Advising Through Uncertainty: Guiding Construction Clients in Volatile Times

Advising through uncertainty in construction—that’s the focus of this conversation with Deb Defer, Director of CAS Consulting at Woodard. Deb shares the playbook she’s refined across decades in and around construction: from defining CAS the right way, to month-end rhythms that keep owners confident, to the specific numbers that actually move the needle on jobs and margins.

We cover early-warning signs (like AP overtaking AR), why consistent WIP methodology matters, and how to simplify job costing so field teams actually participate. Deb also explains how to design a tech stack the crew will use, why forecasting reduces stress, and how advisors prevent burnout with clear expectations and communication.

Whether you’re a trade contractor or an accounting pro serving construction, this episode gives you practical tools to stay proactive—and profitable—when conditions get noisy.

Key takeaways

• CAS = pre-accounting, controllership, FP&A; deliver value at each tier.

• If AP > AR, act fast—cash pressure is already here.

• Forecast scenarios (2 jobs vs. 5 jobs) to plan hiring, equipment, and cash.

• Pick a WIP method (e.g., % complete) and keep it consistent.

• Watch gross margin by job; allocate overhead to see true profitability.

• Use mobile capture/time tracking so job costs stay real-time.

• Set expectations (e.g., close by the 5th–10th), communicate early, and stay human.