Your Financial Toolbox
Simple, helpful tools to help you build a financially stronger business — free to download and yours to keep.
Loved and trusted by Contractors Nationwide
Standard Chart of Accounts
A ready-made chart of accounts for contractors and trade businesses, laid out with account number, name, type, and detail type. Use it as the starting point when you set up — or clean up — your books.
Sample P&L by Class or Project
See what a job-level profit and loss statement should actually look like. This sample breaks revenue, direct costs, and change orders out by project so you can tell which jobs made money and which only looked like they did.
KPI Dashboard
Built for busy business owners, this KPI dashboard workbook gives you a clear snapshot of your performance so you can spend less time on spreadsheets and more time growing your business.
Profit Allocation Projector
Stop guessing where your profit is going. This tool helps you plan and project how earnings will be used, whether for reinvestment, debt payoff, or owner draws, so every dollar has a job.
Cash Flow Forecast
Stay ahead of cash crunches with a clear month-by-month view of income, expenses, and ending balance. This tool helps you make confident financial decisions before the pressure hits.
Labor Burden Calculator
Labor costs more than wages. This tool calculates the full cost per employee, including taxes and benefits, so you can price jobs right, manage overhead, and hire smarter.
Find out how we can help your trade business
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