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