
In this episode of Finance at the Jobsite, host Rishi Srivastava sits down with Melissa Dick, co-founder of Atlas CFO and former mechanical contractor CFO, to explore what it really takes to build accurate financials and systems that drive confident decision-making.
Melissa shares her journey from public accounting to running a mechanical contracting business — and the unique perspective that shaped her framework for strong financial management. Together, they break down:
✅ Why many contractors focus too much on taxes instead of visibility
✅ The 4-step framework for getting from transactions to strategy
✅ How to build reliable WIP reports that actually match reality
✅ The balance between timeliness and accuracy in accounting
✅ The critical role of technology, training, and process discipline
✅ Practical advice for contractors struggling with reconciliations
If you’ve ever wondered how to connect the back office with the field — and turn your accounting into a true decision-making tool — this conversation is for you.
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