Foundation
Rebuild your Chart of Accounts and align Cost Codes so reports finally match reality.
- Project-level profitability ready in QBO
- Cost Codes synced with estimating & job costing
- Walkthrough on reading your numbers
Outcome: Know, by job and overall, if you’re truly making money.
Profit
Audit estimating, benchmark margins, and install a live dashboard to price with confidence.
- Margin targets by project type
- Variance analysis to stop leakage
- Bid-to-actual review checklist
Outcome: Price jobs to hit target margins, not just cover costs.
Risk
Control subcontractor quality at the job site (so problems don’t derail projects) and subcontractor insurance compliance (so lawsuits don't derail profits).
- Terms and Conditions
- Scopes of Work
- Pre-Start and Exit Inspections
- Automated General Liability and Worker's Comp renewal calendar
- Templates for compliance requests
Outcome: Improve quality and reduce liability to avoid costly interruptions.
Control
Add a client log, change-order flow, and templates that prevent disputes and scope creep.
- Client communication log
- Change order discipline
- Expectation-setting scripts
Outcome: Smoother jobs, fewer profit‑killing surprises.
Efficiency
Track labor allocation and productivity so staffing stays efficient across jobs.
- Daily/weekly labor tracking
- Overtime & variance alerts
- Productivity dashboard
Outcome: Gain control over labor costs and delivery timelines.
Value
Integrate all systems with bi‑weekly sessions and finish with a Business Health Scorecard.
- Financials • Estimating • Risk • Clients • Workforce
- Bi‑weekly reviews on your real numbers
- Prioritized roadmap for next 12 months
Outcome: Own a company that’s profitable, predictable, and worth more.
90‑Day Financial Reset
Install a Chart of Accounts and Cost Codes that finally show project‑level profitability — and learn to read the numbers with confidence.
Project‑level P&L in QBO
Aligned Cost Codes
1:1 Interpretation Call
What You Get
- Rebuilt NAHB‑style Chart of Accounts tailored to your business
- Standardized Cost Codes that match estimating and job costing
- QuickBooks Online report pack configured for project profitability
- 60‑minute 1:1 call to interpret your numbers and next steps
How It Works
- Kickoff: short intake + access to your QBO test file or copy
- Build: implement Chart of Accounts + Cost Codes
- Verify: run project P&L and gross margin reports
- Coach: 1:1 interpretation call and 30‑day check‑in
FAQs
Will this change my existing QBO file?
We recommend working in a backup or copy first; we’ll provide a migration checklist before finalizing.
What if I don’t use Cost Codes today?
No problem. We install a starter set and show you how to adopt them with minimal disruption.
How fast can I see job‑level profitability?
Usually within the 90‑day window, often sooner depending on data quality.