Templates
For the people who'd rather handle it themselves. Every one came out of real bookkeeping work: job costing that shows an overrun before the job closes, a WIP schedule your bonding agent will accept, 1099 tracking that doesn't fall apart in January. Excel files that also work in Google Sheets. Instant download, nothing shipped.
Built around how construction actually bills and gets paid.
Percentage-of-completion the way your lender, bonding agent and CPA expect it. Over- and under-billings by job, earned revenue, backlog, projected margin, and the adjusting journal entry ready to post. Flags loss jobs and nearly finished jobs you haven't billed.
Budget each job by category, log costs as you pay them, and see projected profit per job. Projected profit uses the higher of budget or actual, so an overrun shows up immediately instead of hiding behind costs you haven't spent yet. Only approved change orders hit the contract.
W-9s, insurance certificates, licenses and payments in one place. Flags who needs a 1099-NEC at the 2026 $2,000 threshold, excludes card and payment-app spend that goes on a 1099-K, and warns you 30 days before a COI or license expires. Oregon CCB and Washington L&I fields built in.
The Job Cost Tracker and the Subcontractor & 1099 Tracker together. Know which jobs make money, and keep every sub's paperwork straight — about 20% off buying both separately.
Cash, costs and a clean monthly close.
Profitable businesses still run out of cash. Enter your recurring cash in and out once — weekly, semi-monthly, monthly, quarterly — and see every week's ending balance for the next three months, with your lowest projected balance and every week below your cushion flagged.
Your two biggest costs, every week. Food, beverage and labor against your own targets, with last week, the last four weeks and year to date on one dashboard — plus what a single point of prime cost is worth to you in dollars. Optional inventory adjustments for what you actually used.
28 steps in the right order, from bank feeds to locking the books, with where each task lives in QuickBooks Online. Tasks that don't apply don't count against your progress, and the dashboard shows what's still open for any month you pick.
The workbook behind the Books Checkup Review. Feed it your standard QuickBooks Online reports and it scores your books, flags what's wrong, and traces every issue back to where it lives in your own data.
Before you buy anything
Twelve things that are wrong with most contractor books, and how to tell whether yours have them. It'll show you which of these templates you actually need — or whether you need any of them.
I do this work monthly for contractors across Oregon and Washington — job costing set up properly, books closed on a schedule, 1099s ready in January.