AEC AI and Tech Strategy Podcast Financial Strategies for AEC Firms to Improve Profitability – Ep 097
Dec 9, 2025
In this conversation, Jason Kruger, a finance expert and partner at Citrin Cooperman, delves into financial strategies tailored for AEC firms. He identifies common accounting pitfalls, emphasizing the need for robust project-level reporting and enhanced cash visibility. Jason discusses the transformative power of technology in accounting, advocating for integrated systems that boost profitability. He also outlines the benefits of outsourced financial services and offers critical insights on preventing fraud while building resilient financial systems for sustainable growth.
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Episode notes
From Startup To Acquisition
- Jason built Signature Analytics to support small and mid-market companies lacking finance sophistication.
- He grew it to ~75 employees and sold it to Citrin Cooperman in November 2024.
Visibility Transforms Finance Into A Value Driver
- Lack of project-level visibility forces firms to run on gut feel instead of data.
- Real-time reporting turns finance from a cost center into a value driver that informs decisions to improve margins.
Use Fractional Finance Leadership
- Outsource fractional CFO/controller roles to get senior expertise only for the hours you need.
- Match cost to value by buying scalable, flexible financial leadership instead of full-time hires.