Stop Leaving Your Capital Trapped on the Job Site.

We deploy Big-Four financial rigor to find the hidden cash in your operations, protect your margins, and fund your growth. Built exclusively for construction and trade firms scaling past $2M.

Get the Trapped Cash Checklist Book a Discovery Call

$100B+

Institutional Risk Remediation

$400K+

Retainage Liquidity Recovered

25+

Years Strategic Stewardship

Who We Serve

Financial Armor For Builders

This advisory practice was built for one specific kind of leader. You are growing fast, but your financial intelligence isn't keeping pace with your volume.

The Scaling General Contractor

You have crews flat-out on the site, but cash flow is inexplicably tight. You need to know your true cash velocity per crew-hour to make better bidding decisions.

The Specialty Trade Founder

You are battling retainage locks, delayed vendor terms, and working capital leaks. You need forensic oversight to unlock trapped liquidity and safely fund your growth.

Strategic Stewardship

Our Service Framework

01

The Financial Fog Diagnostic

The Pain: You are building constant volume, but your cash flow is inexplicably tight, retainage is locked up, and your standard financial statements don't match reality.
The Relief: A deep forensic dive into your cash conversion cycle. We audit contract integrity, verify WIP accuracy, and map out exactly where your capital is leaking so you can reclaim it.

Capital Integrity Sprint
Fixed Fee Engagement
02

Throughput Velocity Architecture

The Pain: Your crews are flat-out, but you have no idea which home layouts are actually making money and which ones are burning your limited labor capacity.
The Relief: We engineer your proprietary CFO microscope. By re-mapping your general ledger to daily field hours, we isolate true cash velocity, giving you a live leaderboard for pricing decisions.

Fractional CFO
Strategic Retainer
03

The Corporate Fortress Shield

The Pain: As your building enterprise scales, your exposure to internal control failures, payroll burden errors, or audit vulnerabilities grows exponentially.
The Relief: Institutional, Big-Four caliber forensic oversight. We construct airtight internal controls and validate compliance so your legacy is fully defended and you can sleep at night.

Forensic Oversight
Project Based

Evidence of Impact

Proven Outcomes

Commercial & Residential Trades

$400k Cash Recovery

Identified regulatory retainage variances and optimized DSO, reclaiming $400,000 in immediate liquidity and reducing the construction cash cycle by 19 days.

Large Institutions

$100B Risk Remediation

Remediated credit risk models for $200B+ portfolio; deployed institutional financial rigor to mitigate systemic corporate financial exposure.

Capital Markets

M&A Infrastructure Readiness

Facilitated over $250M in successful corporate transactions by securing internal financial systems and Quality of Earnings (QofE) integrity.

Executive Leadership

The Principals

Our practice merges Big-Four audit pedigree with decades of executive leadership in institutional finance. After managing risk and strategy at the highest corporate levels, we watched a frustrating pattern repeat: mid-market construction founders building incredible top-line revenue, but suffering from massive financial blind spots. We built Castle Axiom to bring that institutional-grade financial defense to the scaling builder.

Michael Castle

Michael Castle

Principal & Strategic CFO
Lean Six Sigma Black Belt

Sherri Castle

Sherri Castle, CPA

Principal & Senior Forensic Advisor
Big-Four Audit Veteran