Free Job Profit Snapshot
See what your jobs actually made. Free.
Send us one month of your books. We send back one page: how healthy your books are, how far behind they are, and the margin on your three biggest recent jobs where the data allows.
What's on the page
Three answers most contractors don't have
Book health check
Are your accounts reconciled, categorized and ready for your CPA?
How far behind
Months behind, and a ballpark for getting current.
Job margins
What your three biggest recent jobs made after materials, labor and subs, where the data allows.
How it works
Four steps, about a week of back and forth
- 1
Request it
Fill out a short form about your business.
- 2
Share access
View-only QuickBooks access or one month of bank and card statements.
- 3
We build it
A bookkeeper reviews the month and builds your one-page Snapshot.
- 4
Walk through it
A 20-minute call on what the numbers say and the plan that fits.
- 5
Your call
Take the Snapshot and go, or start a plan on the 1st or the 15th.
Questions
Snapshot FAQ
Is it really free?
Yes. It's the same review we do before quoting any client, so there's nothing to buy and no obligation.
What if my books are a mess?
That's common. The Snapshot shows how far behind things are and what a catch-up would cost.
What if you can't see job margins?
If jobs aren't tracked yet, the Snapshot says so and shows what it would take to start. You still get the health check and the catch-up picture.
Who sees my information?
Only the bookkeeper preparing your Snapshot. Read how we protect your data on our Trust & Security page.