Contractor Resources Hub
Free tools and paid templates to help you build financial clarity — whether you’re DIY-ing or preparing for the Foundation Diagnostic and Foundation Fix.
Free Downloads
No credit card required. Each download includes brief instructions and a quick start checklist.
Job Costing Setup Checklist
Make sure every job is trackable before work begins. Chart of accounts, items, and field data — all aligned.
WIP Tracking Template
Simple work-in-progress sheet to monitor billings, costs-to-date, and over/under on active jobs.
Cash Flow Progress Payment Worksheet
Forecast incoming progress payments against labor/material timing so payroll and subs are covered.
Expense Categorization Guide
Standardize cost buckets so margins are apples-to-apples across jobs and crews.
Paid Templates $47–97
Editable spreadsheets and calculators with instructions, examples, and common pitfalls to avoid.
Estimate vs Actual Calculator
Track estimate, actuals, and variance by cost code to pinpoint leakage fast.
Break-Even Cheat Sheet
Quickly find breakeven by crew or division and set minimum viable pricing.
Progress Payment Tracker
Match billings to schedule of values and predict cash-in vs expenses on each job.
Owner Pay Calculator
Balance salary, draws, and taxes so the business and the owner stay healthy.
Not sure where to start?
Grab one free tool to get moving today. If you want a tailored plan, the Foundation Diagnostic is the fastest way to know your next three priorities.
For $5M+ or growth-ready firms
Already have monthly closes and accurate job costing? Skip ahead and book a Strategic Call.
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