Tools that do the construction specific math for you, built by a construction accounting firm that uses them with real contractors every month. Starting with a WIP schedule, worker classification and year-end tax prep, with job costing and retainage next. Free, and yours to keep.
Every template is free and opens on its own page, with a guide to using it before you download.
Why generic accounting templates fail in constructionSearch for a profit tracker or a cash flow spreadsheet and you will find thousands. Almost none of them survive contact with a construction company. They assume you sell a thing, collect the money, and book the profit in the same month. Construction does not work that way, and that single mismatch is why so many contractors have books that technically balance and still tell them nothing.
Your jobs run across months. Costs land when they happen and revenue lands when you invoice, so the two never line up inside a period. Your customer holds back five or ten percent of every invoice as retainage and you may not see it for a year. Change orders get performed before anyone signs them. Labor costs more than the wage because of burden. A generic template has no column for any of that, so it quietly gives you a wrong answer with a confident face.
Every file on this page is built around the way construction money actually moves. That means percentage of completion rather than cash in and cash out. It means retainage receivable tracked as its own balance, not netted into what you are owed. It means labor burden included, cost codes that match how you bid, and over and under billing calculated per job instead of guessed at across the company. These are not cosmetic differences. They are the difference between a report your bank accepts and one that gets handed back.
General contractors, specialty subcontractors, remodelers and home builders. They work whether you run QuickBooks, Sage, or a shoebox, because a spreadsheet does not care what your accounting system is. If you already run Procore, Buildertrend or ServiceTitan, these fill the gap those platforms leave: they manage the project, not the general ledger, and the reporting your bank and your surety want lives on the accounting side.
Each template has its own page, and each page is a guide before it is a download. Read the page. It explains what the report means, how to fill it in, what good and bad output look like, and the mistakes that make the numbers wrong. A template you fill in without understanding is a faster way to reach the wrong conclusion. Ten minutes of reading first is what turns the file into something you actually run every month.
Everything here is free. We build them because the contractors who take them seriously usually discover the same thing: the spreadsheet is fine, and the data going into it is the problem. When that happens, our free 48 hour audit is where to go next. We look at your real job data and tell you exactly what is broken.
Real results from contractors we have helped untangle their books and systems.
They didn’t just record transactions and call it a day. They built a custom chart of accounts around how a remodeling company actually runs, did a full catch-up on years of bookkeeping inside QuickBooks Online, and now stay on top of my monthly bookkeeping and payroll. Every step, they broke it down in simple terms instead of burying me in accountant talk.
FinTruction rebuilt the whole thing from the ground up, with real job costing, work in progress, and retainage. They didn’t just hand me reports and disappear; they walked me through my numbers until I understood them.
Sahil and his team handle the bookkeeping and job costing for my painting business. They cleaned up my books and set up integrations that give me accurate, timely job costing with solid weekly data. Reliable, detailed, and genuinely invested in getting the numbers right.
FinTruction is the only bookkeeping team we’ve found that truly understands construction accounting and WIP reporting. They aligned our income and costs across 21 jobs and gave us full, monthly transparency. Fast, accurate, and an indispensable partner.
When I came to FinTruction I had no financial structure. No job costing, no WIP tracking, books behind. They did a full cleanup and rebuilt job costing and WIP tracking in QuickBooks. Now I know what’s billed, what’s owed, and where every job stands.
If the numbers going into the spreadsheet are wrong, the spreadsheet is wrong. We will look at your actual job costs and show you what is broken, free, within 48 hours.
