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Free Self-Audit

The Construction Accounting Checklist

8 questions. 40 seconds. Get a clear scorecard: what's leaking, what's solid, and what to fix first.

How It Works

Answer 8 Questions

Pick the option that honestly describes your situation. No prep, no documents, no jargon.

Get Your Score

See where you stand on a 40-point scale and which tier of accounting maturity you sit in today.

See What to Fix First

Get a question-by-question breakdown showing what each answer reveals and where the biggest leverage is.

Your Progress 0 of 8 answered

8 Questions. About 40 Seconds.

There are no wrong answers, just honest ones. Pick the option that best matches where you are today.

If you finished a job last month, can you see exactly what you spent on it (labor, materials, subs) without searching through your books?

At the end of every month, do you get a report showing profit or loss on each active job?

Do you know right now which jobs you've overbilled and which ones you've underbilled?

Can you forecast how much cash is coming in over the next 30 to 60 days based on your billing schedule?

Do you know the TRUE cost per hour for each worker, including wages, taxes, insurance, benefits, and workers comp?

When you price a job, do you add a calculated percentage for overhead, or just markup on materials and labor?

If your bank, lender, bonding company, or GC asked for your financials today, how confident would you be handing them over?

If asked how much money your company actually made last month, could you answer with a real number in under 60 seconds?

Tip: scroll up if you want to revisit any answer.

Your Accounting Health Score

Here's where your construction accounting stands today.

0 / 40

Your Reading

The Bottom Line

Here's the good news

We Can Fix This.

In 48 hours, we'll show you exactly where the money is leaking, what to fix first, and what the next 90 days could look like. No pressure, no pitch, just clarity you can use.

Findings in 48 hrs

Personalized report

No pitch, just findings

Book Your Free 48-Hour Audit

We understand your current accounting setup. Once we have what we need, we run the audit within 48 hours and send back a report that:

Identifies the issues in your current accounting setup
Lays out a clear plan on how we can help you manage clean books

Our Promise If we miss our 48-hour deadline, we work on your books free for 30 days.

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See How We Helped a Contractor Go From $311K to $5.8M in Revenue Visibility

The real case study, broken down. How we set up a concrete contractor's entire accounting system from scratch.

Ready to Fix What's Broken?

Your complete construction financial team. Fractional CFO, Tax Strategist, and Bookkeeper, all working together for one flat monthly fee.

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Tools You Can Use

Free construction templates

Spreadsheets that do the construction specific math for you. Free, and yours to keep.

XLSX

WIP & Reporting

A ready-to-use WIP schedule template built specifically for construction companies. Track contract value, estimated cost, costs to date, percent complete, earned revenue, billing, and over/under billing — all in one place. Designed to reflect what’s actually happening on the job, not accounting theory.

Open the template →

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