Free Construction Financial Systems Vault | 7 Guides for Contractors | Salisbury Bookkeeping
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"Profitable on paper. Broke in real life."

7 Free Guides That Fix Construction Financial Systems

The same frameworks we use with contractors paying $2,500–$5,000/month. No webinar. No 47-email sales sequence. Just the playbook — 85+ pages of it.

$28K
Avg. Recovered
21 days
Faster AR
3× ROI
Year One
A quick hello before you dive in — no pitch, just why we built this. — Jenni Salisbury, 45 sec

7 guides delivered to your inbox instantly. No spam.

15-min conversation — not a sales call. Let's talk about your numbers.

No spam No obligation 100% free

Sound familiar?

The stuff that keeps contractors up at 2am

Your P&L says profitable. Your bank account disagrees. Revenue is vanity — cash flow is reality.

Change orders get approved in the field then vanish between your PM and bookkeeper. Money earned, never billed.

Buildertrend says one thing. QuickBooks says another. You're double-entering numbers and neither system is right.

Revenue went up 40%. You should be celebrating. Instead you're more cash-strapped than when you were smaller.

These aren't signs you're bad at business. They're signs you've outgrown your financial systems.

What's Inside

7 guides. Same frameworks we use with $2M+ contractors.

We're giving these away because contractors who understand their numbers make better clients — and because we'd rather help 500 for free than hard-sell 5.

1

The Construction Financial Foundation

NAHB-based chart of accounts that banks and bonding agents actually want to see.

2

The Complete Audit System

The 7-Pillar + 10-Point audit we run on every new client. 15 minutes. Most find five-figure problems.

One contractor found $28K in unbilled change orders
3

QuickBooks + NAHB Mastery

Cost codes, job costing, project tagging — not the generic setup your bookkeeper Googled.

4

Cash Flow & Draw Strategy

13-week rolling forecast. Retainage tracking. Draw optimization.

Average AR reduction: 52 days → 31 days
5

Team Workflows & Systems

Field-to-accounting handoffs without double-entry, lost receipts, or "I'll send that Monday."

6

The Financial Dashboard Blueprint

One-page dashboard: job profitability, WIP, AR aging, cash position. Updated automatically.

7

The Contractor Success Blueprint

8 habits that separate profitable growth from growth into a cash crisis.

Get the Vault — Free

Real Numbers, Real Contractor

What happened when we opened Zach's books

Zach's company looked profitable on the P&L. Change orders were approved but never invoiced. AR was running 52 days. Job costs were guesswork. We ran our audit, found the leaks, and built the systems.

$28K
Recovered unbilled change orders
21 days
Faster collections
~$45K
Monthly cash improvement
3× ROI
First year return

The audit system Zach used is Guide #2 in the vault. Same checklist. Same framework.

Who This Is For

Built for a very specific contractor.

This is for you if:

  • You're between $500K–$10M in revenue
  • You've outgrown your bookkeeper but can't justify a $150K CFO
  • You use Buildertrend, Procore, CoConstruct, or Knowify
  • You're tired of "profitable on paper, broke in real life"
  • Builder, remodeler, GC, specialty trade, or developer

Probably not for you if:

  • Under $250K and still figuring out operations
  • Not in construction (these systems are industry-specific)
  • Already have a fractional controller handling all of this
  • Looking for tax prep (we work alongside your CPA)

What Actually Changes

Imagine opening your dashboard and it actually makes sense.

Monday morning. Every job's profitability is right there — real-time, not three months late. PM approves a change order; it's queued for invoicing before you finish your coffee. Your bonding agent calls for a WIP schedule — you pull it up in 30 seconds.

Construction Operations Dashboard — real-time job profitability, AR/AP aging, cash flow forecast, WIP variance. Powered by Salisbury Bookkeeping. Sample Client Dashboard

Ready to fix the financial side?

Grab the free vault or book a 15-minute conversation. No pitch — just clarity.

Questions contractors ask us

What's the catch? Why is this free?

No catch. The vault shows you exactly how to fix your financial systems. Some contractors do it themselves. Others realize they'd rather hand it off. Either way, you win. We'd rather earn trust with 85 pages of real help than a flashy sales pitch.

Is this actually useful or just a brochure?

It's the real playbook — same audit checklists, setup frameworks, and cash flow strategies we use with paying clients. We give everything away except the implementation.

I already have a bookkeeper. Still relevant?

Probably more so. Most bookkeepers are great at categorizing expenses. Construction needs job costing, WIP reporting, retainage tracking, and PM-to-QuickBooks integration — that's controller-level work. The vault shows you the difference.

Will I get hammered with sales calls?

A few helpful follow-up emails showing where to start. If you want to talk, we're here. If not, enjoy the guides. We're not going to chase you.

What size company is this for?

$500K–$10M revenue. The "Graduation Gap" — you've outgrown a basic bookkeeper but aren't ready for a $150K/year CFO. These guides are built for that exact stage.

You're already doing the hard part.
Let's get the financial side working as hard as you do.

7 guides. 85+ pages. Built by construction accounting specialists.

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Financial Systems Architects for the Construction Industry

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