You know money is leaking. You just can't see where.
We'll Find Your Profit Leaks — Free.
We dig into your QuickBooks and project management software, find exactly where money is slipping through, and hand you a written report with specific dollar amounts. No guesswork. No vague advice. Actual numbers.
15-min call with Cory. We'll talk about your numbers — not ours.
7 free guides — same frameworks we use with paying clients.
How It Works
Three steps. Real answers. No runaround.
15-Min Discovery Call
We talk about your business, your systems, and your biggest financial headache. If we're a fit, we schedule the audit.
We Dig Into Your Books
Cory personally reviews your QuickBooks and PM software using our 7-Pillar + 10-Point audit framework. Takes about 2 days. Your data stays under NDA.
Written Report + Strategy Call
You get a detailed report showing every leak with specific dollar amounts, plus a 90-minute call to walk through the findings and your options.
What We Audit
We look at the 6 places construction companies bleed money.
💸 Unbilled Change Orders
Work approved in the field that never made it to an invoice. This is the #1 profit leak — averaging $28K when we find it.
📊 Job Cost Accuracy
Estimates vs. actuals by phase. Are you actually making money on each job, or is overhead eating your margins?
🏦 AR & Collections
How long it takes you to get paid, where invoices are stuck, and whether you're financing your clients' projects with your own cash.
🔗 System Integration
Is data flowing between your PM software and QuickBooks — or are you double-entering everything and trusting neither?
📋 WIP & Retainage
Your work-in-progress schedule and retainage tracking. Critical for bonding capacity and knowing your true financial position.
📉 Cash Flow Patterns
Where cash actually goes, the feast-or-famine cycle, and draw schedule optimization so you stop floating other people's projects.
Sound familiar?
The stuff that makes this audit worth doing
"We're profitable on paper." Your bank account filed a counter-claim. Your P&L doesn't match reality because your systems don't match each other.
"Revenue went up. Cash went down." Growth without financial systems is just a faster way to run out of money. We'll show you exactly why.
"My bonding agent needs a WIP schedule." Your response: "Give me two weeks." Translation: "I need to panic-build this from scratch."
"I know we're losing money somewhere." You can feel it. You just can't prove it — or find it. That's literally what this audit does.
Real Audit, Real Contractor
What we found in Zach's books
Zach's company looked profitable on the P&L. Change orders were getting approved in the field but never invoiced. AR was running 52 days. Job costs were guesswork. We ran the same audit we're offering you. Here's what came out of it:
Zach's annual investment: ~$45K. First-year return: just over 3×. That started with the audit.
Who Qualifies
This audit is built for a very specific contractor.
Good fit if:
- You're between $500K–$10M in revenue
- You use QuickBooks (or should be)
- You use or plan to use Buildertrend, Procore, CoConstruct, or Knowify
- You suspect money is leaking but can't pinpoint where
- Builder, remodeler, GC, specialty trade, or developer
Probably not a fit if:
- Under $250K (the audit is designed for more complex operations)
- Not in construction (our entire framework is industry-specific)
- Already have a fractional controller running your financials
- Looking for tax prep (we work alongside your CPA, not in place of them)
After the Audit
This is what the other side looks like.
Contractors who act on the audit end up here: every job's profitability in real-time, cash flow forecasted weekly, AR aging tracked automatically, WIP schedules ready when bonding agents call. No more midnight spreadsheets.
Sample Client Dashboard
You already know something's off. Let's find it.
15-minute call. No pitch. We'll talk about your numbers and see if the audit makes sense for your situation.
Questions about the audit
Contractors who see exactly where they're losing money become the best clients — because they already understand the problem. The audit is our way of demonstrating what we do instead of talking about it. Some people fix it themselves. Some hire us. Either way, you leave with a report showing real dollar amounts.
Temporary read-only access to your QuickBooks and your project management software (Buildertrend, Procore, CoConstruct, Knowify, etc.). Everything is covered under a strict NDA. We review, we report, we remove our access. Your data stays yours.
The discovery call is 15 minutes. The audit itself takes Cory about 2 days on our end (you're not sitting around waiting). Then we schedule a 90-minute strategy call to walk through everything. Start to finish, usually about a week.
In over a dozen audits, we've never not found something significant. But our guarantee stands: if we don't identify at least $10,000 in recoverable cash or preventable losses, the audit costs you nothing. You keep whatever we find.
The report is real and it's yours regardless. It tells you exactly what's wrong and how to fix it — with or without us. We'll explain how we can help implement the fixes if you're interested, but there's zero pressure. Most of our clients came to us after trying to DIY it first.
Absolutely — and that's actually the most common scenario. Most bookkeepers are great at general accounting. The audit looks at construction-specific systems: job costing accuracy, change order capture, WIP schedules, PM-to-QuickBooks data flow. It's controller-level analysis, not a second opinion on your categorizations.
You're leaving money on the table.
Let's find out how much.
Free audit. Written report with dollar amounts. $10K guarantee. No obligation to do anything with it except get smarter about your numbers.