30 Things Your Bookkeeper Should Be Tracking (But Probably Isn't). Score each item and find out where your blind spots are.
Takes about 3 minutes • 30 questions across 5 categories
Rate each item on a 0-5 scale across 5 critical areas of construction accounting.
See your total out of 150 with an animated breakdown by category.
Receive personalized insights for each weak area of your accounting.
How clearly are your job-related expenses split from overhead in your chart of accounts?
How well are equipment purchases, rentals, fuel, and maintenance broken out into their own accounts?
How consistently are sub costs separated from your own labor and materials instead of lumped together?
How easily can you pull costs for a specific job without digging through generic "Materials" or "Labor" accounts?
How well organized are your overhead accounts -- rent, insurance, office costs -- into clear, separate categories?
How well can you break down revenue by job type -- residential vs commercial, or by trade/division?
How reliably does every project get its own job number with all costs and revenue assigned to it?
How thoroughly are expenses broken down by type (labor, materials, subs) within each job?
How quickly can you compare what you budgeted for a job against what you've actually spent right now?
How consistently are change order costs and revenue recorded against the right job when scope changes?
How regularly is a share of your overhead (office, insurance, etc.) allocated across your active jobs?
How complete and timely are your monthly reports showing profit or loss on every active job?
How accurately can you tell how far along each job is based on costs incurred vs total estimated costs?
How well does your revenue recognition reflect actual work completed rather than just what's been billed?
How clearly can you identify which jobs you've billed ahead on and which ones you're behind on?
How detailed and up-to-date is your monthly WIP report -- contract amounts, costs to date, billings to date?
How often are your costs-to-complete revisited with real numbers instead of relying on original estimates?
How consistently are over/under-billing adjustments actually recorded in your books each month?
How reliably do invoices go out on schedule with a clear billing timeline for each job?
How well is retainage tracked as a separate receivable for each job, not mixed with regular AR?
How accurately and promptly are AIA billing documents produced when contracts require them?
How properly are customer deposits recorded as liabilities and applied to revenue as work gets done?
How much visibility do you have into which retainage amounts are coming due and how long they've been outstanding?
How far ahead can you project cash coming in based on your billing schedule and expected collections?
How accurately have you calculated the full cost of each employee -- wages plus taxes, insurance, benefits, workers' comp?
How consistently are labor hours and costs assigned to the specific jobs your crew worked on?
How well can you see which jobs or crews are running overtime and how it's eating into job margins?
How well are union vs non-union rates, benefits, and reporting requirements tracked separately?
How smoothly and accurately are certified payroll reports produced for government or prevailing wage jobs?
How accurately is the true hourly cost per worker (wages + burden) calculated and used in your job estimates?
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Your complete construction financial team — Fractional CFO, Tax Strategist, & Bookkeeper — all working together for one flat monthly fee.