Practical templates, checklists, and guides built by our accounting and CFO team — free to download, no signup required.
Built to the same standards our accounting team uses every day — free to download.
A ready-to-use Work-In-Progress schedule for contractors. Tracks job costs, billings, earned revenue, overbillings, and underbillings across all active projects. GAAP-compliant format accepted by lenders and bonding companies.
A rolling 13-week cash flow model for small businesses. Enter your opening balance, expected receipts, and planned payments — and see your cash position week by week for the next quarter.
Step-by-step checklist for setting up job costing in QuickBooks Online or QuickBooks Enterprise. Includes chart of accounts structure, class and job tracking setup, and common mistakes to avoid.
The exact month-end close checklist our accounting team follows for every client. Covers bank reconciliation, AP/AR review, payroll reconciliation, financial statement preparation, and management review steps.
A plain-English guide to preparing AIA Applications for Payment. Explains each field on the G702 and G703 forms, how to build a schedule of values, and how to track retainage correctly.
A CFO-level KPI dashboard template for small and mid-sized businesses. Track revenue growth, gross margin, net profit, DSO, cash burn, and 8 other critical business metrics — all in one view.
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