Free Tool — Bookkeeper Scorecard

Grade your bookkeeper
in 2 minutes.

10 yes/no questions about how your bookkeeper actually handles construction. See what each gap costs you per year and the fixes that close them.

Built for contractors 10 questions Takes 2 minutes

How this works

Each question is a thing your bookkeeper should be doing if your books are going to actually run a construction business — not just keep the IRS happy. Click a question to toggle Yes / No based on what you see today. The score, the dollar cost of each gap, and your top-3 fixes update live.

Your annual revenue (so we can size the dollar impact)

The dollar cost of each gap scales with your revenue. We use industry-benchmark percentages — see the methodology link below the score.

The 10 questions

Your score

A
10 of 10 — your bookkeeper is doing the job.
Document what you have. The scorecard and Excel mirror are good things to keep on file for an annual re-grade.
Estimated annual cost of the gaps
$0
at $400k revenue
Total estimated impact of the questions you answered "No" — eight of the questions are dollarized, two are flagged as qualitative.
Based on construction-industry benchmarks (CFMA, NAHB, BLS, IRS, AICPA). See methodology ↓
How we calculated this — sources and method

Each question maps to a percentage-of-revenue cost range pulled from public construction-industry benchmarks. The on-screen number is the midpoint × your revenue band. The range below it spans the published low-to-high estimates.

Q9 (monthly review meeting) and Q10 (construction-specific experience) don't have a clean industry stat — they're flagged separately as qualitative amplifiers, not added to the dollar total.

#Gap% of revenueSource basis

Caveat. These are estimates from industry benchmarks. Your actual cost depends on your trade mix, job size, and operations. The full methodology PDF is on the resources page.

Want this report in your inbox plus the Excel mirror to re-grade quarterly?
Email yourself the scorecard PDF. The Excel companion lives on the resources page.

Your top 3 fixes

Once you have any "No" answers, the three highest-dollar gaps appear here in order. Walk this list with your bookkeeper this month — these are the fixes that actually move the number.

All 10 — what each one means

From Behind the Books · The show

The episode behind this scorecard.

Joe walks through why these ten questions matter — what a construction-grade bookkeeper actually does that a generic one doesn't, and the dollars hiding behind every "No" on this scorecard.

Watch on YouTube →
Behind the Books · How to grade your construction bookkeeper YouTube

Companion toolkit

One scorecard tells you the grade. The toolkit tells you what to do about it.

This page grades your bookkeeper in two minutes. The free Bookkeeper Toolkit is what you use after — to interview a replacement, to defend the methodology when challenged, and to re-grade in 90 days without starting over.

  • ■ Interview Script (PDF) — vet a new bookkeeper or pressure-test your current one
  • ■ Scorecard Methodology (PDF) — every dollar band, every source, every formula
  • ■ Scorecard Workbook (Excel) — same questions, your numbers, quarterly re-grade