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10-point check

Is 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. No login, and your score updates as you go.

Ten questions

Answer yes or no. Two minutes.

  1. 01Do you run a monthly WIP (work-in-progress) schedule?
  2. 02Can you see profit margin job by job, not just company-wide?
  3. 03Are direct job costs separated from overhead in your books?
  4. 04Is retainage tracked as its own line you can see and chase?
  5. 05Are all change orders written up and billed, not just verbal?
  6. 06Do you keep a rolling 13-week cash flow forecast?
  7. 07Do you close the books every month, on a set date?
  8. 08Do you review AR aging (who owes you and how old) at least monthly?
  9. 09Do you use cost codes so costs land in the right buckets?
  10. 10Are your bank and card accounts reconciled at least weekly?
Your score

Where you stand.

Construction-readiness score
0/10
Built for a regular business, not construction

0 of 10 answered. Your score updates as you go. Answer them all to see the full read.

Next step: want us to turn a no into a yes? On a 30-minute call we show you exactly what construction-grade books look like for your shop.

Book a call