A Proven 4-Phase System that brings structure, clarity, and insight
to you finances - so you can build a more profitable business.
The Contractor Financial Blueprint gives you the structure, clarity, and insight you need to understand your numbers and build a more profitable business.
Foundation
Build the Right StructureWe build the right financial structure and clean up your books.•Custom Chart of accounts•Jobs and cost tracking•Direct costs vs. overhead
The Contractor Financial Blueprint is a proven 4-phase system that helps residential contractors build a solid financial foundation, gain clarity, and make more profitable decisions
Foundation
Build the Right StructureWe build the right financial structure and clean up your books.•Custom Chart of accounts•Jobs and cost tracking•Direct costs vs. overhead
Clean Up and Get AccurateFix past issues and establish reliable, up-to-date financial information.•Clean up and categorize transactions•Reconcile all accounts•Reliable account balances
Control
Use Your Numbers to Make Better DecisionsGet the reports and insights you need to run a stronger, more profitable business•Clear financial reports•Gross margin and job profitability•Cash flow and key performance indicators•Practical guidance and support
Align
Connect Your Numbers to Your BusinessMake sure your financials reflect how your business actually operates•Accurate job costing•Estimate vs. actual•Labor, materials, subs, and change orders