CONTROLQORE SETUP FOR CONTRACTORS.
ControlQore is a job costing and WIP platform purpose-built for contractors, more affordable and more AI-infused than legacy construction accounting tools. It's included with Strategic Financial, SPM sets it up, migrates your data, and manages it every month at no added cost. It never appears as a separate line item on your bill.
Most job costing software was built for general contractors managing dozens of subs, then adapted downward for subcontractors as an afterthought. ControlQore was built the other direction, for commercial subcontractors first, with WIP reporting, cost code structure, and job profitability tracking designed around how a $1M to $12M subcontractor actually works. SPM handles the entire setup, chart of accounts alignment, historical data migration, cost code structure, and WIP configuration, as part of Strategic Financial. There's no separate ControlQore invoice, no training course, and no implementation project you have to manage yourself.
THE PLATFORM, IN PLAIN LANGUAGE.
ControlQore is job costing and WIP software built specifically for commercial subcontractors. It tracks cost by job and cost code, generates the WIP schedule automatically from that cost data, and surfaces job profitability in real time instead of only at month-end close.
It's included with Strategic Financial, SPM's most complete service tier. Core Financial and Executive Financial clients get full job costing and WIP reporting through SPM's standard bookkeeping and controllership process without ControlQore; Strategic Financial adds the software layer on top, set up and managed for you.
THE IMPLEMENTATION, STEP BY STEP.
Setup starts with aligning your chart of accounts and cost code structure to your actual estimating format, so job costs map cleanly to the numbers your estimators already use to bid work. From there, historical financial data gets migrated in, typically back to the start of your last taxable year, so the WIP schedule has real history to work from on day one.
SPM configures the WIP calculation logic, connects it to your existing accounting records, and runs the first full job costing cycle internally before you ever see the output, so what you get is a working system, not a blank template you have to populate yourself.
WHAT MATTERS MOST.
WHERE IT GOES WRONG.
Common belief: "We'll have to learn a whole new software system."
What's actually true: SPM manages ControlQore for you as part of the engagement. You see the reports and the WIP schedule; you don't have to run the software yourself.
Common belief: "This is going to be an extra monthly bill on top of our CFO fee."
What's actually true: ControlQore is included in Strategic Financial at no added cost. It never shows up as a separate line item, that's a hard rule on every SPM invoice.
Common belief: "Setup will take months and disrupt our current process."
What's actually true: Setup runs inside SPM's standard 60-day onboarding window, alongside the rest of the engagement, not as a separate, longer software project.