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.
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 →Bookkeeper Toolkit
Interview script + full methodology PDF + Excel workbook. Companion to the Bookkeeper Scorecard — vet, grade, re-grade quarterly.
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 →Receipt Leak Toolkit
The 12-month Excel tracker that mirrors the Receipt Leak Calculator — log your monthly untagged rate and watch the bidding gap close.
Get the toolkit →Cash Flow Stress Test Toolkit
Excel workbook that runs your business through three scenarios + a one-page survival checklist. See how many months of runway you actually have.
Get the toolkit →Phantom Income Guide
A 4-mistake training guide for the person doing your QuickBooks data entry. Stop paying tax on money that wasn't actually income.
Get the guide →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 →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.
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.