The instruments we run inside client engagements.
Five interactive instruments, plus the templates we hand every client. Open, no gate. Everything runs in your browser — no data leaves this page.
Run the numbers on your business. Right now.
Five instruments. Switch between them with the tabs. Everything recalculates as you type, runs in your browser, and stays on your screen.
Tell us how you run your books.
Takes 30 seconds. Everything runs in your browser — no data leaves this page.
Here's what's probably leaking out.
- Missing job costing$33,000/yr
- No WIP schedule$27,000/yr
- Mixed bank accounts$13,500/yr
- Unbilled change orders$39,000/yr
Numbers are a directional estimate based on patterns we see in ~200 contractor engagements. Actual leak varies with project mix, team size, and software.
Have us pressure-test these numbersThe templates we hand every new client.
Profit Leak Calculator
Answer 6 questions about how you run your books. We'll estimate how much cash is leaking from your jobs — in under 3 minutes. Runs in your browser.
Run the calculatorWIP Schedule Template
Professional WIP schedule with working percentage-of-completion formulas, green/red over/underbilling flags, a bank-package prep checklist, and totals row — the exact format we ship our clients.
Download Excel (.xlsx)13-Week Cash Flow Template
Rolling 13-week forecast with a KPI dashboard, auto-calculating ending cash, red highlighting on negative weeks, a contractor benchmarks tab, and a weekly rhythm guide.
Download Excel (.xlsx)NAHB Chart of Accounts Starter
90+ account NAHB-style chart of accounts with direct vs indirect cost classification, job-costing sub-accounts, and a step-by-step QBO/Xero import guide. Live construction overhead structure, not generic.
Download Excel (.xlsx)Bank Draw Package Template
The exact format your lender already trusts — cover sheet, schedule of values, lien waiver log, inspection checklist, and builder certification. Hit print, save as PDF.
Open printable templateChange Order Tracker
Dropdown-driven change order log with a live dashboard (open COs, approved-but-not-billed, blended margin), color-coded status, and the 5 CO rules we live by. Monday-morning-ready.
Download Excel (.xlsx)
You'll meet with
Cory Salisbury
Want us to build it for you instead?
Request a 30-minute Financial Systems Review. We'll show you what working with us looks like for your business.
What we'll cover
- A 10-minute look at where your numbers are today.
- 3 specific profit leaks I'd chase first for a business your size.
- Whether we're a fit — honest yes or no, no pressure either way.
Pick a date
Weekdays, 11:00 AM – 2:00 PM MT