Eagle Eye
Bookkeeping
Financial Clarity for
Residential Contractors
Ready to Understand Your True Job Profit?
Schedule your complimentary Contractor Financial Blueprint Review.
EAGLE EYE
Bookkeeping LLC
THE CONTRACTOR FINANCIAL BLUEPRINT
Get a Clearer Picture of Your Contractor
Financial System
Request a complimentary Contractor Financial Blueprint Review Your bookkeeping should do more than record transactions. Your financial system should help you understand your job profitability, financial performance, and the areas of your business that deserve attention. The Complimentary Contractor Financial Blueprint Review is a focused 30-45 minute review designed to identify strengths, potential gaps, and priorities within your contractor financial system.
Four Areas of Your Financial System
We’ll take a high-level look at these four areas to identify what’s working well and where there may be gaps.
FOUNDATION
Is QuickBooks structured appropriately for your contracting business?ALIGN
Are bookkeeping and job costing working together?STABILIZE
Are your books accurate, reconciled, and dependable?CONTROL
Are your reports giving you information you can use?
Chart of Accounts
Customers & jobs
Direct costs vs. overhead
Accounting structure
Financial reporting
Gross profit & gross margin
Cash flow
Key performance indicators
Bank & credit card reconciliations
Account balances
A/R & A/P
Consistent monthly process
Job costing
Estimate vs. actual costs
Materials, labor, & subs
Change orders
The goal is financial clarity -- not more accounting.
Your financial system should help you answer three questions.
What happened?
What deserves attention?
Why did it happen?
What You’ll Walk Away With
Is The Blueprint Review Right for You?
A clearer understanding of your current financial system
We’ll discuss how your bookkeeping, QuickBooks structure, job costing,
and reporting are currently working together.
Identification of potential gaps
We’ll identify areas that may be preventing you from getting reliable
financial information.
Your highest priority areas
Rather than trying to change everything at once, we’ll identify the areas
that deserve attention first.
Practical next steps
You’ll have a clearer idea of what should happen next -- whether that’s
something you can address internally or an area where professional
assistance may make sense.
There is no obligation to hire Eagle Eye Bookkeeping.
The purpose of the Review is to give you a clear picture of your current
financial system and the areas that may deserve attention.
The Review is designed for residential contractors who are asking questions such as:
•
Can I trust my QuickBooks numbers?
•
Do I really know which jobs are making money?
•
Are direct job costs and overhead being handled correctly?
•
Am I getting the financial reports I need to run the business?
•
What should I be paying attention to each month?
A Simple Three-Step Process
I’ll Review Your
Information
I’ll review your responses so our conversation can focus on the areas that appear most important to your business.Complete Your
Blueprint Review
We’ll meet for approximately 30 - 45 minutes to discuss your financial system, identify areas that deserve attention, and outline practical next steps.Complete the Short
Questionnaire
Tell me about your business, QuickBooks setup, job costing, financial reporting, and the areas where you’d like greater clarity
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3
2
Ready to Get Started?
Request Your Complimentary Blueprint Review
Complete the short questionnaire to the right. Your answers will help me understand your business and prepare for your Review. Please allow approximately 5 minutes to complete the questionnaire.
What Happens After I Submit ?
Once I receive your questionnaire, I’ll review your responses and
contact you about the next step for your Complimentary Contractor
Financial Blueprint REview. Submitting the questionnaire does not
obligate you t purchase any services.
EAGLE EYE
Bookkeeping LLC
Want a Personalized Review?
Let’s take a closer look at your current setup and identify opportunities for improvement Schedule your complimentary Blueprint Review today,
EAGLE EYE
Bookkeeping LLC
Request a Complimentary Contractor
Financial Blueprint Review
Your bookkeeping should do more than record transactions. The Blueprint Review is a focused 30-45 minute review designed to identify strengths, potential gaps, and priorities within your contractor financial system.Get a Clearer Picture of Your
Contractor Financial System
THE CONTRACTOR
FINANCIAL BLUEPRINT
Four Areas We’ll Review
FOUNDATION
Is XERO or QuickBooks structured
appropriately for you contracting
business?
STABILIZE
Are your books accurate, reconciled,
and dependable?
CONTROL
Are your reports giving you information
you can use?
ALIGN
Are bookkeeping and job costing
working together?
