5) Accounting & Financial Mgmt Template Package


Every profitable contractor must know, track, and update their numbers. They professionally manage their money to hit their goals, get paid, and always make a profit. These templates help you develop your Financial Plan, Overhead & Profit Mark-Up rates, and the Sales needed to hit your goals. Included are spreadsheets needed to regularly stay on top of your company financials, P & L, balance sheet, WIP schedule, sales, KPIs, cashflow, mark-up, overhead, gross & net profit margin, budgets, job costs, and labor and equipment costs.


1.  P & L (Profit & Loss) Income Statement – Example
2.  P & L Annual Budget Worksheet
3.  5 Year Financial Plan Templates

    • a. 5 Year Financial Plan By 3 Divisions Or Project Types
    • b. 12 Step Formula To Always Make A Profit
    • c. Job Size & Mark-Up Distribution Plan
    • d. Dual Mark-Up Rate Calculation Template

4. 12 Step Formula To Always Make A Profit – Examples
5. Numbers You Must Know & Track Checklist

    • a. KPI – Key Performance Indicators Tracking Template

6. Job Cost Update Monthly Report Tracking Template
7. WIP – Work In Progress Schedule & Backlog

    • a. Completed Contracts Schedule

8. Contractor Application For Payment – Example
9. Sales Award & Gross Profit Tracking Template
10. Projected Cash-Flow – Sales Revenue & Gross Profit Tracking
11.  Crew Labor Cost & Burden Rate Calculator
12.  Equipment Cost & Rate Calculator
13.  Timecard – Weekly Labor & Equipment
14. Estimating Bid Template & Job Cost Tracking Template
15. Change Order, Bid Rates & T & M Rates Template
16. Field Crew SCORECARD Job Cost L & E Production Tracking
17. Controller – CFO – Bookkeeper Job Description
18. Levels Of Authority & Controls Template

Complete Package Price          $ 147

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