Free Tools for Smarter Contractors
9 interactive tools that diagnose profit leaks, score your financial health, forecast cash flow, and recommend the right tech stack — built specifically for construction companies doing $500K–$10M.
Find What's Leaking
These tools uncover the hidden costs, missed billings, and system gaps that silently eat your profits.
Profit Leak Calculator
Answer 6 questions about how you run your business. Get an instant estimate of how much revenue you're leaving on the table annually — and where it's going.
Try the Profit Leak Calculator →QBO Cost Calculator
Not your subscription — the cost of using QuickBooks wrong. 6 questions reveal hidden costs from wrong versions, missing job costing, manual entry, and bad reporting.
Try the QBO Cost Calculator →Chart of Accounts Checker
Tap through 29 NAHB chart of accounts items across 5 categories. See exactly which construction-specific accounts you're missing — and why it matters.
Try the COA Checker →Score Your Systems
Get a comprehensive score across the financial dimensions that matter most for construction companies.
Financial Health Scorecard
Rate yourself across the 7 Pillars of construction financial health — from foundation setup to team workflows. Get a 0-100 score with prioritized fix recommendations.
Take the Scorecard →Controller Readiness Assessment
7 questions that tell you whether you need basic bookkeeping, a fractional controller, or something in between. Includes a 0-100 readiness score with tier routing.
Check Your Readiness →Job Costing Health Check
Score yourself across 5 critical job costing dimensions — labor tracking, materials, subs, change orders, and reporting. See where your biggest blind spots are.
Check Your Job Costing →Plan & Forecast
Plug in your real numbers and see what happens next. These tools turn gut feelings into actual projections.
90-Day Cash Flow Simulator
Enter your cash on hand, revenue, costs, AR balance, and collection speed. See a 13-week cash flow chart with smart alerts for trouble spots and tight weeks.
Run Your Cash Forecast →Get the Right Stack
Stop guessing which software to use. Answer a few questions and get a personalized recommendation.
Tech Stack Recommender
5 questions about your trade, revenue, team size, and frustrations. Get a personalized 4-tool recommendation — QBO version, PM software, time tracking, and receipt capture.
Get Your Stack Recommendation →AI Financial Advisor
Ask any construction finance question and get an instant, expert-level answer. Job costing, cash flow, QBO setup, retainage, WIP reporting — it knows construction bookkeeping inside and out.
AI Construction Finance Advisor
Launching soon. Ask anything about construction bookkeeping, job costing, cash flow, QuickBooks setup, or financial systems — and get instant, expert answers.
Want the Full Picture?
These tools give you a snapshot. Our 30-minute assessment goes deeper — we look at your actual books and give you a prioritized action plan with dollar amounts attached.
We only take on 2 new clients per month — quality over quantity.
