Financial Diagnostics Tools for Contractors
What’s Included:
✔ Editable Excel file
✔ Auto-calculated % complete
✔ Earned revenue + over/under billing
✔ Projected final margin %
✔ Red/yellow alerts for at-risk jobs
✔ Completed example WIP
✔ 1-page instructions sheet
Bank-Ready WIP Template for Contractors™
See which jobs are profitable—and which ones are at risk—in minutes.
Accurate WIP reporting is the backbone of cash flow, job costing, and bank/bonding confidence. This simple Excel template helps you:
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Identify profit fade early
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Spot overruns before they become losses
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Detect underbilling cash risk
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Improve accuracy of your revenue recognition
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Strengthen conversations with lenders and sureties
Cash Flow & WIP Diagnostic Quiz
Score your financial health in 2 minutes. (0–100 Rating)
This quick diagnostic reveals where your systems are strong—and where your biggest financial blind spots are.
The quiz measures:
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WIP discipline
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Job costing accuracy
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Cash flow forecasting
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AR / pay app efficiency
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Change-order billing habits
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Over/under billing risk
Score Ranges:
80–100: Strong foundation, opportunities to optimize
60–79: At risk, margin leakage likely
0–59: Critical — recommend the WIP + Cash Flow Deep Dive™
Next Step:
The WIP + Cash Flow Deep Dive
A full financial autopsy showing exactly where your money is going—and how to fix it.
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Bid-to-Actual Autopsy
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13-Week Cash Flow Stress Test
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WIP Accuracy Rebuild
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Change-Order Process Evaluation
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AR/Billing Efficiency Review
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Over/Under Billing Analysis
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Bonding Readiness Check
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Financial Health Score
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20+ page Findings Report
Once you’ve completed the WIP Template and taken the Quiz, consider the next step:
The WIP + Cash Flow Deep Dive ($1,500)
100% credited back if you sign on.
Why These Tools Matter
Most contractors lose 2–8% margin every year due to:
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Late WIP updates
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Incorrect percent-complete calculations
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Slow change-order billing
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Poor AR discipline
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Low visibility into cash flow timing
These tools help you gain clarity fast—and identify where your financial system is working against you.
Trusted by contractors and firms nationwide
