Tools built for owners who run the business and the books.
Scorecards, checklists, and plug-and-play Excel templates — the same ones we use with our clients. Free. No fluff. Built for contractors and service businesses.
Behind the Books — A Business Builder Show.
Weekly videos on job costing, cash flow, QuickBooks for contractors, and what it takes to run a financially sound business. Free. Updated every Monday.
Not sure if you should keep doing the books yourself?
Answer 10 questions. Get a personalized score and a clear recommendation in about 2 minutes.
Checklists and templates for every season of the business.
Financial Health Checklist
The 12-point owner checklist we walk through with every new client. Spot what's broken before it costs you.
Download →Mid-Year Financial Checkup
A July-August worksheet to course-correct before Q4 — pricing, margins, tax position, and cash runway.
Download →Year-Close Financial Checkup
The December walkthrough — cleanup, 1099 prep, year-end journal entries, and CPA handoff list.
Download →Monthly Financial Metric Tracker
Track revenue, gross margin, operating cash, and AR aging in one sheet. Built for owners who don't want a dashboard subscription.
Download →Profit First Bank Flow Template
The five-account Profit First setup — mapped to percentages, trigger dates, and a transfer schedule you can actually stick to.
Download →Cash Flow 101 Template
The forgotten financial statement — built as a plug-and-play Excel template most owners never learned in school.
Download →Job Cost Tracking Toolkit
Printable checklist + 30-job Excel tracker built around the 30/35/45 gross-margin zones. Companion to the Job Cost Calculator.
Get the toolkit →Receipt Organization Toolkit
The 10-Minute Receipt Routine + the Receipt Tagging Kit. Two tools that turn your receipts into real job margins.
Get the toolkit →Simple Budget Template
A 12-month income and expense budget with variance columns — easy enough to run without an accountant.
Download →DIY or Delegate Scorecard
Take the 10-question quiz or download the printable PDF worksheet. Know if it's time to hand off the books.
Take the quiz →Let's talk about taking the books off your plate.
Book a free 30-minute call. We'll scope your situation and tell you — honestly — whether we're a fit.