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Know what your jobs will earn and when cash could get tight. Get the complete toolkit or choose an individual resource. Enter your email to download.

Toolkit

Contractor Financial Control Toolkit

Get all five practical contractor tools plus the Start Here guide in one ZIP. Includes completed examples, editable spreadsheets and fillable checklists.

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Guide

Start Here: Contractor Toolkit Guide

Choose which tool to use first, work through one real business question and identify your next step.

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Checklist

Monthly Close Checklist

A fillable, 17-step contractor close workflow with responsibilities, completion criteria and a decision record.

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1 downloads

Checklist

Contractor Tax Prep Organizer

A fillable organizer covering 21 record categories, missing-item follow-up and a practical equipment-purchase example.

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Template

Job Profitability Workbook

Estimate final job cost and gross margin using actual costs and a current estimate to finish. Track approved and pending change orders separately.

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1 downloads

Spreadsheet

13-Week Cash Forecast

Plan receipts and payments by date, set your cash buffer and see the effect of delayed collections. Includes a fictional example and room for 150 cash events.

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Book

Build Profits, Not Problems: The Essentials of Contractor Accounting

The complete guide to setting up your contractor accounting right. Covers job costing, cash flow management, the PROFIT Method™, and real examples from real contractors. Written for construction business owners who are tired of guessing where the money went.

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Template

Chart of Accounts Setup Kit

Review 43 suggested accounts with examples and common coding mistakes. Map existing accounts before making changes.

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1 downloads

Need more than templates?

Schedule a free 20-minute Contractor Financial Control Review and get personalized guidance.