Contractor Financial Diagnostic
Before fixing the financial system, identify where it is breaking.
The Contractor Financial Diagnostic is designed for owners who know the numbers are not giving them enough clarity but do not yet know the correct scope of work.
Starting at $997
Problems this diagnostic addresses
- • Cash pressure that doesn't match reported profit
- • Uncertain job margins
- • Weak or missing WIP reporting
- • Delayed or unreliable monthly reports
- • Chart of accounts and job structure that no longer fit the business
- • Uncertainty about whether the books are lender-ready
Information reviewed
- • Recent financial statements
- • Trial balance and chart of accounts
- • Job list and current job reports
- • Bank and credit-card balances
- • Payroll journal detail
- • A/R and A/P aging
What the client receives
- Initial financial-data review
- Balance-sheet observations
- Cash and working-capital assessment
- Job-costing structure review
- WIP and reporting-gap review
- Accounting workflow observations
- Priority action plan
- Findings meeting
Who it is for
Established roofing and specialty contractors, typically between $1M and $15M in annual revenue, with multiple crews or active jobs and an existing accounting system.
What is not included
The diagnostic does not include a full bookkeeping cleanup, tax return, audit, lender approval, or implementation of every recommendation. Follow-on work is scoped separately.
Your financial reports should answer questions.
Not create more of them.
Start with a short assessment and identify where job visibility, cash forecasting, reporting, or accounting may be breaking down.