Financial Management & Cash Flow for Construction in Brisbane & QLD

Start Here If You Want Control Before Cash Gets Tight

If two or more of these are happening, cash pressure is already building. The value is getting visibility early enough to choose the response.

Facility headroom is tightening

You need warning weeks before the bank or cash position forces decisions.

WIP is rising faster than billing

You need to see what is converting to cash, what is stuck, and why.

Retentions are building across jobs

You need exposure and likely release timing tracked across the portfolio.

Claims are slipping or paying late

Your forecast must reflect payment behaviour, not the contract schedule.

Who this is for (and who it isn’t)

This is for you if

  • You run multiple jobs and cash tightens when approvals slow or overlaps increase.
  • You want a forecast you can run weekly, not a spreadsheet that gets ignored.
  • You need working capital control: claims discipline, WIP conversion, retentions, and collections.
  • You want funding and covenants mapped to project reality, so flexibility is protected.

This is not for you if

  • You only want bookkeeping, BAS, or historical reporting.
  • You’re looking for a quick template without changing how claims and cash are managed.
  • You want insolvency or formal restructuring advice under the Small Business Restructuring regime.
  • You need a lender decision today and there is no time to do the underlying work properly.

The Strategy Session confirms fit and defines the work. If we proceed, the engagement focuses on getting visibility early, tightening controls, and protecting headroom.

Typical brief “We’re busy, but we’re tighter every month.” This work makes the cash path clear and puts controls around it.

What You Walk Away With

This is built so a director can run it weekly. You leave with clarity, control points, and a cadence you can keep.

Cash forecast built around your claim cycle Rolling view of expected receipts, retentions, and facility headroom.
Headroom map and decision points Clear trigger points for action, defined before urgency arrives.
Claim-to-cash controls Controls for claims discipline, approvals, collections cadence, and WIP conversion.
Retention exposure view What is tied up, when it should release, and where it is likely to slip.
Funding constraint summary How facilities and covenants interact with your project mix, plus where flexibility is being lost.
Weekly control rhythm A practical review cadence: what to check, what to escalate, what to tighten.
What happens after the Strategy Session If we proceed, we do the work: build the forecast, map headroom, tighten controls, and set the weekly rhythm. The Strategy Session is just the start.

What We Look At

Most cash issues come from a small set of repeatable drivers. This work focuses on the drivers that move liquidity in real construction businesses.

Cash flow risk

Cash pressure usually comes from the gap between doing the work and getting paid for it. That gap grows when approvals slow, retentions build, and WIP doesn’t convert on time.

  • WIP building ahead of billing
  • Retentions delaying real cash
  • Certification delays and claim drift
  • Variations approved late or partly assessed

Working capital control

Working capital control is where choices come from. Tight claims, clean collections, visible retentions, and a weekly rhythm stops the drift.

Cash flow forecasting

Forecasting needs to follow your claim cycle and payment reality. The output must be usable, not theoretical.

Debt and funding alignment

Funding needs to fit the job mix and the cash cycle. A facility that worked last year can become restrictive fast when projects overlap or approvals slow down.

  • Facility structure and headroom
  • Covenant and reporting triggers
  • Constraints mapped against forecast periods

Finance agreement review

This usually means bank facility letters, loan agreements, security documents (including General Security Agreements), director guarantees, plus covenants, cross-defaults, and acceleration triggers.

Profitability and efficiency

Cash tightens faster when recoveries slip and costs are committed early. We look at where margins compress and where the job becomes cash heavy.

Want the forecasting page? If you’re deciding whether forecasting alone is the first step, view the Cash Flow Forecasting service page.

Scope Clarification

These services provide business advisory support focused on cash visibility, working capital control and financial structure.

They do not include financial product advice. They do not include insolvency advice or formal restructuring advice under the Small Business Restructuring regime.

Next Step

Start with the Strategy Session. If there’s a fit, we scope and deliver the work after that.

Strategy Session – $550 (plus GST) (1 hour) Call (07) 3063 3373 or book directly.