Assist the business owner and other stakeholders (management-level employees, investors, and lenders) in understanding the financial evolution of their business and making wise financial decisions. Generally, this is done once the accounting is set up correctly and reliable monthly financial reports can be submitted.
This service involves a mandatory once-monthly review and discussion of the progress of the company, focusing on wealth generation (balance sheet equity) and based on the financial statements for each monthly period. Other meetings to discuss important topics and situations which arise are at the request of the client.
Includes complimentary access to all resources, courses and subscriptions in the Builder Resources library.
A limited number of engagements is available. Retainer equal to 100% of anticipated monthly hourly charges is required.
Please contact us for information, using the form at the top of this page.
A project is a scope of work with a clearly-defined starting point and a clearly-defined completion milestone.
Your Coach will lead you through all the considerations on the Start-Up Checklist.
Customized Business Model Canvas developed for your company as a basis for company mission, goals and profitability.
The correct business strategy is the key to the success of your construction company. We can assist you in laying that groundwork.
A complete SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis for your company will identify the best opportunities in your market. We can help you get there.
We will conduct the Year-End Checklist interview and help you close the loop on planning for next year.
A survey of market conditions, competitive analysis, and Quick Insight analysis.
Focused on branding and developing a market presence. Includes business name, logo, color and font selection, Unique Value Proposition (UVP) creation, segment and avatar identification, and the process of building preferential differentiation.
Review the marketing checklist and develop strategies for filling in the market gaps discovered.
Document each step of the Sales Process in your company. Create supporting documents. Create a training process for all your client-facing staff.
We will create a five-page website structure (Home, About, Portfolio, Your Choice, and Contact Us) and advise and train you to add content.
How to create and publish a slide deck. You will have a 10-slide deck on Slide Share when the session is completed.
How to create and publish a video. You will have a two-minute video on YouTube when the session is completed.
We can help you control your client’s expectations by customizing your Initial Specifications, and coordinating them with your Sales Process and Contracting Process.
Documented Variance Specifications can help you explain the value you are bringing to the project and the options available to meet the Clients expectations.
Training in the use of the Builder-BOS Estimator. Customizing the Estimator database for your business model. Estimating template developed for the way you like to estimate. Preliminary database set up for you, Job Cost tracking explained, and training in keeping the database current.
Customizing the estimating database to fit your business model and initial specifications can speed up the estimating process and eliminate confusion. We will assist in this process.
The project dashboard in BBOS Estimator makes it easy to track Job Costs, determine costs relative to budget, and ensure profitability for each project. Includes training in how to stay on top of each project in your portfolio.
Develop a gut-level understanding of the process of working with prospects from Contact → Contract → Completion. Create and deploy resources to maximize buy-in at each step. We will use the Customer Journey template to develop support materials for each step.
Client Management documents, customized for your company, integrated into your procedures manual. Includes training.
Review your current contract and make business-related suggestions. Check for completeness and consistency. This is not a legal review, and you will have to talk to your legal counsel before revising any existing contracts. You will also receive a copy of our contracts to review.
The Subcontractors the Company hires must understand and reflect the Company’s culture and standards of performance. Covers how to control the quality of Subcontractor work to protect the reputation of the Company.
Analysis of the Company’s Accounts Payable management. Helping core vendors understand their role in the success of the Company.
We train you and your job supervisors in using several various systems to file Daily Progress Reports on every project, every day.
Asana for Project Management files set up for your company. All management and staff trained. Comprehension test administered. Employees goaded into using the Asana platform.
Job Binder set up explained. Can apply to either physical Job Binders or digital binders set up using the Asana Production Management template from Builder Resources.
Training in Job Costing and Project Profitability analysis to ensure that the project is meeting and maintaining profitability targets.
An analysis of the completed project to determine what could have been improved. Includes managing the Client expectations, estimating accuracy, Client management during the build, and Client management during the warranty period.
It is critically important to learn how to play “What-If?” with the finances of your business. We can train you in how to set up a model that you can plug your numbers into to look at the future of moves you are making now.
If nothing else, the act of preparing a budget alerts you to the inter-connectedness of the financial and performance components of your business. A critical exercise if you really intend to manage your company.
The Chart of Accounts for the company is revised so it is consistent with the NAHB chart of Accounts. Revisions are coordinated with the Accountant or Bookkeeper. Includes the NAHB Chart of Accounts import ($70.00 value) and 30-minute training session.
Training in the importance and usefulness of the Nine Numbers® in diagnosing the financial health of your company.
Review financial reports for last 3-5 years and establish baseline financial trends. Prepare analysis for and present to management.
Important financial ratios identified and explained. Discussion regarding how to use the financial numbers to make smart financial decisions.