Services
Diagnose. Build. Lead.
Most clients start with a Health Check, fix what it uncovers, then keep the numbers on track with ongoing financial leadership. You can start wherever you need us.
01 · Start here
Contractor Financial Health Check
A focused, fixed-fee review that shows you where your numbers stand, what’s putting cash and margin at risk, and what to fix first.
It’s a fit if…
- You suspect your numbers aren’t telling the whole story
- You’re heading into a bank or bonding review
- You’re weighing whether to hire a Controller or CFO
- Growth has outpaced your accounting setup
What we review
- Job costing setup and accuracy
- WIP schedule and over/under billings
- Month-end close process and timing
- Cash flow and short-term outlook
- AR aging, retainage and collections
- Accounting system setup
- Internal controls and approvals
What you get
- A written findings report in plain English
- A prioritized roadmap: quick wins, the next 90 days, and longer-term fixes
- A walkthrough meeting with ownership to go through it together
How it runs
WEEK 1
Kickoff call and a short document request: recent financials, WIP, AR aging and read-only system access.
WEEK 2
We dig into the books and talk with your bookkeeper and key people.
WEEK 3
You receive the report and roadmap, and we walk through it together.
02 · Project
Job Costing & WIP Buildout
We rebuild the accounting structure behind your jobs so job reports, WIP and financial statements agree, and you can trust them every month.
It’s a fit if…
- You don’t trust your job cost reports
- Your WIP lives in a spreadsheet that doesn’t tie to the books
- Labor and equipment costs end up in overhead instead of on jobs
- Prior months need cleanup before anything else can work
What’s included
- Cost code structure that matches how you estimate and bid
- Chart of accounts cleaned up for construction reporting
- Labor and equipment allocation so true job costs land on jobs
- WIP schedule tied to the general ledger, including over/under billings
- Month-end close checklist and calendar
- Monthly reporting package: job profitability, WIP and financial statements
- Cleanup of prior periods as needed
- Documentation and training so your bookkeeper can keep it running
03 · Ongoing
Ongoing Financial Leadership
An experienced finance leader in your corner every month. We review the close, tell you how your jobs and cash are really doing, and work alongside your bookkeeper to keep the foundation solid.
| What’s included | Core | Plus |
|---|---|---|
| Monthly close review | Included | Included |
| WIP and job profitability report | Included | Included |
| Monthly financial package | Included | Included |
| Monthly meeting with ownership | Included | Included |
| 13-week cash forecast | — | Included |
| Annual budget | — | Included |
| Bookkeeper oversight and coaching | — | Included |
| Bank and surety bonding support | — | Included |
Why bonding support matters. Your surety relies on clean WIP and financial statements to set your bonding capacity. Plus keeps those reports ready, and we can join those conversations with you.
See if it’s a fitWhat we don’t do
Blueprint works alongside your bookkeeper and CPA, not instead of them. We don’t handle:
- Day-to-day bookkeeping
- Payroll processing
- Tax returns
- Audits or reviewed financial statements
Common questions
Will you replace my bookkeeper?
No. We make your bookkeeper’s work more useful and give them a clear process to follow.
Do I have to start with a Health Check?
It’s the usual first step because it tells us both what’s needed. If you already know, we can start with a project or ongoing support.
Do you work with my current accounting software?
Yes, we work in the system you already have. If it’s holding you back, we’ll tell you and can help you change.
How do you work with our CPA?
We keep the books clean and organized through the year, so year-end work and tax prep go faster for your CPA.
Not sure where to start?
A free 30-minute call is enough to figure out which service fits, or whether you need us at all.