Get a Straight Answer on the Reliability of Your Construction Financials
A personalized diagnostic roadmap showing if your balance sheet, P&L, and WIP reports are clean enough to run your business.
Most commercial construction owners with $3M to $50M in revenue have a gut feeling that their financial statements are not quite right.
You look at your income statement and the profit does not match how the business feels. Or you look at your balance sheet and see asset numbers you cannot explain.
If your bank, a bonding agent, or a potential buyer asked for your financials tomorrow, you would hesitate to hand them over.
You do not need more accounting theory. You need to know if your numbers are reliable today, and exactly how to fix them if they are not.
The Financial Checkup Action Plan gives you a direct, professional diagnosis of your books without a long, expensive consulting engagement.
Step 1
Share your operational reality. Complete a 15-question intake covering your software, your team, and where you suspect your books are off.
Step 2
Upload your statements (Recommended). Upload your latest Balance Sheet, Income Statement, and WIP Schedule. It is optional, but it gives us the raw data we need to stop guessing and start verifying. No judgment — we just want the real numbers so we know where to start.
Step 3
Get your plan within 3 business days You get a clear, prioritized action plan that tells you what needs attention, in what order, and why.
This Is for You If:
- You run a commercial construction company doing $3M to $50M in revenue.
- You are using construction-specific software that supports job costing.
- You have an in-house bookkeeping or accounting staff.
- You need to know if your financials are reliable enough for banks, bonding agents, or equipment purchases.
Don't have all of these fully in place yet? Still take the checkup — if software or staffing is the real issue, your plan will tell you that's the first thing to fix, before anything else.
Start My Checkup
What Your Action Plan Covers
Your personalized plan includes:
- Data Reliability Assessment- A clear statement on whether your balance sheet and profit accounts can be trusted for major planning.
- WIP Accuracy Check (if the WIP is uploaded) -An analysis of whether your monthly contract adjustments and journal entries are actually matching reality.
- Immediate Priorities - The tasks your in-house bookkeeper needs to tackle first to clean up your reports.
- A Clear Next Step — whether that's a WIP course, a cleanup sprint, or ongoing advisory support
A Note On Our Process
Each action plan requires personal review of your assessment responses. Because of the time our team puts into each one, all sales are final. That's what ensures your situation gets the attention it deserves.
Click Here to Order Your Action Plan!
