Salisbury Bookkeeping's 4-Phase Financial Blueprint gives construction companies complete financial visibility in 90 days through NAHB chart of accounts setup, QuickBooks Online integration with field management software, monthly job cost reporting, WIP schedules, and 13-week cash flow forecasting — built for general contractors, specialty trades, builders, and remodelers nationwide.
The 4-Phase System That Takes Contractors From "I Think We're Profitable" to "I Know Exactly Which Jobs Print Cash"
Most contractors guess at their finances. Our system gives you complete visibility into every job, every dollar, every week — so you make decisions on facts, not feelings.
Before vs. After Our System
Here's what changes when you have a real financial system built for construction.
Before (Flying Blind)
- Finish a job, hope you made money
- Change orders approved but never billed
- P&L shows profit, bank account is empty
- Reports are weeks out of date
- No idea if you can afford that new truck
- "Where did all the money go?"
Stressful, uncertain, exhausting.
After (Complete Clarity)
- Know profit margins while you're still building
- Every change order tracked and invoiced
- Cash flow forecast 13 weeks out
- Real-time dashboard you can trust
- Make equipment decisions with confidence
- "I know exactly where every dollar went"
Calm, confident, in control.
82% of contractors can't identify their most profitable jobs. This system fixes that — usually within 60 days.
How Does Your QuickBooks Stack Up?
Tap through 5 categories and see how your Chart of Accounts compares to the NAHB construction standard. Takes about 2 minutes.
How We Get You There
Four phases, 90 days to complete clarity. Here's what happens at each step.
Clean Up the Mess
Days 1–30: Fix what's broken
We restructure your chart of accounts to match NAHB standards — the way the construction industry measures financial performance. We verify that your bank accounts, loans, and retainage balances are actually correct.
Connect Your Tools
Days 15–45: Sync field to office
We connect your project management software — Buildertrend, Procore, Knowify, or CoConstruct — to QuickBooks Online. Every receipt, PO, and invoice lands in the right place automatically. No more double entry.
Build the Rhythm
Ongoing: Keep it clean forever
We take over the heavy lifting. Monthly WIP adjustments. Weekly job cost reviews. Bank reconciliation closed by the 15th. Your books stay clean every single month — no more catching up at tax time.
See the Future
Day 60+: Make smarter decisions
13-week cash flow forecasting tells you if you can afford that hire or equipment purchase. Quarterly reviews show which job types make the most money. Custom dashboards let you see everything at a glance.
What Contractors Typically See
Real results from our client engagements — not projections.
(first 60 days avg)
(AR improvement)
(typical first year)
(full case study)
Want to See What We'd Find in Your Books?
Our free assessment typically uncovers $10K–$50K in missed revenue. Takes 30 minutes, no obligation.
Schedule Your Free AssessmentWhat's Included
Everything you need to finally understand your numbers — delivered by a team that only works with contractors.
Job Costing by Phase
See exactly what you're spending on every job — labor, materials, subs, equipment — broken down by phase. Know margins before the job ends.
13-Week Cash Flow Forecast
Know exactly what your bank account will look like in 2 months. See payroll, material draws, and retainage payouts before they hit.
WIP Schedules (Work-in-Progress)
Track overbilling and underbilling on every project. Banks and bonding companies require this for surety bonding.
Software Integration
Buildertrend, Procore, CoConstruct, Knowify — all synced to QuickBooks automatically. Budgets, change orders, POs flow without manual work.
Custom Financial Dashboard
One screen showing job profitability, AR aging, unbilled work, and cash position. Open your laptop and know where you stand.
Quarterly Strategy Sessions
We review your numbers together. Which job types are most profitable? Should you adjust pricing? Real strategy, not just reports.
What Contractors Are Saying
"Within 60 days, they found over $8,000 in unbilled change orders we didn't even know about. The system makes it impossible for billable work to slip through."
"Real-time job profitability changed how I bid. Pricing accuracy improved 2% — on a $2M pipeline, that's real money."
"I know my cash position 2 months out now. AR dropped 21 days. I don't chase payments anymore — the system does."
"Found $34,000 in forgotten retainage in Q1. Now we track every dollar held across all our GCs automatically."
"Bank-ready draw reports that get approved in days, not weeks. Cut our carrying costs by knowing exactly where we stand on every spec build."
Common Questions About Our System
Straight answers. No fluff.
Salisbury Bookkeeping — Eagle Mountain, Utah · Serving contractors nationwide · Last updated: March 2026
Ready to See Where Your Money Goes?
Book a free 30-minute assessment. We'll look at your books and tell you exactly where cash is leaking — no obligation, no pressure.
Or call/text: 385-374-9295
Salisbury Bookkeeping — Eagle Mountain, Utah · Serving contractors nationwide