Free tools and templates for builders.
The same working files and quick checks we use inside client engagements, free to use. Built for how construction money actually moves. No login. Pick one and put it to work this week.
How much cash is hiding in your books?
Answer a few questions about your jobs and see an estimate of the money you already earned but have not collected yet. Three minutes, no login.
Show me my numberNeed a WIP schedule the bank will actually trust?
The plug-and-fill Work-in-Progress template underwriters read, so your numbers explain themselves.
Send me the templateWill you have the cash to cover payroll six weeks from now?
A plug-and-fill map of the next 13 weeks of cash in and out, so a crunch never surprises you again.
Send me the mapIs your QuickBooks built for how construction money moves?
A ready-to-import NAHB chart of accounts plus a simple job-costing setup, so your numbers finally tell the truth.
Send me the setupHow much did you already earn but never collect?
A printable checklist that walks you through finding unbilled change orders, aging retainage, and under-billings, this week.
Send me the checklistIs your bookkeeping built for construction, or just built?
Ten quick yes or no questions. Score yourself in two minutes and see the gaps that leak money.
Start the checkDo you actually need a fractional CFO yet?
A short, honest quiz that tells you where you stand and what to fix first, no matter the answer.
Take the quizShe had $34,000 sitting in retainage and did not know it.
The real story of a specialty-trade builder who recovered money she had already earned, and how.
Send me the case studyWant a person to walk your numbers with you?
Book a 30-minute call. We find at least one leak on the call or it was not worth your time.